ESOP · DOL Form 5500 · 2024
The Savogran Company ESOP
Data updated 2026-08-25
- $504K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $100,813
- Avg per participant Below avg balance/head
Official DOL plan name: Savogran Company Employee Stock Ownership Plan · Sponsored by The Savogran Company · Massachusetts · Manufacturing
$504K in assets, 5 participants
The Savogran Company's Savogran Company Employee Stock Ownership Plan reported $504K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.
- #1,228 in Manufacturing (17,777 peers)
The Savogran Company multi-year trail
The Savogran Company's plans moved -29.7% in assets from 2022 to 2024; this filing shows Savogran Company Employee Stock Ownership Plan at $504K / 5 participants.
- #1,228
- in Manufacturing (17,777 peers)
- -26.7%
- assets change YoY
The plan reported a net loss of $184K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Savogran Company Employee Stock Ownership Plan among the smaller filed plans by assets
Savogran Company Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$504,065 18th percentile higher than 18% 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
Savogran Company Employee Stock Ownership Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Savogran Company Employee Stock Ownership Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Savogran Company Employee Stock Ownership Plan reported net income fell from -$29K in the plan year 2023 filing to -$184K in the plan year 2024 filing.
- Savogran Company Employee Stock Ownership Plan end-of-year assets fell from $688K in the plan year 2023 filing to $504K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 041810570 · The Savogran Company PY 2024 · ESOP
Savogran Company Employee Stock Ownership Plan · $504K · 5 · 18th
- EIN $504K
- RANK 5
- PHOTO 18th
- IND ESOP
- EOY near Detterbeck Johnson & Monsen, Ltd. Employees' Stock Ownership Plan
- 5500 ind #1228
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 →
Savogran Company Employee Stock Ownership Plan in the asset neighbourhood
The Savogran Company multi-year asset trail
Sponsor-wide plan assets over time
All The Savogran Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $504K 29.690987100517763% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $717K |
| 2023 | 1 | 5 | $688K |
| 2024 | 2 | 8 | $504K |
The Savogran Company filing trail (2024)
| Total Assets (Beginning of Year) | $688K |
|---|---|
| Net Assets (End of Year) | $504K |
| Net Income | -$184K |
| Employer EIN | 041810570 |
| Plan Effective Date | 1988-01-01 |
| 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 $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
Savogran Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Massachusetts, the nearest ESOP by assets is Detterbeck Johnson & Monsen, Ltd. Employees' Stock Ownership Plan in IL ($505K); by covered participants it is Hts Inc. Employee Stock Ownership Plan in AZ (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($504K here).
- Detterbeck Johnson & Monsen, Ltd. Employees' Stock Ownership Plan (IL) $505K · 5
- Rochester Lead Works, Incorporated and Affiliates Employee Stock Ownership Plan (NY) $503K · N/A
- Becht Engineering Bt Employee Stock Ownership Plan (NJ) $506K · 54
- Genesis Glass & Mirror, Inc. Employee Stock Ownership Plan (TN) $506K · 34
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.