ESOP · DOL Form 5500 · 2024

Sa Group, Inc ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
62
Participants Small participant base
60th
Percentile by assets National rank
$197,543
Avg per participant Above avg balance/head
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Official DOL plan name: Soderholm & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Sa Group, Inc · Minnesota · Administrative & Support Services

$12M in assets, 62 participants

Sa Group, Inc's Soderholm & Associates, Inc. Employee Stock Ownership Plan reported $12M in total assets and 62 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,398 in Administrative & Support Services (4,368 peers)

2024 asset change

Soderholm & Associates, Inc. Employee Stock Ownership Plan pulled back noticeably 8.7% in 2024 ($13M → $12M) for 62 participants.

#3,398
in Administrative & Support Services (4,368 peers)
-8.7%
assets change YoY

The plan reported a net loss of $945K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Soderholm & Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Administrative & Support Services and all filers

Soderholm & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$12,247,653 Top 40% higher than 60% 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

Soderholm & Associates, 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. Soderholm & Associates, Inc. Employee Stock Ownership Plan is a small filing (62 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Soderholm & Associates, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to -$945K in the plan year 2024 filing.
  • Soderholm & Associates, Inc. Employee Stock Ownership Plan reported participants rose from 52 in the plan year 2023 filing to 62 in the plan year 2024 filing.
  • Soderholm & Associates, Inc. Employee Stock Ownership Plan end-of-year assets fell from $13M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 410836048 · Sa Group, Inc PY 2024 · ESOP

Soderholm & Associates, Inc. Employee Stock Ownership Plan · $12M · 62 · 60th

  • IND $12M
  • EOY 62
  • 5500 60th
  • ASSETS ESOP
  • PCT near Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan
  • EIN ind #3398

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 →

Soderholm & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Soderholm & Associates, Inc. Employee Stock Ownership PlanSoderholm & Associates, Inc.…$12MKreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership PlanKreg Enterprises, Inc. Dba K…$12MGai Employee Stock Ownership PlanGai Employee Stock Ownership…$12MGeneral Air Service & Supply Co. Employee Stock Ownership PlanGeneral Air Service & Supply…$12MCoyle Mechanical Supply, Inc. Employee Stock Ownership PlanCoyle Mechanical Supply, Inc…$12M
End-of-year total assets ($M) among Soderholm & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Sa Group, Inc years around the 2024 move

Sponsor-wide plan assets over time

All Sa Group, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$12M 9.371251084322372% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $11.2M $12.3M ▲ +9.4%
Year Plans Participants Total Assets
2022 1 52 $11M
2023 1 52 $13M
2024 1 62 $12M

2024 asset-move particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$10M
Net Income-$945K
Employer EIN410836048
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Minnesota

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

Soderholm & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -500050010001500 Total assets ($M) Participants Soderholm & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 12.247653 · Participants: 62Soderholm & Associates, Inc. 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
Soderholm & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Soderholm & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest ESOP by assets is Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan in IA ($12M); by covered participants it is Comgraphics, Inc. Employee Stock Ownership Plan in IL (62 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (62 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 Soderholm & Associates, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Soderholm & Associates, Inc. Employee Stock Ownership Plan pulled back noticeably - down 8.7% during 2024, from $13M to $12M. Reported net income was -$945K.
How have Sa Group, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sa Group, Inc's sponsor-wide assets grew 9.4%, from $11M to $12M.
Which ESOP plans are similar in size to Soderholm & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan in IA ($12M, 145 participants).
Which ESOP plans cover a similar participant headcount to Soderholm & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Comgraphics, Inc. Employee Stock Ownership Plan in IL (62 participants, $12M 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 410836048.

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.