ESOP · DOL Form 5500 · 2024

Sarsen Capital Corporation ESOP

Data updated 2026-08-11

$47M
Total assets
57
Participants
83rd
Percentile by assets
$821,026
Avg per participant
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Official DOL plan name: Sarsen Capital Corporation Employee Stock Ownership Plan · Sponsored by Sarsen Capital Corporation · Ohio · Finance & Insurance

$47M in assets, 57 participants

Sarsen Capital Corporation's Sarsen Capital Corporation Employee Stock Ownership Plan reported $47M in total assets and 57 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • 83rd percentile by assets (of 123,622 plans)
  • #6,344 in Finance & Insurance (8,549 peers)

Where Sarsen Capital Corporation Employee Stock Ownership Plan sits by assets

Sarsen Capital Corporation Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $47M for 57 participants (~$821,026/participant), up 12.6% in 2024.

$47M
total plan assets (2024 EOY)
57
covered participants
83rd
percentile by assets (of 123,622 plans)
$821,026
avg assets per participant

Where Sarsen Capital Corporation Employee Stock Ownership Plan sits by total assets

Sarsen Capital Corporation Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$46,798,502 Top 17% higher than 83% of 123,620 filed plans

This plan $0 $2,010,000,000 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 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sarsen Capital Corporation Employee Stock Ownership Plan reported net income rose from $512K in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Sarsen Capital Corporation Employee Stock Ownership Plan end-of-year assets rose from $42M in the plan year 2023 filing to $47M in the plan year 2024 filing.
  • Sarsen Capital Corporation Employee Stock Ownership Plan reported participants rose from 54 in the plan year 2023 filing to 57 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Ohio
Industry
Finance & Insurance

Sarsen Capital Corporation Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Sarsen Capital Corporation Employee Stock Ownership Plan outranks 83% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$47M
Net Income$5M
Employer EIN233341606
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sarsen Capital Corporation)

$40M$42M$44M$46M$48M 202220232024 $41.1M $46.8M ▲ +14.0%
Total plan assets by year, all Sarsen Capital Corporation plans on file
Year Plans Participants Total Assets
2022 1 51 $41M
2023 1 54 $42M
2024 1 57 $47M

Nearby ESOP Plans in Ohio

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

Sarsen Capital Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Sarsen Capital Corpo…, Total assets ($B): 0.046798502 · Participants: 57Sarsen Capital Corpo…Procter & Gamble Pro…, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Pro…The Garland Industri…, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industri…Messer Inc. Employee…, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee…Great Lakes Cheese C…, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese C…Cleveland Steel Cont…, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Cont…
Sarsen Capital Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Sarsen Capital Corporation Employee Stoc… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Sarsen Capital Corporation Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Sarsen Capital Corporation Employee Stock Ownership Plan assets move in 2024? ▼
Sarsen Capital Corporation Employee Stock Ownership Plan grew at a solid clip - up 12.6% during 2024, from $42M to $47M. Reported net income was $5M.
How have Sarsen Capital Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sarsen Capital Corporation's sponsor-wide assets grew 14.0%, from $41M to $47M.
Where does Sarsen Capital Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Sarsen Capital Corporation Employee Stock Ownership Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Sarsen Capital Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Valsource, Inc. Employee Stock Ownership Plan in PA ($47M, 220 participants).

Next read for Sarsen Capital Corporation Employee Stoc…

Scale reading

Ways to act on Sarsen Capital Corporation Employee Stock Ownership Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 233341606.

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.