ESOP · DOL Form 5500 · 2024

Sos Service, Inc. ESOP

Data updated 2026-08-25

$29M
Total assets Below avg plan size
26
Participants Small participant base
77th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Sos Service, Inc. Employee Stock Ownership Plan · Sponsored by Sos Service, Inc. · Indiana · Other Services

$29M in assets, 26 participants

Sos Service, Inc.'s Sos Service, Inc. Employee Stock Ownership Plan reported $29M in total assets and 26 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #6,810 in Other Services (7,719 peers)

Where Sos Service, Inc. Employee Stock Ownership Plan sits by assets

Sos Service, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $29M for 26 participants (~$1.1M/participant), up 41.2% in 2024.

#6,810
in Other Services (7,719 peers)
+41.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sos Service, Inc. Employee Stock Ownership Plan's outsized position by total assets

Sos Service, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$29,058,408 Top 23% higher than 77% 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

Sos Service, 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. Sos Service, Inc. Employee Stock Ownership Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sos Service, Inc. Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Sos Service, Inc. Employee Stock Ownership Plan end-of-year assets rose from $21M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Sos Service, Inc. Employee Stock Ownership Plan reported participants fell from 29 in the plan year 2023 filing to 26 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 352088226 · Sos Service, Inc. PY 2024 · ESOP

Sos Service, Inc. Employee Stock Ownership Plan · $29M · 26 · 77th

  • TYPE $29M
  • NET 26
  • BOOK 77th
  • VS-ST ESOP
  • BOY near Zachary's Chicago Pizza, Inc. Employee Stock Ownership Plan
  • SCH ind #6810

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 Indiana →

Sos Service, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Paragon Trading, Inc ESOP$29MKellner Employee Stock Ownership PlanKellner Employee Stock Owner…$29MSos Service, Inc. Employee Stock Ownership PlanSos Service, Inc. Employee S…$29MZachary's Chicago Pizza, Inc. Employee Stock Ownership PlanZachary's Chicago Pizza, Inc…$29MLnl Abga Money Purchase Plan$29M
End-of-year total assets ($M) among Sos Service, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$29M
Net Income$8M
Employer EIN352088226
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sos Service, Inc.)

Sponsor-wide plan assets over time

All Sos Service, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 68.53072478793601% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $17.2M $29.1M ▲ +68.6%
Year Plans Participants Total Assets
2022 1 26 $17M
2023 1 29 $21M
2024 1 26 $29M

Nearby ESOP Plans in Indiana

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

Sos Service, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants Sos Service, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.029058408 · Participants: 26Sos Service, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 2.185109137 · Participants: 4295Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.432438721 · Participants: 509Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.376983564 · Participants: 1370Nibco Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.170278352 · Participants: 622Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership PlanErmco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.151428287 · Participants: 123Ermco, Inc. Employee Stock Ownership Plan
Sos Service, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Sos Service, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Sos Service, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Zachary's Chicago Pizza, Inc. Employee Stock Ownership Plan in CA ($29M); by covered participants it is Pro-Cut Construction Services, Inc. Employee Stock Ownership Plan in PA (26 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Sos Service, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Sos Service, Inc. Employee Stock Ownership Plan surged - up 41.2% during 2024, from $21M to $29M. Reported net income was $8M.
How have Sos Service, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sos Service, Inc.'s sponsor-wide assets grew 68.5%, from $17M to $29M.
Where does Sos Service, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Sos Service, Inc. Employee Stock Ownership Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Sos Service, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Zachary's Chicago Pizza, Inc. Employee Stock Ownership Plan in CA ($29M, 183 participants).
Which ESOP plans cover a similar participant headcount to Sos Service, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pro-Cut Construction Services, Inc. Employee Stock Ownership Plan in PA (26 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 352088226.

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.