ESOP · DOL Form 5500 · 2024
Seneca Savings ESOP
Data updated 2026-08-25
- $679K
- Total assets Small plan by assets
- 42
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $16,161
- Avg per participant Low balance/head
Official DOL plan name: Seneca Savings Employee Stock Ownership Plan · Sponsored by Seneca Savings · New York · Finance & Insurance
$679K in assets, 42 participants
Seneca Savings's Seneca Savings Employee Stock Ownership Plan reported $679K in total assets and 42 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.
- #937 in Finance & Insurance (8,549 peers)
Seneca Savings multi-year trail
Seneca Savings's plans moved -20.5% in assets from 2022 to 2024; this filing shows Seneca Savings Employee Stock Ownership Plan at $679K / 42 participants.
- #937
- in Finance & Insurance (8,549 peers)
- +12.9%
- assets growth YoY
The plan reported a net loss of $110K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Seneca Savings Employee Stock Ownership Plan among the smaller filed plans by assets
Seneca Savings Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$678,773 20th percentile higher than 20% 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
Seneca Savings 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. Seneca Savings Employee Stock Ownership Plan is a small filing (42 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Seneca Savings Employee Stock Ownership Plan reported net income fell from -$25K in the plan year 2023 filing to -$110K in the plan year 2024 filing.
- Seneca Savings Employee Stock Ownership Plan end-of-year assets rose from $601K in the plan year 2023 filing to $679K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 823136976 · Seneca Savings PY 2024 · ESOP
Seneca Savings Employee Stock Ownership Plan · $679K · 42 · 20th
- PART $679K
- TYPE 42
- NET 20th
- BOOK ESOP
- VS-ST near Pdq Food Stores, Inc Employee Stock Ownership Plan
- BOY ind #937
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 New York →
Seneca Savings Employee Stock Ownership Plan in the asset neighbourhood
Seneca Savings multi-year asset trail
Sponsor-wide plan assets over time
All Seneca Savings plans reported in each filing year
- Latest sponsor-wide plan assets
- $679K 20.45448685946791% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 40 | $853K |
| 2023 | 1 | 42 | $601K |
| 2024 | 1 | 42 | $679K |
Seneca Savings filing trail (2024)
| Total Assets (Beginning of Year) | $601K |
|---|---|
| Net Assets (End of Year) | $12K |
| Net Income | -$110K |
| Employer EIN | 823136976 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Stewart's Shops Corp Employee Stock Ownership Plan $897M · 3,483
- North Coast Holdings Employee Stock Ownership Plan $451M · 3,042
- Griffon Corporation Employee Stock Ownership Plan $306M · 3,209
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $254M · 1,716
- Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan $234M · 518
Seneca Savings Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New York, the nearest ESOP by assets is Pdq Food Stores, Inc Employee Stock Ownership Plan in WI ($681K); by covered participants it is Sdg Architects, Inc. ESOP in CA (42 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($679K here).
- Pdq Food Stores, Inc Employee Stock Ownership Plan (WI) $681K · N/A
- Heritage Community Bank Employee Stock Ownership Plan (TN) $682K · 37
- Power Consulting Associates, Inc. Employee Stock Ownership Plan (TN) $674K · 26
- Narragansett Jewelry Co., Inc. Employee Stock Ownership Plan and Trust (RI) $684K · 56
Similar participant headcount
Nearest other-state filings by covered participants (42 participants); asset peers above are excluded.
- Sdg Architects, Inc. ESOP (CA) 42 · 0 off
- Wayne Bank Employee Stock Ownership Plan (IN) 42 · 0 off
- Scilucent, Inc. Employee Stock Ownership Plan (VA) 42 · 0 off
- Metropolitan Planning Group (CA) 42 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.