ESOP · DOL Form 5500 · 2023

M.W. Sausse & Co., Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
46
Participants Small participant base
45th
Percentile by assets National rank
$113,158
Avg per participant Below avg balance/head
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Official DOL plan name: M.W. Sausse & Co., Inc. Employee Stock Ownership Plan · Sponsored by M.W. Sausse & Co., Inc. · California · Manufacturing

$5M in assets, 46 participants

M.W. Sausse & Co., Inc.'s M.W. Sausse & Co., Inc. Employee Stock Ownership Plan reported $5M in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #5,309 in Manufacturing (18,722 peers)

M.W. Sausse & Co., Inc. multi-year trail

M.W. Sausse & Co., Inc.'s plans moved +14.5% in assets from 2022 to 2023; this filing shows M.W. Sausse & Co., Inc. Employee Stock Ownership Plan at $5M / 46 participants.

#5,309
in Manufacturing (18,722 peers)
+14.5%
assets growth YoY

M.W. Sausse & Co., Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

M.W. Sausse & Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,205,265 45th percentile higher than 45% 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

M.W. Sausse & Co., Inc. Employee Stock Ownership 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. M.W. Sausse & Co., Inc. Employee Stock Ownership Plan is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • M.W. Sausse & Co., Inc. Employee Stock Ownership Plan reported net income rose from -$804K in the plan year 2022 filing to $409K in the plan year 2023 filing.
  • M.W. Sausse & Co., Inc. Employee Stock Ownership Plan reported participants fell from 55 in the plan year 2022 filing to 46 in the plan year 2023 filing.
  • M.W. Sausse & Co., Inc. Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 952121049 · M.W. Sausse & Co., Inc. PY 2023 · ESOP

M.W. Sausse & Co., Inc. Employee Stock Ownership Plan · $5M · 46 · 45th

  • PCT $5M
  • EIN 46
  • RANK 45th
  • PHOTO ESOP
  • IND near Artisans, Inc. Employee Stock Ownership Plan and Trust
  • EOY ind #5309

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 →

M.W. Sausse & Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

M.W. Sausse & Co., Inc. Employee Stock Ownership PlanM.W. Sausse & Co., Inc. Empl…$5MArtisans, Inc. Employee Stock Ownership Plan and TrustArtisans, Inc. Employee Stoc…$5MElectromek Diagnostic Systems, Inc. Employee Stock Ownership PlanElectromek Diagnostic System…$5MS.M. Osgood Company Employee Stock Ownership Plan and TrustS.M. Osgood Company Employee…$5MEpipheo Incorporated Employee Stock Ownership PlanEpipheo Incorporated Employe…$5M
End-of-year total assets ($M) among M.W. Sausse & Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

M.W. Sausse & Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All M.W. Sausse & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 14.544294257122894% vs 2022
2023 filing year
$4M$4.5M$5M$5.5M 20222023 $4.54M $5.21M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 55 $5M
2023 1 46 $5M

M.W. Sausse & Co., Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$409K
Employer EIN952121049
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

M.W. Sausse & Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants M.W. Sausse & Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.005205265 · Participants: 46M.W. Sausse & Co., 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
M.W. Sausse & Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare M.W. Sausse & Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

M.W. Sausse & Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Artisans, Inc. Employee Stock Ownership Plan and Trust in WI ($5M); by covered participants it is Ten-E Packaging Services, Inc. Employee Stock Ownership Plan and Trust in MN (46 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (46 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 M.W. Sausse & Co., Inc. Employee Stock Ownership Plan assets move in 2023? ▼
M.W. Sausse & Co., Inc. Employee Stock Ownership Plan grew at a solid clip - up 14.5% during 2023, from $5M to $5M. Reported net income was $409K.
How have M.W. Sausse & Co., Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), M.W. Sausse & Co., Inc.'s sponsor-wide assets grew 14.5%, from $5M to $5M.
Which ESOP plans are similar in size to M.W. Sausse & Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Artisans, Inc. Employee Stock Ownership Plan and Trust in WI ($5M, 63 participants).
Which ESOP plans cover a similar participant headcount to M.W. Sausse & Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ten-E Packaging Services, Inc. Employee Stock Ownership Plan and Trust in MN (46 participants, $10M 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 952121049.

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.