ESOP · DOL Form 5500 · 2023

Srf Consulting Group, Inc. ESOP

Data updated 2026-08-25

$66M
Total assets Below avg plan size
357
Participants Below avg headcount
88th
Percentile by assets National rank
$186,198
Avg per participant Above avg balance/head
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Official DOL plan name: Srf Consulting Group, Inc. Employee Stock Ownership Plan · Sponsored by Srf Consulting Group, Inc. · Minnesota · Professional & Technical Services

$66M in assets, 357 participants

Srf Consulting Group, Inc.'s Srf Consulting Group, Inc. Employee Stock Ownership Plan reported $66M in total assets and 357 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,177 in Professional & Technical Services (20,321 peers)

Coverage in Minnesota

Srf Consulting Group, Inc. Employee Stock Ownership Plan covers 357 participants in Minnesota, about 32% of the average Minnesota filer (state average ~1,126 per filing). Assets: $66M.

#18,177
in Professional & Technical Services (20,321 peers)
+20.7%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Srf Consulting Group, Inc. Employee Stock Ownership Plan's outsized position by total assets

Srf Consulting Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$66,472,535 Top 12% higher than 88% 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

Srf Consulting Group, 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. Srf Consulting Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (357 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Srf Consulting Group, Inc. Employee Stock Ownership Plan reported net income rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Srf Consulting Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $55M in the plan year 2022 filing to $66M in the plan year 2023 filing.
  • Srf Consulting Group, Inc. Employee Stock Ownership Plan reported participants rose from 352 in the plan year 2022 filing to 357 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 410847319 · Srf Consulting Group, Inc. PY 2023 · ESOP

Srf Consulting Group, Inc. Employee Stock Ownership Plan · $66M · 357 · 88th

  • TYPE $66M
  • NET 357
  • BOOK 88th
  • VS-ST ESOP
  • BOY near Fabarc Steel Supply, Inc. Employee Stock Ownership Plan
  • SCH ind #18177

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 Minnesota →

Srf Consulting Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Fabarc Steel Supply, Inc. Employee Stock Ownership PlanFabarc Steel Supply, Inc. Em…$67MSrf Consulting Group, Inc. Employee Stock Ownership PlanSrf Consulting Group, Inc. E…$66MConsolidated Bus Transit, Inc. ESOPConsolidated Bus Transit, In…$66MBesser Company Employee Stock Ownership PlanBesser Company Employee Stoc…$66MColorado Structures, Inc. Employee Stock Ownership PlanColorado Structures, Inc. Em…$66M
End-of-year total assets ($M) among Srf Consulting Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$65M
Net Income$12M
Employer EIN410847319
Plan Effective Date2008-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Srf Consulting Group, Inc.)

Sponsor-wide plan assets over time

All Srf Consulting Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$178M 39.54602219955968% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $128M $178M ▲ +39.5%
Year Plans Participants Total Assets
2022 2 690 $128M
2023 2 697 $156M
2024 2 792 $178M

Nearby ESOP Plans in Minnesota

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

Srf Consulting Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 02004006008001000 Total assets ($M) Participants Srf Consulting Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 66.472535 · Participants: 357Srf Consulting Group, Inc. Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 899.073238 · Participants: 11644Andersen Corporation Employee Stock Ownership PlanKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 497.538965 · Participants: 789Kingdom Enterprises, Inc. Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 432.374379 · Participants: 446Landscape Structures, Inc. Employee Stock Ownership Plan and TrustHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 431.874919 · Participants: 4575Hormel Foods Corporation Joint Earnings Profit Sharing TrustForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 426.610266 · Participants: 412Force America Inc. Employee Stock Ownership Plan
Srf Consulting Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Srf Consulting Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest ESOP by assets is Fabarc Steel Supply, Inc. Employee Stock Ownership Plan in AL ($67M); by covered participants it is Flywheel Employee Stock Ownership Plan in WI (358 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (357 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 Srf Consulting Group, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Srf Consulting Group, Inc. Employee Stock Ownership Plan grew sharply - up 20.7% during 2023, from $55M to $66M. Reported net income was $12M.
How have Srf Consulting Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Srf Consulting Group, Inc.'s sponsor-wide assets grew 39.5%, from $128M to $178M.
Where does Srf Consulting Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Srf Consulting Group, Inc. Employee Stock Ownership Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Srf Consulting Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Fabarc Steel Supply, Inc. Employee Stock Ownership Plan in AL ($67M, 214 participants).
Which ESOP plans cover a similar participant headcount to Srf Consulting Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Flywheel Employee Stock Ownership Plan in WI (358 participants, $35M 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 410847319.

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.