ESOP · DOL Form 5500 · 2023
The Severn Group, Inc. ESOP
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 46
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $457,767
- Avg per participant High balance/head
Official DOL plan name: The Severn Group Employee Stock Ownership Plan · Sponsored by The Severn Group, Inc. · Massachusetts · Construction
$21M in assets, 46 participants
The Severn Group, Inc.'s The Severn Group Employee Stock Ownership Plan reported $21M in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #6,517 in Construction (9,030 peers)
The Severn Group, Inc. multi-year trail
The Severn Group, Inc.'s plans moved +2181.3% in assets from 2022 to 2024; this filing shows The Severn Group Employee Stock Ownership Plan at $21M / 46 participants.
- #6,517
- in Construction (9,030 peers)
- -$4M
- reported net income
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Severn Group Employee Stock Ownership Plan's outsized position by total assets
The Severn Group Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,057,300 Top 26% higher than 74% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Severn Group 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. The Severn Group Employee Stock Ownership Plan is a small filing (46 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 550796211 · The Severn Group, Inc. PY 2023 · ESOP
The Severn Group Employee Stock Ownership Plan · $21M · 46 · 74th
- EOY $21M
- 5500 46
- ASSETS 74th
- PCT ESOP
- EIN near Synergi Employee Stock Ownership Plan
- RANK ind #6517
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 →
The Severn Group Employee Stock Ownership Plan in the asset neighbourhood
The Severn Group, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All The Severn Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 2181.302715498047% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 54 | $2M |
| 2023 | 2 | 109 | $24M |
| 2024 | 2 | 133 | $40M |
The Severn Group, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | -$4M |
| Net Income | -$4M |
| Employer EIN | 550796211 |
| Plan Effective Date | 2023-10-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Massachusetts
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Consigli Building Group Employee Stock Ownership Plan $612M · 1,511
- The Gillette Company Employee Stock Ownership Plan $349M · 174
- Shawmut Group Employee Stock Ownership Plan $274M · 716
- First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan $245M · 641
- Eastern Bank Employee Stock Ownership Plan $213M · 1,778
The Severn Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Massachusetts, the nearest ESOP by assets is Synergi Employee Stock Ownership Plan in SC ($21M); 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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
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.