ESOP · DOL Form 5500 · 2023

Sohnen Enterprises, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
117
Participants Small participant base
57th
Percentile by assets National rank
$78,117
Avg per participant Below avg balance/head
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Official DOL plan name: Sohnen Enterprises, Inc. Employee Stock Ownership Plan · Sponsored by Sohnen Enterprises, Inc. · California · Wholesale Trade

$9M in assets, 117 participants

Sohnen Enterprises, Inc.'s Sohnen Enterprises, Inc. Employee Stock Ownership Plan reported $9M in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,022 in Wholesale Trade (6,309 peers)

Coverage in California

Sohnen Enterprises, Inc. Employee Stock Ownership Plan covers 117 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $9M.

#3,022
in Wholesale Trade (6,309 peers)
+1.6%
assets growth YoY

The plan reported a net loss of $172K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sohnen Enterprises, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Sohnen Enterprises, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$9,139,683 Top 43% higher than 57% 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

Sohnen Enterprises, Inc. Employee Stock Ownership Plan 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. Sohnen Enterprises, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sohnen Enterprises, Inc. Employee Stock Ownership Plan reported net income fell from $204K in the plan year 2022 filing to -$172K in the plan year 2023 filing.
  • Sohnen Enterprises, Inc. Employee Stock Ownership Plan reported participants fell from 120 in the plan year 2022 filing to 117 in the plan year 2023 filing.
  • Sohnen Enterprises, Inc. Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 952833510 · Sohnen Enterprises, Inc. PY 2023 · ESOP

Sohnen Enterprises, Inc. Employee Stock Ownership Plan · $9M · 117 · 57th

  • VS-ST $9M
  • VS-ST 117
  • VS-ST 57th
  • VS-ST ESOP
  • VS-ST near Mower Employee Stock Ownership Plan
  • VS-ST ind #3022

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 California →

Sohnen Enterprises, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Central Coating Technologies, Inc. Employee Stock Ownership PlanCentral Coating Technologies…$9MLgc Associates Employee Stock Ownership PlanLgc Associates Employee Stoc…$9MSohnen Enterprises, Inc. Employee Stock Ownership PlanSohnen Enterprises, Inc. Emp…$9MMower Employee Stock Ownership PlanMower Employee Stock Ownersh…$9MInfinite Campus, Inc. Employee Stock Ownership Plan and TrustInfinite Campus, Inc. Employ…$9M
End-of-year total assets ($M) among Sohnen Enterprises, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income-$172K
Employer EIN952833510
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sohnen Enterprises, Inc.)

Sponsor-wide plan assets over time

All Sohnen Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 1.6615330359557083% vs 2022
2024 filing year
$14.4M$14.6M$14.8M$15M$15.2M$15.4M 202220232024 $14.6M $14.8M ▲ +1.6%
Year Plans Participants Total Assets
2022 2 240 $15M
2023 2 230 $15M
2024 2 154 $15M

Nearby ESOP Plans in California

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

Sohnen Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Sohnen Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.009139683 · Participants: 117Sohnen Enterprises, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Sohnen Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Sohnen Enterprises, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Sohnen Enterprises, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Mower Employee Stock Ownership Plan in NY ($9M); by covered participants it is Jth Industrial, Inc. Employee Stock Ownership Plan in TN (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Sohnen Enterprises, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Sohnen Enterprises, Inc. Employee Stock Ownership Plan edged up modestly - up 1.6% during 2023, from $9M to $9M. Reported net income was -$172K.
How have Sohnen Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sohnen Enterprises, Inc.'s sponsor-wide assets grew 1.7%, from $15M to $15M.
Which ESOP plans are similar in size to Sohnen Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mower Employee Stock Ownership Plan in NY ($9M, 140 participants).
Which ESOP plans cover a similar participant headcount to Sohnen Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Jth Industrial, Inc. Employee Stock Ownership Plan in TN (117 participants, $12M 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 952833510.

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.