ESOP · DOL Form 5500 · 2024
Sarsen Capital Corporation ESOP
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 57
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $821,026
- Avg per participant High balance/head
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.
- #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.
- #6,344
- in Finance & Insurance (8,549 peers)
- +12.6%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Sarsen Capital Corporation Employee Stock Ownership Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Sarsen Capital Corporation Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sarsen Capital Corporation Employee Stock Ownership Plan is a small filing (57 participants) on this national headcount ladder.
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.
Plan-year Form 5500 strip
Filing strip 233341606 · Sarsen Capital Corporation PY 2024 · ESOP
Sarsen Capital Corporation Employee Stock Ownership Plan · $47M · 57 · 83rd
- PCT $47M
- PCT 57
- PCT 83rd
- PCT ESOP
- PCT near Valsource, Inc. Employee Stock Ownership Plan
- PCT ind #6344
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 Ohio →
Sarsen Capital Corporation Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $5M |
| Employer EIN | 233341606 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sarsen Capital Corporation)
Sponsor-wide plan assets over time
All Sarsen Capital Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 13.971089041521411% vs 2022
- 2024 filing year
| 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.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $22.0B · 33,639
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $2.0B · 1,118
- Messer Inc. Employee Stock Ownership Plan $696M · 903
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $502M · 4,264
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $485M · 415
Sarsen Capital Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Ohio, the nearest ESOP by assets is Valsource, Inc. Employee Stock Ownership Plan in PA ($47M); by covered participants it is Ma Bank Employee Stock Ownership Plan in MO (57 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
Similar participant headcount
Nearest other-state filings by covered participants (57 participants); asset peers above are excluded.
- Ma Bank Employee Stock Ownership Plan (MO) 57 · 0 off
- Maclease, Inc. Employee Stock Ownership Plan (VA) 57 · 0 off
- Eei Employee Stock Ownership Plan (CO) 57 · 0 off
- Brockway-Smith Company Profit Sharing Plan & Trust (MA) 57 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.