ESOP · DOL Form 5500 · 2023

Secure Investing Partners LLC ESOP

Data updated 2026-08-25

$81K
Total assets Small plan by assets
20
Participants Small participant base
5th
Percentile by assets National rank
$4,033
Avg per participant Low balance/head
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Official DOL plan name: Secure Investing Partners LLC ESOP Plan · Sponsored by Secure Investing Partners LLC · Arizona · Administrative & Support Services

$81K in assets, 20 participants

Secure Investing Partners LLC's Secure Investing Partners LLC ESOP Plan reported $81K in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 5th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #558 in Administrative & Support Services (4,372 peers)

Secure Investing Partners LLC multi-year trail

Secure Investing Partners LLC's plans moved +303.3% in assets from 2022 to 2024; this filing shows Secure Investing Partners LLC ESOP Plan at $81K / 20 participants.

#558
in Administrative & Support Services (4,372 peers)
+303.3%
assets growth YoY

Secure Investing Partners LLC ESOP Plan among the smaller filed plans by assets

Secure Investing Partners LLC ESOP Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$80,667 5th percentile higher than 5% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Secure Investing Partners LLC ESOP Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Secure Investing Partners LLC ESOP Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Secure Investing Partners LLC ESOP Plan end-of-year assets rose from $20K in the plan year 2022 filing to $81K in the plan year 2023 filing.
  • Secure Investing Partners LLC ESOP Plan reported net income rose from $20K in the plan year 2022 filing to $61K in the plan year 2023 filing.
  • Secure Investing Partners LLC ESOP Plan reported participants rose from N/A in the plan year 2022 filing to 20 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 933386887 · Secure Investing Partners LLC PY 2023 · ESOP

Secure Investing Partners LLC ESOP Plan · $81K · 20 · 5th

  • SCH $81K
  • SCH 20
  • SCH 5th
  • SCH ESOP
  • SCH near George Mcelroy & Assocates, Inc. ESOP
  • SCH ind #558

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Arizona →

Secure Investing Partners LLC ESOP Plan in the asset neighbourhood

Secure Investing Partners LLC ESOP PlanSecure Investing Partners LL…$81KGeorge Mcelroy & Assocates, Inc. ESOPGeorge Mcelroy & Assocates, …$80KMeeco, Inc. Employee Stock Ownership PlanMeeco, Inc. Employee Stock O…$81KThe Southern Therapy Services, Inc. Employee Stock Ownership PlanThe Southern Therapy Service…$81KSift Employee Stock Ownership PlanSift Employee Stock Ownershi…$80K
End-of-year total assets ($M) among Secure Investing Partners LLC ESOP Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Secure Investing Partners LLC multi-year asset trail

Sponsor-wide plan assets over time

All Secure Investing Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$81K 303.335% vs 2022
2024 filing year
$0M$0.02M$0.04M$0.06M$0.08M$0.1M 202220232024 $0.02M $0.08M ▲ +300.0%
Year Plans Participants Total Assets
2022 1 N/A $20K
2023 1 20 $81K
2024 1 20 $81K

Secure Investing Partners LLC filing trail (2023)

Total Assets (Beginning of Year)$20K
Net Assets (End of Year)$81K
Net Income$61K
Employer EIN933386887
Plan Effective Date2022-04-15
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Arizona

Peer ESOP plans, same state, same plan type, ranked by total assets.

Secure Investing Partners LLC ESOP Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.5 Total assets ($B) Participants Secure Investing Partners LLC ESOP Plan, Total assets ($B): 0.000080667 · Participants: 20Secure Investing Partners LLC ESOP PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.064355538 · Participants: 2392The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.61854692 · Participants: 19740U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.313228026 · Participants: 253Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.216174467 · Participants: 1057Pima Medical Institute Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.167298665 · Participants: 726Wilson Electric Services Corp. Employee Stock Ownership Plan
Secure Investing Partners LLC ESOP Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Secure Investing Partners LLC ESOP Plan side-by-side with 3 peers →

Secure Investing Partners LLC ESOP Plan's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is George Mcelroy & Assocates, Inc. ESOP in TX ($80K); by covered participants it is Shawver Well Company Employee Stock Ownership Plan in IA (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Secure Investing Partners LLC ESOP Plan assets move in 2023? ▼
Secure Investing Partners LLC ESOP Plan surged - up 303.3% during 2023, from $20K to $81K. Reported net income was $61K.
How have Secure Investing Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Secure Investing Partners LLC's sponsor-wide assets grew 303.3%, from $20K to $81K.
Where does Secure Investing Partners LLC ESOP Plan rank by assets among Form 5500 filers? ▼
Secure Investing Partners LLC ESOP Plan ranks in the 5th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Secure Investing Partners LLC ESOP Plan? ▼
Among ESOP plans in other states, the closest by assets is George Mcelroy & Assocates, Inc. ESOP in TX ($80K, 15 participants).
Which ESOP plans cover a similar participant headcount to Secure Investing Partners LLC ESOP Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Shawver Well Company Employee Stock Ownership Plan in IA (20 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 933386887.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.