ESOP · DOL Form 5500 · 2023

Santini ESOP, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
176
Participants Small participant base
24th
Percentile by assets National rank
$5,856
Avg per participant Low balance/head
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Official DOL plan name: Santini Employee Stock Ownership Plan · Sponsored by Santini ESOP, Inc. · California · Manufacturing

$1M in assets, 176 participants

Santini ESOP, Inc.'s Santini Employee Stock Ownership Plan reported $1M in total assets and 176 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,953 in Manufacturing (18,722 peers)

Coverage in California

Santini Employee Stock Ownership Plan covers 176 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $1M.

#1,953
in Manufacturing (18,722 peers)
+106.1%
assets growth YoY

Santini Employee Stock Ownership Plan among the smaller filed plans by assets

Santini Employee Stock Ownership Plan vs every filed plan by assets

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

$1,030,570 24th percentile higher than 24% 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

Santini 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. Santini Employee Stock Ownership Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Santini Employee Stock Ownership Plan reported net income rose from -$13M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Santini Employee Stock Ownership Plan end-of-year assets rose from $500K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Santini Employee Stock Ownership Plan reported participants rose from 94 in the plan year 2022 filing to 176 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 874000749 · Santini ESOP, Inc. PY 2023 · ESOP

Santini Employee Stock Ownership Plan · $1M · 176 · 24th

  • EIN $1M
  • EIN 176
  • EIN 24th
  • EIN ESOP
  • EIN near Bayside Solutions, Inc. Employee Stock Ownership Plan
  • EIN ind #1953

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 →

Santini Employee Stock Ownership Plan in the asset neighbourhood

Santini Employee Stock Ownership PlanSantini Employee Stock Owner…$1MBayside Solutions, Inc. Employee Stock Ownership PlanBayside Solutions, Inc. Empl…$1MIsland City Dray Profit Sharing PlanIsland City Dray Profit Shar…$1MWater & Air Research, Inc. Employee Stock Ownership PlanWater & Air Research, Inc. E…$1MVictory Van Corporation Employee Stock Ownership PlanVictory Van Corporation Empl…$1M
End-of-year total assets ($M) among Santini Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$500K
Net Assets (End of Year)-$10M
Net Income$1M
Employer EIN874000749
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Santini ESOP, Inc.)

Sponsor-wide plan assets over time

All Santini ESOP, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$771K 54.108000000000004% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.5M $0.77M ▲ +54.0%
Year Plans Participants Total Assets
2022 1 94 $500K
2023 1 176 $1M
2024 1 164 $771K

Nearby ESOP Plans in California

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

Santini Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Santini Employee Stock Ownership Plan, Total assets ($B): 0.00103057 · Participants: 176Santini 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
Santini Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Santini Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Bayside Solutions, Inc. Employee Stock Ownership Plan in FL ($1M); by covered participants it is Bepc, Incorporated Employee Stock Ownership Plan in TX (176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Santini Employee Stock Ownership Plan assets move in 2023? ▼
Santini Employee Stock Ownership Plan surged - up 106.1% during 2023, from $500K to $1M. Reported net income was $1M.
How have Santini ESOP, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Santini ESOP, Inc.'s sponsor-wide assets grew 54.1%, from $500K to $771K.
Where does Santini Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Santini Employee Stock Ownership Plan ranks in the 24th 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 Santini Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bayside Solutions, Inc. Employee Stock Ownership Plan in FL ($1M, 12 participants).
Which ESOP plans cover a similar participant headcount to Santini Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bepc, Incorporated Employee Stock Ownership Plan in TX (176 participants, $6M 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 874000749.

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.