ESOP · DOL Form 5500 · 2023

Shop Data Systems, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
16
Participants Small participant base
33rd
Percentile by assets National rank
$153,351
Avg per participant Above avg balance/head
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Official DOL plan name: Shop Data Systems, Inc. Employee Stock Ownership Plan · Sponsored by Shop Data Systems, Inc. · Texas · Professional & Technical Services

$2M in assets, 16 participants

Shop Data Systems, Inc.'s Shop Data Systems, Inc. Employee Stock Ownership Plan reported $2M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,969 in Professional & Technical Services (20,321 peers)

Shop Data Systems, Inc. multi-year trail

Shop Data Systems, Inc.'s plans moved +34.5% in assets from 2022 to 2024; this filing shows Shop Data Systems, Inc. Employee Stock Ownership Plan at $2M / 16 participants.

#5,969
in Professional & Technical Services (20,321 peers)
+3.2%
assets growth YoY

Shop Data Systems, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Shop Data Systems, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,453,608 33rd percentile higher than 33% 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

Shop Data Systems, 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. Shop Data Systems, Inc. Employee Stock Ownership Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shop Data Systems, Inc. Employee Stock Ownership Plan reported net income fell from $258K in the plan year 2022 filing to $76K in the plan year 2023 filing.
  • Shop Data Systems, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 751474383 · Shop Data Systems, Inc. PY 2023 · ESOP

Shop Data Systems, Inc. Employee Stock Ownership Plan · $2M · 16 · 33rd

  • BOY $2M
  • SCH 16
  • EBSA 33rd
  • PART ESOP
  • TYPE near Gemini Stock Program
  • NET ind #5969

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 Texas →

Shop Data Systems, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Reproductions, Inc. Employee Stock Ownership PlanReproductions, Inc. Employee…$2MGemini Stock Program$2MShop Data Systems, Inc. Employee Stock Ownership PlanShop Data Systems, Inc. Empl…$2MGold Coast Ingredients, Inc. ESOPGold Coast Ingredients, Inc.…$2MIrp Group, Inc. Employee Stock Ownership PlanIrp Group, Inc. Employee Sto…$2M
End-of-year total assets ($M) among Shop Data Systems, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Shop Data Systems, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Shop Data Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 34.45861059389454% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.38M $3.2M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 16 $2M
2023 1 16 $2M
2024 1 16 $3M

Shop Data Systems, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$76K
Employer EIN751474383
Plan Effective Date2000-04-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Shop Data Systems, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Shop Data Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002453608 · Participants: 16Shop Data Systems, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Shop Data Systems, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Shop Data Systems, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Shop Data Systems, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Gemini Stock Program in MA ($2M); by covered participants it is Tgc Consolidated Employee Stock Ownership Plan in AZ (16 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Shop Data Systems, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Shop Data Systems, Inc. Employee Stock Ownership Plan edged up modestly - up 3.2% during 2023, from $2M to $2M. Reported net income was $76K.
How have Shop Data Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shop Data Systems, Inc.'s sponsor-wide assets grew 34.5%, from $2M to $3M.
Which ESOP plans are similar in size to Shop Data Systems, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Gemini Stock Program in MA ($2M, 205 participants).
Which ESOP plans cover a similar participant headcount to Shop Data Systems, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Tgc Consolidated Employee Stock Ownership Plan in AZ (16 participants, N/A 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 751474383.

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.