ESOP · DOL Form 5500 · 2024

Somerville, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
43
Participants Small participant base
54th
Percentile by assets National rank
$215,454
Avg per participant Above avg balance/head
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Official DOL plan name: Somerville, Inc. Employee Stock Ownership Plan · Sponsored by Somerville, Inc. · Wisconsin · Professional & Technical Services

$9M in assets, 43 participants

Somerville, Inc.'s Somerville, Inc. Employee Stock Ownership Plan reported $9M in total assets and 43 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,558 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Somerville, Inc. Employee Stock Ownership Plan holds $9M for 43 participants - about $215,454 per participant, above the median plan by assets.

#10,558
in Professional & Technical Services (20,173 peers)
+4.6%
assets growth YoY

Somerville, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

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

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

$9,264,540 Top 46% higher than 54% of 123,620 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 2024

Somerville, Inc. 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. Somerville, Inc. Employee Stock Ownership Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Somerville, Inc. Employee Stock Ownership Plan reported net income rose from $123K in the plan year 2023 filing to $456K in the plan year 2024 filing.
  • Somerville, Inc. Employee Stock Ownership Plan reported participants rose from 39 in the plan year 2023 filing to 43 in the plan year 2024 filing.
  • Somerville, Inc. Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 390915571 · Somerville, Inc. PY 2024 · ESOP

Somerville, Inc. Employee Stock Ownership Plan · $9M · 43 · 54th

  • PCT $9M
  • PCT 43
  • PCT 54th
  • PCT ESOP
  • PCT near Condor Capital Management Employee Stock Ownership Plan
  • PCT ind #10558

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 Wisconsin →

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

Condor Capital Management Employee Stock Ownership PlanCondor Capital Management Em…$9MFlippo Construction Company, Inc. Employee Stock Ownership PlanFlippo Construction Company,…$9MContinuum Dynamics, Inc. Employee Stock Ownership PlanContinuum Dynamics, Inc. Emp…$9MSomerville, Inc. Employee Stock Ownership PlanSomerville, Inc. Employee St…$9MAsg Holdings Employee Stock Ownership PlanAsg Holdings Employee Stock …$9M
End-of-year total assets ($M) among Somerville, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$456K
Employer EIN390915571
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Somerville, Inc.)

Sponsor-wide plan assets over time

All Somerville, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 6.734245721230408% vs 2022
2024 filing year
$8.6M$8.8M$9M$9.2M$9.4M 202220232024 $8.68M $9.26M ▲ +6.7%
Year Plans Participants Total Assets
2022 1 39 $9M
2023 1 39 $9M
2024 1 43 $9M

Nearby ESOP Plans in Wisconsin

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

Somerville, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Somerville, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00926454 · Participants: 43Somerville, Inc. Employee Stock Ownership PlanSchreiber Foods, Inc Employee Stock Ownership Plan, Total assets ($B): 3.761100176 · Participants: 6519Schreiber Foods, Inc Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.795573537 · Participants: 2967Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.604138718 · Participants: 1689Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.332844757 · Participants: 834Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.31505419 · Participants: 266Trachte Building Systems Employee Stock Ownership Plan
Somerville, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Somerville, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Condor Capital Management Employee Stock Ownership Plan in NJ ($9M); by covered participants it is Amended and Restated ESOP and Trust of Metcalf Archaeological Consultants, Inc. in CO (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 did Somerville, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Somerville, Inc. Employee Stock Ownership Plan edged up modestly - up 4.6% during 2024, from $9M to $9M. Reported net income was $456K.
How have Somerville, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Somerville, Inc.'s sponsor-wide assets grew 6.7%, from $9M to $9M.
Which ESOP plans are similar in size to Somerville, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Condor Capital Management Employee Stock Ownership Plan in NJ ($9M, 20 participants).
Which ESOP plans cover a similar participant headcount to Somerville, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Amended and Restated ESOP and Trust of Metcalf Archaeological Consultants, Inc. in CO (43 participants, $9M in assets).

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 390915571.

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.