ESOP · DOL Form 5500 · 2023

Software Engineering Professionals, Inc. ESOP

Data updated 2026-08-25

$45M
Total assets Below avg plan size
134
Participants Small participant base
84th
Percentile by assets National rank
$338,057
Avg per participant High balance/head
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Official DOL plan name: Sep Employee Stock Ownership Plan and Trust · Sponsored by Software Engineering Professionals, Inc. · Indiana · Professional & Technical Services

$45M in assets, 134 participants

Software Engineering Professionals, Inc.'s Sep Employee Stock Ownership Plan and Trust reported $45M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,361 in Professional & Technical Services (20,321 peers)

Coverage in Indiana

Sep Employee Stock Ownership Plan and Trust covers 134 participants in Indiana, about 25% of the average Indiana filer (state average ~541 per filing). Assets: $45M.

#17,361
in Professional & Technical Services (20,321 peers)
+6.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Sep Employee Stock Ownership Plan and Trust's outsized position by total assets

Sep Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$45,299,690 Top 16% higher than 84% 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

Sep Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sep Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sep Employee Stock Ownership Plan and Trust reported net income rose from -$562K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sep Employee Stock Ownership Plan and Trust end-of-year assets rose from $42M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Sep Employee Stock Ownership Plan and Trust reported participants rose from 130 in the plan year 2022 filing to 134 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 351740069 · Software Engineering Professionals, Inc. PY 2023 · ESOP

Sep Employee Stock Ownership Plan and Trust · $45M · 134 · 84th

  • EIN $45M
  • EIN 134
  • EIN 84th
  • EIN ESOP
  • EIN near Irr Supply Centers, Inc. Employee Stock Ownership Plan
  • EIN ind #17361

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 Indiana →

Sep Employee Stock Ownership Plan and Trust in the asset neighbourhood

Merchants Financial Group, Inc. Employee Stock Ownership PlanMerchants Financial Group, I…$45MCentral Milling Employee Stock Ownership Plan and TrustCentral Milling Employee Sto…$45MKoops, Inc. Employee Stock Ownership PlanKoops, Inc. Employee Stock O…$45MIrr Supply Centers, Inc. Employee Stock Ownership PlanIrr Supply Centers, Inc. Emp…$45MSep Employee Stock Ownership Plan and TrustSep Employee Stock Ownership…$45M
End-of-year total assets ($M) among Sep Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$45M
Net Income$3M
Employer EIN351740069
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Software Engineering Professionals, Inc.)

Sponsor-wide plan assets over time

All Software Engineering Professionals, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$85M 29.83227152190608% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $65.8M $85.5M ▲ +29.8%
Year Plans Participants Total Assets
2022 2 268 $66M
2023 2 280 $75M
2024 2 302 $85M

Nearby ESOP Plans in Indiana

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

Sep Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.522.5 Total assets ($B) Participants Sep Employee Stock Ownership Plan and Trust, Total assets ($B): 0.04529969 · Participants: 134Sep Employee Stock Ownership Plan and TrustJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial Solutions, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan
Sep Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Sep Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Sep Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Irr Supply Centers, Inc. Employee Stock Ownership Plan in NY ($45M); by covered participants it is Reed & Reed, Inc. Employee Stock Ownership Plan in ME (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Sep Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Sep Employee Stock Ownership Plan and Trust grew at a solid clip - up 6.9% during 2023, from $42M to $45M. Reported net income was $3M.
How have Software Engineering Professionals, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Software Engineering Professionals, Inc.'s sponsor-wide assets grew 29.8%, from $66M to $85M.
Where does Sep Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Sep Employee Stock Ownership Plan and Trust ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Sep Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Irr Supply Centers, Inc. Employee Stock Ownership Plan in NY ($45M, 187 participants).
Which ESOP plans cover a similar participant headcount to Sep Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Reed & Reed, Inc. Employee Stock Ownership Plan in ME (134 participants, $13M 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 351740069.

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.