ESOP · DOL Form 5500 · 2024
The Sigma Group, Inc. ESOP
Data updated 2026-08-11
- $12M
- Total assets
- 60
- Participants
- 60th
- Percentile by assets
- $202,220
- Avg per participant
Official DOL plan name: Sigma Employee Stock Ownership Plan · Sponsored by The Sigma Group, Inc. · Wisconsin · Professional & Technical Services
$12M in assets, 60 participants
The Sigma Group, Inc.'s Sigma Employee Stock Ownership Plan reported $12M in total assets and 60 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.
- 60th percentile by assets (of 123,622 plans)
- #11,801 in Professional & Technical Services (20,173 peers)
The Sigma Group, Inc. multi-year trail
The Sigma Group, Inc.'s plans moved +14.2% in assets from 2022 to 2024; this filing shows Sigma Employee Stock Ownership Plan at $12M / 60 participants.
- $12M
- total plan assets (2024 EOY)
- 60
- covered participants
- 60th
- percentile by assets (of 123,622 plans)
- $202,220
- avg assets per participant
Where Sigma Employee Stock Ownership Plan sits by total assets
Sigma Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,133,225 Top 40% higher than 60% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sigma Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to $521K in the plan year 2024 filing.
- Sigma Employee Stock Ownership Plan reported participants rose from 56 in the plan year 2023 filing to 60 in the plan year 2024 filing.
- Sigma Employee Stock Ownership Plan end-of-year assets rose from $12M in the plan year 2023 filing to $12M in the plan year 2024 filing.
The Sigma Group, Inc. across 3 plan years on file
Across the 3 plan years The Sigma Group, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $11M to $12M, a gain of 14.2%, while reported participants moved from 47 to 60 (+27.7%). Peak year by sponsor assets: 2024 ($12M); trough: 2022 ($11M).
The Sigma Group, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 47 | $11M |
| 2023 | 1 | 56 | $12M |
| 2024 | 1 | 60 | $12M |
The Sigma Group, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $521K |
| Employer EIN | 391687373 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Schreiber Foods, Inc Employee Stock Ownership Plan $3.8B · 6,519
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $796M · 2,967
- Ki Employee Stock Ownership Plan $604M · 1,689
- Wausau Supply Company Employee Stock Ownership Plan $333M · 834
- Trachte Building Systems Employee Stock Ownership Plan $315M · 266
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Sigma Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Sigma Employee Stock Ownership Plan assets move in 2024? ▼
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Next read for Sigma Employee Stock Ownership Plan
Multi-year trail
Ways to act on Sigma Employee Stock Ownership Plan's numbers.
- By total assets, Sigma Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
- The Sigma Group, Inc.'s sponsor-wide assets have grown 14.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans