ESOP · DOL Form 5500 · 2024
Sanborn, Head & Associates, Inc. ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 183
- Participants Below avg headcount
- 34th
- Percentile by assets National rank
- $16,772
- Avg per participant Low balance/head
Official DOL plan name: Sanborn, Head & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Sanborn, Head & Associates, Inc. · New Hampshire · Professional & Technical Services
$3M in assets, 183 participants
Sanborn, Head & Associates, Inc.'s Sanborn, Head & Associates, Inc. Employee Stock Ownership Plan reported $3M in total assets and 183 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.
- #6,234 in Professional & Technical Services (20,173 peers)
Sanborn, Head & Associates, Inc. multi-year trail
Sanborn, Head & Associates, Inc.'s plans moved +32.0% in assets from 2022 to 2024; this filing shows Sanborn, Head & Associates, Inc. Employee Stock Ownership Plan at $3M / 183 participants.
- #6,234
- in Professional & Technical Services (20,173 peers)
- +13.6%
- assets growth YoY
Sanborn, Head & Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
Sanborn, Head & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,069,187 34th percentile higher than 34% 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
Sanborn, Head & Associates, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sanborn, Head & Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (183 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sanborn, Head & Associates, Inc. Employee Stock Ownership Plan reported net income rose from $392K in the plan year 2023 filing to $448K in the plan year 2024 filing.
- Sanborn, Head & Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Sanborn, Head & Associates, Inc. Employee Stock Ownership Plan reported participants fell from 189 in the plan year 2023 filing to 183 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 020463099 · Sanborn, Head & Associates, Inc. PY 2024 · ESOP
Sanborn, Head & Associates, Inc. Employee Stock Ownership Plan · $3M · 183 · 34th
- BOY $3M
- SCH 183
- EBSA 34th
- PART ESOP
- TYPE near Ampam Parks Mechanical, Inc. Profit Sharing Plan
- NET ind #6234
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 Hampshire →
Sanborn, Head & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Sanborn, Head & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Sanborn, Head & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 31.981530334190573% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 351 | $32M |
| 2023 | 2 | 368 | $38M |
| 2024 | 2 | 355 | $42M |
Sanborn, Head & Associates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $448K |
| Employer EIN | 020463099 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in New Hampshire
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Hypertherm Associate Stock Ownership Plan $1.1B · 1,481
- New England Wire Technologies Corp. Employee Stock Ownership Plan $74M · 437
- 1a Auto, Inc. Employee Stock Ownership Plan $35M · 280
- Geokon Employee Stock Ownership Plan $32M · 154
- New Hampshire Boring, Inc. Employee Stock Ownership Plan $29M · 58
Sanborn, Head & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New Hampshire, the nearest ESOP by assets is Ampam Parks Mechanical, Inc. Profit Sharing Plan in CA ($3M); by covered participants it is Power House Plastering Employee Stock Ownership Plan in NV (183 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (183 participants); asset peers above are excluded.
- Power House Plastering Employee Stock Ownership Plan (NV) 183 · 0 off
- Aveka Group, Inc. Employee Stock Ownership Plan and Trust (MN) 183 · 0 off
- Ayers/Saint/Gross, Incorporated Employee Stock Ownership Plan (MD) 183 · 0 off
- Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan (AR) 183 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.