ESOP · DOL Form 5500 · 2024

S&y Group, Inc. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
42
Participants Small participant base
67th
Percentile by assets National rank
$403,461
Avg per participant High balance/head
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Official DOL plan name: Swanson & Youngdale Employee Stock Ownership Plan · Sponsored by S&y Group, Inc. · Minnesota · Construction

$17M in assets, 42 participants

S&y Group, Inc.'s Swanson & Youngdale Employee Stock Ownership Plan reported $17M in total assets and 42 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #5,939 in Construction (9,039 peers)

What the 2024 filing shows

Swanson & Youngdale Employee Stock Ownership Plan holds $17M for 42 participants - about $403,461 per participant, above the median plan by assets.

#5,939
in Construction (9,039 peers)
+7.5%
assets growth YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Swanson & Youngdale Employee Stock Ownership Plan's outsized position by total assets

Swanson & Youngdale Employee Stock Ownership Plan vs every filed plan by assets

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

$16,945,361 Top 33% higher than 67% 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

Swanson & Youngdale 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. Swanson & Youngdale Employee Stock Ownership Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Swanson & Youngdale Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Swanson & Youngdale Employee Stock Ownership Plan end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Swanson & Youngdale Employee Stock Ownership Plan reported participants rose from 41 in the plan year 2023 filing to 42 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 842229083 · S&y Group, Inc. PY 2024 · ESOP

Swanson & Youngdale Employee Stock Ownership Plan · $17M · 42 · 67th

  • PART $17M
  • TYPE 42
  • NET 67th
  • BOOK ESOP
  • VS-ST near Cgp Foods Inc. Employee Stock Ownership Plan
  • BOY ind #5939

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 →

Swanson & Youngdale Employee Stock Ownership Plan in the asset neighbourhood

Fire & Ice Holdings, Inc. Employee Stock Ownership PlanFire & Ice Holdings, Inc. Em…$17MSwanson & Youngdale Employee Stock Ownership PlanSwanson & Youngdale Employee…$17MNw Entertainment, Inc. Employee Stock Ownership PlanNw Entertainment, Inc. Emplo…$17MCgp Foods Inc. Employee Stock Ownership PlanCgp Foods Inc. Employee Stoc…$17MThe Bobbitt Group, Inc. Employee Stock Ownership PlanThe Bobbitt Group, Inc. Empl…$17M
End-of-year total assets ($M) among Swanson & Youngdale Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$11M
Net Income-$1M
Employer EIN842229083
Plan Effective Date1980-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (S&y Group, Inc.)

Sponsor-wide plan assets over time

All S&y Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 7.293191950364422% vs 2022
2024 filing year
$15.5M$16M$16.5M$17M$17.5M 202220232024 $15.8M $17M ▲ +7.3%
Year Plans Participants Total Assets
2022 1 40 $16M
2023 1 41 $16M
2024 1 42 $17M

Nearby ESOP Plans in Minnesota

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

Swanson & Youngdale Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -500050010001500 Total assets ($M) Participants Swanson & Youngdale Employee Stock Ownership Plan, Total assets ($M): 16.945361 · Participants: 42Swanson & Youngdale Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 962.686911 · Participants: 12104Andersen Corporation Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 593.784492 · Participants: 490Landscape Structures, Inc. Employee Stock Ownership Plan and TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 593.525018 · Participants: 782Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 472.716981 · Participants: 615Force America Inc. Employee Stock Ownership PlanAblenet, Inc. Employee Stock Ownership Plan, Total assets ($M): 459.837439 · Participants: 134Ablenet, Inc. Employee Stock Ownership Plan
Swanson & Youngdale Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Swanson & Youngdale Employee Stock Ownership Plan side-by-side with 3 peers →

Swanson & Youngdale Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Cgp Foods Inc. Employee Stock Ownership Plan in WV ($17M); by covered participants it is Sdg Architects, Inc. ESOP in CA (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Swanson & Youngdale Employee Stock Ownership Plan assets move in 2024? ▼
Swanson & Youngdale Employee Stock Ownership Plan grew at a solid clip - up 7.5% during 2024, from $16M to $17M. Reported net income was -$1M.
How have S&y Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S&y Group, Inc.'s sponsor-wide assets grew 7.3%, from $16M to $17M.
Which ESOP plans are similar in size to Swanson & Youngdale Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Cgp Foods Inc. Employee Stock Ownership Plan in WV ($17M, 283 participants).
Which ESOP plans cover a similar participant headcount to Swanson & Youngdale Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sdg Architects, Inc. ESOP in CA (42 participants, $4M 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 842229083.

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.