ESOP · DOL Form 5500 · 2023

Scj Associates, Inc. ESOP

Data updated 2026-08-25

$302K
Total assets Small plan by assets
10
Participants Small participant base
14th
Percentile by assets National rank
$30,227
Avg per participant Low balance/head
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Official DOL plan name: Scj Associates, Inc. Employee Stock Ownership Plan · Sponsored by Scj Associates, Inc. · New York · Professional & Technical Services

$302K in assets, 10 participants

Scj Associates, Inc.'s Scj Associates, Inc. Employee Stock Ownership Plan reported $302K in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.

  • #2,152 in Professional & Technical Services (20,321 peers)

Scj Associates, Inc. multi-year trail

Scj Associates, Inc.'s plans moved -15.8% in assets from 2022 to 2024; this filing shows Scj Associates, Inc. Employee Stock Ownership Plan at $302K / 10 participants.

#2,152
in Professional & Technical Services (20,321 peers)
-16.7%
assets change YoY

The plan reported a net loss of $60K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Scj Associates, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Scj Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$302,271 14th percentile higher than 14% 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

Scj Associates, Inc. Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Scj Associates, Inc. Employee Stock Ownership Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Scj Associates, Inc. Employee Stock Ownership Plan reported net income fell from $92K in the plan year 2022 filing to -$60K in the plan year 2023 filing.
  • Scj Associates, Inc. Employee Stock Ownership Plan end-of-year assets fell from $363K in the plan year 2022 filing to $302K in the plan year 2023 filing.
  • Scj Associates, Inc. Employee Stock Ownership Plan reported participants rose from 9 in the plan year 2022 filing to 10 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 160979349 · Scj Associates, Inc. PY 2023 · ESOP

Scj Associates, Inc. Employee Stock Ownership Plan · $302K · 10 · 14th

  • IND $302K
  • EOY 10
  • 5500 14th
  • ASSETS ESOP
  • PCT near Weber, Hayes & Associates, Inc. Employee Stock Ownership Plan
  • EIN ind #2152

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 New York →

Scj Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Scj Associates, Inc. Employee Stock Ownership PlanScj Associates, Inc. Employe…$302KWeber, Hayes & Associates, Inc. Employee Stock Ownership PlanWeber, Hayes & Associates, I…$301KW.T. Quinn, Inc. Employee Stock Ownership PlanW.T. Quinn, Inc. Employee St…$301KSav-on Plating Inc. Employee Stock Ownership PlanSav-on Plating Inc. Employee…$304KRwd Investment Trust$304K
End-of-year total assets ($M) among Scj Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scj Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Scj Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$306K 15.753403887557996% vs 2022
2024 filing year
$0.28M$0.3M$0.32M$0.34M$0.36M$0.38M 202220232024 $0.36M $0.31M ▼ -13.9%
Year Plans Participants Total Assets
2022 1 9 $363K
2023 1 10 $302K
2024 1 7 $306K

Scj Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$363K
Net Assets (End of Year)$302K
Net Income-$60K
Employer EIN160979349
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

Scj Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Scj Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 0.302271 · Participants: 10Scj Associates, Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
Scj Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants

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

Outside New York, the nearest ESOP by assets is Weber, Hayes & Associates, Inc. Employee Stock Ownership Plan in CA ($301K); by covered participants it is Mantech International Corporation Employee Stock Ownership Plan in VA (10 participants). Same-state nearby plans are listed separately above.

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 Scj Associates, Inc. Employee Stock Ownership Plan assets move in 2023?
Scj Associates, Inc. Employee Stock Ownership Plan declined sharply - down 16.7% during 2023, from $363K to $302K. Reported net income was -$60K.
How have Scj Associates, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Scj Associates, Inc.'s sponsor-wide assets declined 15.8%, from $363K to $306K.
Where does Scj Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Scj Associates, Inc. Employee Stock Ownership Plan ranks in the 14th 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 Scj Associates, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Weber, Hayes & Associates, Inc. Employee Stock Ownership Plan in CA ($301K, 10 participants).
Which ESOP plans cover a similar participant headcount to Scj Associates, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Mantech International Corporation Employee Stock Ownership Plan in VA (10 participants, N/A in assets).