ESOP · DOL Form 5500 · 2024

Social Policy Research Associates, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
52
Participants Small participant base
41st
Percentile by assets National rank
$92,039
Avg per participant Below avg balance/head
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Official DOL plan name: Social Policy Research Associates Inc Employee Stock Ownership Plan · Sponsored by Social Policy Research Associates, Inc. · California · Administrative & Support Services

$5M in assets, 52 participants

Social Policy Research Associates, Inc.'s Social Policy Research Associates Inc Employee Stock Ownership Plan reported $5M in total assets and 52 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,816 in Administrative & Support Services (4,368 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Social Policy Research Associates Inc Employee Stock Ownership Plan ranks #2,816 of 4,368 2024 filers by assets (603% of the sector average)-$5M for 52 participants.

#2,816
in Administrative & Support Services (4,368 peers)
+7.9%
assets growth YoY

Social Policy Research Associates Inc Employee Stock Ownership Plan's mid-pack asset rank among Administrative & Support Services and all filers

Social Policy Research Associates Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$4,786,049 41st percentile higher than 41% 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

Social Policy Research 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. Social Policy Research Associates Inc Employee Stock Ownership Plan is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Social Policy Research Associates Inc Employee Stock Ownership Plan reported net income rose from $70K in the plan year 2023 filing to $397K in the plan year 2024 filing.
  • Social Policy Research Associates Inc Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Social Policy Research Associates Inc Employee Stock Ownership Plan reported participants fell from 55 in the plan year 2023 filing to 52 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 943143216 · Social Policy Research Associates, Inc. PY 2024 · ESOP

Social Policy Research Associates Inc Employee Stock Ownership Plan · $5M · 52 · 41st

  • BOOK $5M
  • VS-ST 52
  • BOY 41st
  • SCH ESOP
  • EBSA near S. Macdonald Holding Co., Inc. Employee Stock Ownership Plan
  • PART ind #2816

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 →

Social Policy Research Associates Inc Employee Stock Ownership Plan in the asset neighbourhood

Steckbeck Engineering & Surveying, Inc. ESOPSteckbeck Engineering & Surv…$5MDanbert Holdings, Inc. Employee Stock Ownership PlanDanbert Holdings, Inc. Emplo…$5MSocial Policy Research Associates Inc Employee Stock Ownership PlanSocial Policy Research Assoc…$5MS. Macdonald Holding Co., Inc. Employee Stock Ownership PlanS. Macdonald Holding Co., In…$5MAdr & Associates Employee Stock Ownership PlanAdr & Associates Employee St…$5M
End-of-year total assets ($M) among Social Policy Research Associates Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$397K
Employer EIN943143216
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Social Policy Research Associates, Inc.)

Sponsor-wide plan assets over time

All Social Policy Research Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 6.6790522467903% vs 2022
2024 filing year
$4.4M$4.6M$4.8M$5M 202220232024 $4.49M $4.79M ▲ +6.7%
Year Plans Participants Total Assets
2022 1 45 $4M
2023 1 55 $4M
2024 1 52 $5M

Nearby ESOP Plans in California

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

Social Policy Research Associates Inc Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Social Policy Research Associates Inc Employee Stock Ownership Plan, Total assets ($B): 0.004786049 · Participants: 52Social Policy Research Associates Inc Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Social Policy Research Associates Inc Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Social Policy Research Associates Inc Employee Stock Ownership Plan side-by-side with 3 peers →

Social Policy Research Associates Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is S. Macdonald Holding Co., Inc. Employee Stock Ownership Plan in FL ($5M); by covered participants it is Pro-Tec Design, Inc. Employee Stock Ownership Plan in MN (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 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 Social Policy Research Associates Inc Employee Stock Ownership Plan assets move in 2024? ▼
Social Policy Research Associates Inc Employee Stock Ownership Plan grew at a solid clip - up 7.9% during 2024, from $4M to $5M. Reported net income was $397K.
How have Social Policy Research Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Social Policy Research Associates, Inc.'s sponsor-wide assets grew 6.7%, from $4M to $5M.
Which ESOP plans are similar in size to Social Policy Research Associates Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is S. Macdonald Holding Co., Inc. Employee Stock Ownership Plan in FL ($5M, 73 participants).
Which ESOP plans cover a similar participant headcount to Social Policy Research Associates Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pro-Tec Design, Inc. Employee Stock Ownership Plan in MN (52 participants, $820K 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 943143216.

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.