ESOP · DOL Form 5500 · 2024

The Savogran Company ESOP

Data updated 2026-08-25

N/A
Total assets
3
Participants Small participant base
PlainRetire home → About this data RSS: change history

Official DOL plan name: Savogran Company Employee Stock Ownership Plan · Sponsored by The Savogran Company · Massachusetts · Manufacturing

N/A in assets, 3 participants

The Savogran Company's Savogran Company Employee Stock Ownership Plan reported N/A in total assets and 3 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

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 N/A / 3 participants.

-$504K
reported net income

The plan reported a net loss of $504K 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 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 (3 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 -$504K in the plan year 2024 filing.
  • Savogran Company Employee Stock Ownership Plan reported participants fell from 5 in the plan year 2023 filing to 3 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 041810570 · The Savogran Company PY 2024 · ESOP

Savogran Company Employee Stock Ownership Plan · N/A · 3

  • 5500 N/A
  • ASSETS 3
  • PCT PY 2024
  • EIN ESOP
  • RANK near Island City Dray Profit Sharing Plan
  • PHOTO -$504K

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 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
$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.72M $0.5M ▼ -30.6%
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)$504K
Net Assets (End of Year)N/A
Net Income-$504K
Employer EIN041810570
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

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

Savogran Company Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 5 data points. 0500100015002000 0200400600800 Total assets ($M) Participants Consigli Building Group Employee Stock Ownership Plan, Total assets ($M): 729.34706 · Participants: 1684Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 367.792322 · Participants: 139The Gillette Company Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 253.372727 · Participants: 445First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanDavid Clark Employee Stock Ownership Plan, Total assets ($M): 182.6375 · Participants: 236David Clark Employee Stock Ownership PlanNew England Biolabs, Inc. Non-Voting Stock Ownership Plan, Total assets ($M): 162.974294 · Participants: 424New England Biolabs, Inc. Non-Voting Stock Ownership Plan
Savogran Company Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants

Savogran Company Employee Stock Ownership Plan's closest out-of-state ESOP peers by headcount

Outside Massachusetts, the nearest ESOP by covered participants is Island City Dray Profit Sharing Plan in WI (3 participants; this filing: 3 participants).

Similar participant headcount

Nearest other-state filings by covered participants (3 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.

Frequently Asked Questions

How have The Savogran Company plan assets changed over time?
Across 3 plan years on file (2022-2024), The Savogran Company's sponsor-wide assets declined 29.7%, from $717K to $504K.
Which ESOP plans cover a similar participant headcount to Savogran Company Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Island City Dray Profit Sharing Plan in WI (3 participants, $798K in assets).