ESOP · DOL Form 5500 · 2023

Sharpe Executive Group, Inc. ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
4
Participants Small participant base
73rd
Percentile by assets National rank
$5.1M
Avg per participant High balance/head
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Official DOL plan name: Sharpe Executive Group, Inc. Employee Stock Ownership Plan · Sponsored by Sharpe Executive Group, Inc. · California · Construction

$20M in assets, 4 participants

Sharpe Executive Group, Inc.'s Sharpe Executive Group, Inc. Employee Stock Ownership Plan reported $20M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #6,475 in Construction (9,030 peers)

Sharpe Executive Group, Inc. multi-year trail

Sharpe Executive Group, Inc.'s plans moved -25.2% in assets from 2022 to 2023; this filing shows Sharpe Executive Group, Inc. Employee Stock Ownership Plan at $20M / 4 participants.

#6,475
in Construction (9,030 peers)
-25.2%
assets change YoY

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sharpe Executive Group, Inc. Employee Stock Ownership Plan's outsized position by total assets

Sharpe Executive Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$20,331,317 Top 27% higher than 73% 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

Sharpe Executive Group, Inc. Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sharpe Executive Group, Inc. Employee Stock Ownership Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sharpe Executive Group, Inc. Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to -$7M in the plan year 2023 filing.
  • Sharpe Executive Group, Inc. Employee Stock Ownership Plan end-of-year assets fell from $27M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 954883689 · Sharpe Executive Group, Inc. PY 2023 · ESOP

Sharpe Executive Group, Inc. Employee Stock Ownership Plan · $20M · 4 · 73rd

  • TYPE $20M
  • NET 4
  • BOOK 73rd
  • VS-ST ESOP
  • BOY near Beemac, Inc. Employee Stock Ownership Plan
  • SCH ind #6475

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 →

Sharpe Executive Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Colorado Cleanup Corporation Employee Stock Ownership PlanColorado Cleanup Corporation…$20MTvs Companies Employee Stock Ownership PlanTvs Companies Employee Stock…$20MSharpe Executive Group, Inc. Employee Stock Ownership PlanSharpe Executive Group, Inc.…$20MBeemac, Inc. Employee Stock Ownership PlanBeemac, Inc. Employee Stock …$20MLevel 10 Employee Stock Ownership PlanLevel 10 Employee Stock Owne…$20M
End-of-year total assets ($M) among Sharpe Executive Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Sharpe Executive Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sharpe Executive Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 25.179007656749853% vs 2022
2023 filing year
$15M$20M$25M$30M 20222023 $27.2M $20.3M ▼ -25.2%
Year Plans Participants Total Assets
2022 1 4 $27M
2023 1 4 $20M

Sharpe Executive Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$20M
Net Income-$7M
Employer EIN954883689
Plan Effective Date2007-11-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Sharpe Executive Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Sharpe Executive Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.020331317 · Participants: 4Sharpe Executive Group, Inc. 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
Sharpe Executive Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Sharpe Executive Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Beemac, Inc. Employee Stock Ownership Plan in PA ($20M); by covered participants it is Martingale & Company Employee Stock Ownership Plan in WA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Sharpe Executive Group, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Sharpe Executive Group, Inc. Employee Stock Ownership Plan declined sharply - down 25.2% during 2023, from $27M to $20M. Reported net income was -$7M.
How have Sharpe Executive Group, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Sharpe Executive Group, Inc.'s sponsor-wide assets declined 25.2%, from $27M to $20M.
Which ESOP plans are similar in size to Sharpe Executive Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Beemac, Inc. Employee Stock Ownership Plan in PA ($20M, 90 participants).
Which ESOP plans cover a similar participant headcount to Sharpe Executive Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Martingale & Company Employee Stock Ownership Plan in WA (4 participants, N/A 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 954883689.

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.