ESOP · DOL Form 5500 · 2024
Sullivan Investment Co., Inc. ESOP
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 1,486
- Participants Near avg headcount
- 58th
- Percentile by assets National rank
- $7,608
- Avg per participant Low balance/head
Official DOL plan name: 859 US Employee Stock Ownership Plan · Sponsored by Sullivan Investment Co., Inc. · Massachusetts · Wholesale Trade
$11M in assets, 1,486 participants
Sullivan Investment Co., Inc.'s 859 US Employee Stock Ownership Plan reported $11M in total assets and 1,486 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #3,049 in Wholesale Trade (6,080 peers)
Coverage in Massachusetts
859 US Employee Stock Ownership Plan covers 1,486 participants in Massachusetts, 2.3x the typical Massachusetts plan (state average ~659 per filing). Assets: $11M.
- #3,049
- in Wholesale Trade (6,080 peers)
- +8.3%
- assets growth YoY
859 US Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers
859 US Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,305,958 Top 42% higher than 58% 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
859 US Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 859 US Employee Stock Ownership Plan lands in the large band (1,486 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 859 US Employee Stock Ownership Plan reported participants rose from 124 in the plan year 2023 filing to 1,486 in the plan year 2024 filing.
- 859 US Employee Stock Ownership Plan reported net income rose from -$52M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- 859 US Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 042682840 · Sullivan Investment Co., Inc. PY 2024 · ESOP
859 US Employee Stock Ownership Plan · $11M · 1,486 · 58th
- EBSA $11M
- PART 1,486
- TYPE 58th
- NET ESOP
- BOOK near Southwest Automated Security Inc Employee Stock Ownership Plan
- VS-ST ind #3049
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 Massachusetts →
859 US Employee Stock Ownership Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | -$50M |
| Net Income | $1M |
| Employer EIN | 042682840 |
| Plan Effective Date | 2023-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sullivan Investment Co., Inc.)
Sponsor-wide plan assets over time
All Sullivan Investment Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $114M 44.14723266504721% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,083 | $79M |
| 2023 | 2 | 1,272 | $104M |
| 2024 | 2 | 2,710 | $114M |
Nearby ESOP Plans in Massachusetts
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Consigli Building Group Employee Stock Ownership Plan $729M · 1,684
- The Gillette Company Employee Stock Ownership Plan $368M · 139
- First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan $253M · 445
- David Clark Employee Stock Ownership Plan $183M · 236
- New England Biolabs, Inc. Non-Voting Stock Ownership Plan $163M · 424
859 US Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Massachusetts, the nearest ESOP by assets is Southwest Automated Security Inc Employee Stock Ownership Plan in TX ($11M); by covered participants it is Bremer Financial Corporation Employee Stock Ownership Plan in MN (1,485 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,486 participants); asset peers above are excluded.
- Bremer Financial Corporation Employee Stock Ownership Plan (MN) 1,485 · 1 off
- Hypertherm Associate Stock Ownership Plan (NH) 1,481 · 5 off
- Acco Employee Stock Ownership Plan (CA) 1,499 · 13 off
- West Coast C & C Management, Inc. ESOP (CA) 1,503 · 17 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.