ESOP · DOL Form 5500 · 2024

Summers of Brownsburg, Inc. ESOP

Data updated 2026-08-11

$47M
Total assets
147
Participants
83rd
Percentile by assets
$319,728
Avg per participant
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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.

  • 83rd percentile by assets (of 123,622 plans)
  • #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.

$47M
total plan assets (2024 EOY)
147
covered participants
83rd
percentile by assets (of 123,622 plans)
$319,728
avg assets per participant

Where Summers of Brownsburg ESOP sits 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 $2,010,000,000 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

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 →

State
Indiana
Industry
Construction

Participants vs Indiana filers

In Indiana, the average filing covers about 541 participants across 2,302 plans. Summers of Brownsburg ESOP reports 147 participants - about 27% of that state average ($47M EOY assets).

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.)

$20M$30M$40M$50M 202220232024 $23.1M $47M ▲ +103.5%
Total plan assets by year, all Summers of Brownsburg, Inc. plans on file
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 ($B) Participants Summers of Brownsbur…, Total assets ($B): 0.047 · Participants: 147Summers of Brownsbur…Jasper Holdings, Inc…, Total assets ($B): 2.185109137 · Participants: 4295Jasper Holdings, Inc…Urschel Laboratories…, Total assets ($B): 0.432438721 · Participants: 509Urschel Laboratories…Nibco Inc. Employee …, Total assets ($B): 0.376983564 · Participants: 1370Nibco Inc. Employee …Ducharme, Mcmillen &…, Total assets ($B): 0.170278352 · Participants: 622Ducharme, Mcmillen &…Ermco, Inc. Employee…, Total assets ($B): 0.151428287 · Participants: 123Ermco, Inc. Employee…
Summers of Brownsburg ESOP vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Summers of Brownsburg ESOP side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Summers of Brownsburg ESOP by total assets, not by location.

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).

Next read for Summers of Brownsburg ESOP

Filing takeaways

Ways to act on Summers of Brownsburg ESOP's numbers.

  • By total assets, Summers of Brownsburg ESOP ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Indiana. Compare plans
  • Summers of Brownsburg, Inc.'s sponsor-wide assets have grown 103.5% since 2022 across 3 plan years on file. More Construction plans

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.