ESOP · DOL Form 5500 · 2023

Symbria Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
894
Participants Near avg headcount
32nd
Percentile by assets National rank
$2,594
Avg per participant Low balance/head
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Official DOL plan name: Symbria Inc. Employee Stock Ownership Plan · Sponsored by Symbria Inc. · Illinois · Healthcare & Social Assistance

$2M in assets, 894 participants

Symbria Inc.'s Symbria Inc. Employee Stock Ownership Plan reported $2M in total assets and 894 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,599 in Healthcare & Social Assistance (17,684 peers)

Symbria Inc. multi-year trail

Symbria Inc.'s plans moved +16.6% in assets from 2022 to 2024; this filing shows Symbria Inc. Employee Stock Ownership Plan at $2M / 894 participants.

#5,599
in Healthcare & Social Assistance (17,684 peers)
+10.7%
assets growth YoY

Symbria Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Symbria Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,319,210 32nd percentile higher than 32% 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

Symbria 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. Symbria Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (894 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Symbria Inc. Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Symbria Inc. Employee Stock Ownership Plan reported participants fell from 1,037 in the plan year 2022 filing to 894 in the plan year 2023 filing.
  • Symbria 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 →

Published 5500 schedule card

Filing strip 364297908 · Symbria Inc. PY 2023 · ESOP

Symbria Inc. Employee Stock Ownership Plan · $2M · 894 · 32nd

  • BOOK $2M
  • VS-ST 894
  • BOY 32nd
  • SCH ESOP
  • EBSA near Phoenix Specialty Inc. Employee Stock Ownership Plan
  • PART ind #5599

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 Illinois →

Symbria Inc. Employee Stock Ownership Plan in the asset neighbourhood

Symbria Inc. Employee Stock Ownership PlanSymbria Inc. Employee Stock …$2MPhoenix Specialty Inc. Employee Stock Ownership PlanPhoenix Specialty Inc. Emplo…$2MSprague's Sports, Inc. Employee Stock Ownership PlanSprague's Sports, Inc. Emplo…$2MEdgerton Gear, Inc. Employee Stock Ownership PlanEdgerton Gear, Inc. Employee…$2MInterstate Drywall Corp. Employee Stock Ownership PlanInterstate Drywall Corp. Emp…$2M
End-of-year total assets ($M) among Symbria Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Symbria Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Symbria Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$58M 16.64905457887027% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $50M $58.3M ▲ +16.7%
Year Plans Participants Total Assets
2022 2 2,831 $50M
2023 2 2,673 $58M
2024 2 2,756 $58M

Symbria Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$27M
Net Income$2M
Employer EIN364297908
Plan Effective Date2015-04-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

Symbria Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. 050001000015000 -1012345 Total assets ($B) Participants Symbria Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00231921 · Participants: 894Symbria Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership Plan
Symbria Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Symbria Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest ESOP by assets is Phoenix Specialty Inc. Employee Stock Ownership Plan in PA ($2M); by covered participants it is Ampam Parks Mechanical, Inc. Profit Sharing Plan in CA (895 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (894 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 Symbria Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Symbria Inc. Employee Stock Ownership Plan grew at a solid clip - up 10.7% during 2023, from $2M to $2M. Reported net income was $2M.
How have Symbria Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Symbria Inc.'s sponsor-wide assets grew 16.6%, from $50M to $58M.
Which ESOP plans are similar in size to Symbria Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Phoenix Specialty Inc. Employee Stock Ownership Plan in PA ($2M, 28 participants).
Which ESOP plans cover a similar participant headcount to Symbria Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ampam Parks Mechanical, Inc. Profit Sharing Plan in CA (895 participants, $3M 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 364297908.

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.