ESOP · DOL Form 5500 · 2023

Sonalysts, Inc ESOP

Data updated 2026-08-25

$125M
Total assets Near avg plan size
418
Participants Below avg headcount
93rd
Percentile by assets National rank
$299,728
Avg per participant High balance/head
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Official DOL plan name: Sonalysts, Inc. Employee Stock Ownership Plan · Sponsored by Sonalysts, Inc · Connecticut · Professional & Technical Services

$125M in assets, 418 participants

Sonalysts, Inc's Sonalysts, Inc. Employee Stock Ownership Plan reported $125M in total assets and 418 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #19,073 in Professional & Technical Services (20,321 peers)

Where Sonalysts, Inc. Employee Stock Ownership Plan sits by assets

Sonalysts, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $125M for 418 participants (~$299,728/participant), up 5.8% in 2023.

#19,073
in Professional & Technical Services (20,321 peers)
+5.8%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Sonalysts, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

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

$125,286,205 Top 7% higher than 93% 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

Sonalysts, 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. Sonalysts, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (418 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sonalysts, Inc. Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Sonalysts, Inc. Employee Stock Ownership Plan end-of-year assets rose from $118M in the plan year 2022 filing to $125M in the plan year 2023 filing.
  • Sonalysts, Inc. Employee Stock Ownership Plan reported participants rose from 410 in the plan year 2022 filing to 418 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 060902362 · Sonalysts, Inc PY 2023 · ESOP

Sonalysts, Inc. Employee Stock Ownership Plan · $125M · 418 · 93rd

  • PART $125M
  • TYPE 418
  • NET 93rd
  • BOOK ESOP
  • VS-ST near Rincon Research Corporation Money Purchase Pension Plan
  • BOY ind #19073

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 Connecticut →

Sonalysts, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Polyguard Products, Inc. Employee Stock Ownership PlanPolyguard Products, Inc. Emp…$126MRincon Research Corporation Money Purchase Pension PlanRincon Research Corporation …$125MSonalysts, Inc. Employee Stock Ownership PlanSonalysts, Inc. Employee Sto…$125MForm-a-Feed, Inc. Employee Stock Ownership PlanForm-a-Feed, Inc. Employee S…$125MCarylon Corporation Employee Stock Ownership PlanCarylon Corporation Employee…$125M
End-of-year total assets ($M) among Sonalysts, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$118M
Net Assets (End of Year)$125M
Net Income$7M
Employer EIN060902362
Plan Effective Date1979-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sonalysts, Inc)

Sponsor-wide plan assets over time

All Sonalysts, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$272M 14.953632602864719% vs 2022
2024 filing year
$220M$240M$260M$280M 202220232024 $236M $272M ▲ +15.0%
Year Plans Participants Total Assets
2022 2 820 $236M
2023 2 836 $259M
2024 2 817 $272M

Nearby ESOP Plans in Connecticut

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

Sonalysts, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 0100200300400500600 0100200300400 Total assets ($M) Participants Sonalysts, Inc. Employee Stock Ownership Plan, Total assets ($M): 125.286205 · Participants: 418Sonalysts, Inc. Employee Stock Ownership PlanMott Corporation Employee Stock Ownership Plan, Total assets ($M): 360.458407 · Participants: 269Mott Corporation Employee Stock Ownership PlanBl Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 113.226057 · Participants: 323Bl Companies, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 96.349012 · Participants: 529Eurpac Service, Inc. Employee Stock Ownership PlanTwin Mro Employee Stock Ownership Plan, Total assets ($M): 82.993881 · Participants: 93Twin Mro Employee Stock Ownership PlanHamilton Point Investments ESOP, Total assets ($M): 51.206792 · Participants: 95Hamilton Point Investments ESOP
Sonalysts, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants
Compare Sonalysts, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest ESOP by assets is Rincon Research Corporation Money Purchase Pension Plan in AZ ($125M); by covered participants it is Gutchess Lumber Employee Stock Ownership Plan in NY (418 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (418 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 Sonalysts, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Sonalysts, Inc. Employee Stock Ownership Plan grew at a solid clip - up 5.8% during 2023, from $118M to $125M. Reported net income was $7M.
How have Sonalysts, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sonalysts, Inc's sponsor-wide assets grew 15.0%, from $236M to $272M.
Where does Sonalysts, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Sonalysts, Inc. Employee Stock Ownership Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Sonalysts, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rincon Research Corporation Money Purchase Pension Plan in AZ ($125M, 334 participants).
Which ESOP plans cover a similar participant headcount to Sonalysts, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Gutchess Lumber Employee Stock Ownership Plan in NY (418 participants, $23M 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 060902362.

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.