ESOP · DOL Form 5500 · 2024

Summers of Brownsburg, Inc. ESOP

Data updated 2026-08-25

$47M
Total assets Below avg plan size
147
Participants Small participant base
83rd
Percentile by assets National rank
$319,728
Avg per participant High balance/head
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Official DOL plan name: Summers of Brownsburg ESOP · Sponsored by Summers of Brownsburg, Inc. · Indiana · Construction

$47M in assets, 147 participants

Summers of Brownsburg, Inc.'s Summers of Brownsburg ESOP reported $47M in total assets and 147 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,384 in Construction (9,039 peers)

Coverage in Indiana

Summers of Brownsburg ESOP covers 147 participants in Indiana, about 27% of the average Indiana filer (state average ~541 per filing). Assets: $47M.

#7,384
in Construction (9,039 peers)
+43.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Summers of Brownsburg ESOP's outsized position by total assets

Summers of Brownsburg ESOP vs every filed plan by assets

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

$47,000,000 Top 17% higher than 83% 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

Summers of Brownsburg ESOP 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. Summers of Brownsburg ESOP sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Summers of Brownsburg ESOP reported net income rose from $10M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Summers of Brownsburg ESOP end-of-year assets rose from $33M in the plan year 2023 filing to $47M in the plan year 2024 filing.
  • Summers of Brownsburg ESOP reported participants rose from 127 in the plan year 2023 filing to 147 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 454502260 · Summers of Brownsburg, Inc. PY 2024 · ESOP

Summers of Brownsburg ESOP · $47M · 147 · 83rd

  • PCT $47M
  • PCT 147
  • PCT 83rd
  • PCT ESOP
  • PCT near Scientific Applications & Research Associates, Inc. Employee Stock Ownership Plan
  • PCT ind #7384

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 →

Summers of Brownsburg ESOP in the asset neighbourhood

Neighbors & Associates, Inc. Employee Stock Ownership PlanNeighbors & Associates, Inc.…$47MS. Rothschild & Co., Inc. Employee Stock Ownership PlanS. Rothschild & Co., Inc. Em…$47MSummers of Brownsburg ESOP$47MScientific Applications & Research Associates, Inc. Employee Stock Ownership PlanScientific Applications & Re…$47MCharleston's Restaurant Group, Inc. Employee Stock Ownership PlanCharleston's Restaurant Grou…$47M
End-of-year total assets ($M) among Summers of Brownsburg ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$39M
Net Income$15M
Employer EIN454502260
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Summers of Brownsburg, Inc.)

Sponsor-wide plan assets over time

All Summers of Brownsburg, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 103.46320346320346% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $23.1M $47M ▲ +103.5%
Year Plans Participants Total Assets
2022 1 107 $23M
2023 1 127 $33M
2024 1 147 $47M

Nearby ESOP Plans in Indiana

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

Summers of Brownsburg ESOP vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants Summers of Brownsburg ESOP, Total assets ($B): 0.047 · Participants: 147Summers of Brownsburg ESOPJasper 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
Summers of Brownsburg ESOP vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Summers of Brownsburg ESOP side-by-side with 3 peers →

Summers of Brownsburg ESOP's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Scientific Applications & Research Associates, Inc. Employee Stock Ownership Plan in CA ($47M); by covered participants it is Woodsman ESOP in FL (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Summers of Brownsburg ESOP assets move in 2024? ▼
Summers of Brownsburg ESOP surged - up 43.7% during 2024, from $33M to $47M. Reported net income was $15M.
How have Summers of Brownsburg, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summers of Brownsburg, Inc.'s sponsor-wide assets grew 103.5%, from $23M to $47M.
Where does Summers of Brownsburg ESOP rank by assets among Form 5500 filers? ▼
Summers of Brownsburg ESOP ranks in the 83rd 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 Summers of Brownsburg ESOP? ▼
Among ESOP plans in other states, the closest by assets is Scientific Applications & Research Associates, Inc. Employee Stock Ownership Plan in CA ($47M, 215 participants).
Which ESOP plans cover a similar participant headcount to Summers of Brownsburg ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Woodsman ESOP in FL (147 participants, $49M 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 454502260.

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.