ESOP · DOL Form 5500 · 2024
Sallop Insurance ESOP
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 15
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $1.0M
- Avg per participant High balance/head
Official DOL plan name: Sallop Insurance Employee Stock Ownership Plan · Sponsored by Sallop Insurance · Massachusetts · Finance & Insurance
$16M in assets, 15 participants
Sallop Insurance's Sallop Insurance Employee Stock Ownership Plan reported $16M in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #4,209 in Finance & Insurance (8,549 peers)
What the 2024 filing shows
Sallop Insurance Employee Stock Ownership Plan holds $16M for 15 participants - about $1.0M per participant, above the median plan by assets.
- #4,209
- in Finance & Insurance (8,549 peers)
- -6.3%
- assets change YoY
Sallop Insurance Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers
Sallop Insurance Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,562,198 Top 35% higher than 65% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Sallop Insurance Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sallop Insurance Employee Stock Ownership Plan is a small filing (15 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sallop Insurance Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2023 filing to $422K in the plan year 2024 filing.
- Sallop Insurance Employee Stock Ownership Plan reported participants rose from 14 in the plan year 2023 filing to 15 in the plan year 2024 filing.
- Sallop Insurance Employee Stock Ownership Plan end-of-year assets fell from $17M in the plan year 2023 filing to $16M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 042444641 · Sallop Insurance PY 2024 · ESOP
Sallop Insurance Employee Stock Ownership Plan · $16M · 15 · 65th
- PCT $16M
- PCT 15
- PCT 65th
- PCT ESOP
- PCT near Powermatic Automation Solutions Employee Stock Ownership Plan
- PCT ind #4209
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 Massachusetts →
Sallop Insurance Employee Stock Ownership Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $422K |
| Employer EIN | 042444641 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sallop Insurance)
Sponsor-wide plan assets over time
All Sallop Insurance plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 6.90258208835061% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16 | $15M |
| 2023 | 1 | 14 | $17M |
| 2024 | 1 | 15 | $16M |
Nearby ESOP Plans in Massachusetts
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Consigli Building Group Employee Stock Ownership Plan $729M · 1,684
- The Gillette Company Employee Stock Ownership Plan $368M · 139
- First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan $253M · 445
- David Clark Employee Stock Ownership Plan $183M · 236
- New England Biolabs, Inc. Non-Voting Stock Ownership Plan $163M · 424
Sallop Insurance Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Massachusetts, the nearest ESOP by assets is Powermatic Automation Solutions Employee Stock Ownership Plan in CA ($16M); by covered participants it is Battery-Biz Employee Stock Ownership Plan in CA (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (15 participants); asset peers above are excluded.
- Battery-Biz Employee Stock Ownership Plan (CA) 15 · 0 off
- Eureka Homestead ESOP (LA) 15 · 0 off
- Interwest Construction Employee Stock Ownership Plan (UT) 15 · 0 off
- Quintus, Inc. Employee Stock Ownership Plan (AZ) 15 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.