ESOP · DOL Form 5500 · 2023

Severson Group, Inc. ESOP

Data updated 2026-08-25

$58M
Total assets Below avg plan size
148
Participants Small participant base
87th
Percentile by assets National rank
$390,075
Avg per participant High balance/head
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Official DOL plan name: Severson Group Employee Stock Ownership Plan · Sponsored by Severson Group, Inc. · California · Construction

$58M in assets, 148 participants

Severson Group, Inc.'s Severson Group Employee Stock Ownership Plan reported $58M in total assets and 148 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,662 in Construction (9,030 peers)

Coverage in California

Severson Group Employee Stock Ownership Plan covers 148 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $58M.

#7,662
in Construction (9,030 peers)
+9.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Severson Group Employee Stock Ownership Plan's outsized position by total assets

Severson Group Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$57,731,095 Top 13% higher than 87% of 127,068 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 2023

Severson Group Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Severson Group Employee Stock Ownership Plan sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Severson Group Employee Stock Ownership Plan reported participants fell from 166 in the plan year 2022 filing to 148 in the plan year 2023 filing.
  • Severson Group Employee Stock Ownership Plan end-of-year assets rose from $53M in the plan year 2022 filing to $58M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 951550927 · Severson Group, Inc. PY 2023 · ESOP

Severson Group Employee Stock Ownership Plan · $58M · 148 · 87th

  • IND $58M
  • EOY 148
  • 5500 87th
  • ASSETS ESOP
  • PCT near Thalhimer, Inc. Employee Stock Ownership Plan and Trust
  • EIN ind #7662

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 California →

Severson Group Employee Stock Ownership Plan in the asset neighbourhood

Severson Group Employee Stock Ownership PlanSeverson Group Employee Stoc…$58MThalhimer, Inc. Employee Stock Ownership Plan and TrustThalhimer, Inc. Employee Sto…$58MImmi Holdings, Inc. Employee Stock Ownership PlanImmi Holdings, Inc. Employee…$58MCox & Company, Inc. Employee Stock Ownership PlanCox & Company, Inc. Employee…$58MBayland Buildings, Inc. Employee Stock Ownership PlanBayland Buildings, Inc. Empl…$58M
End-of-year total assets ($M) among Severson Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$58M
Net Income$5M
Employer EIN951550927
Plan Effective Date1973-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Severson Group, Inc.)

Sponsor-wide plan assets over time

All Severson Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$58M 9.492251972226631% vs 2022
2023 filing year
$52M$54M$56M$58M$60M 20222023 $52.7M $57.7M ▲ +9.5%
Year Plans Participants Total Assets
2022 1 166 $53M
2023 1 148 $58M

Nearby ESOP Plans in California

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

Severson Group Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Severson Group Employee Stock Ownership Plan, Total assets ($B): 0.057731095 · Participants: 148Severson Group Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Severson Group Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Severson Group Employee Stock Ownership Plan side-by-side with 3 peers →

Severson Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Thalhimer, Inc. Employee Stock Ownership Plan and Trust in VA ($58M); by covered participants it is The T. H. Rogers Lumber Company Employee Stock Ownership Plan in OK (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Severson Group Employee Stock Ownership Plan assets move in 2023? ▼
Severson Group Employee Stock Ownership Plan grew at a solid clip - up 9.5% during 2023, from $53M to $58M. Reported net income was $5M.
How have Severson Group, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Severson Group, Inc.'s sponsor-wide assets grew 9.5%, from $53M to $58M.
Where does Severson Group Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Severson Group Employee Stock Ownership Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Severson Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Thalhimer, Inc. Employee Stock Ownership Plan and Trust in VA ($58M, 319 participants).
Which ESOP plans cover a similar participant headcount to Severson Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The T. H. Rogers Lumber Company Employee Stock Ownership Plan in OK (148 participants, $21M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 951550927.

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.