ESOP · DOL Form 5500 · 2024

Sigma Equipment, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
130
Participants Small participant base
30th
Percentile by assets National rank
$16,661
Avg per participant Low balance/head
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Official DOL plan name: Sigma Equipment, Inc. Employee Stock Ownership Plan · Sponsored by Sigma Equipment, Inc. · Indiana · Manufacturing

$2M in assets, 130 participants

Sigma Equipment, Inc.'s Sigma Equipment, Inc. Employee Stock Ownership Plan reported $2M in total assets and 130 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,586 in Manufacturing (17,777 peers)

Coverage in Indiana

Sigma Equipment, Inc. Employee Stock Ownership Plan covers 130 participants in Indiana, about 24% of the average Indiana filer (state average ~541 per filing). Assets: $2M.

#2,586
in Manufacturing (17,777 peers)
-33.9%
assets change YoY

The plan reported a net loss of $690K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sigma Equipment, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Sigma Equipment, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,165,924 30th percentile higher than 30% 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

Sigma Equipment, 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. Sigma Equipment, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sigma Equipment, Inc. Employee Stock Ownership Plan reported net income fell from $234K in the plan year 2023 filing to -$690K in the plan year 2024 filing.
  • Sigma Equipment, Inc. Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Sigma Equipment, Inc. Employee Stock Ownership Plan reported participants rose from 126 in the plan year 2023 filing to 130 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 202062609 · Sigma Equipment, Inc. PY 2024 · ESOP

Sigma Equipment, Inc. Employee Stock Ownership Plan · $2M · 130 · 30th

  • EIN $2M
  • RANK 130
  • PHOTO 30th
  • IND ESOP
  • EOY near Aga Distribution Specialists, Inc. Employee Stock Ownership Plan
  • 5500 ind #2586

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 →

Sigma Equipment, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Sigma Equipment, Inc. Employee Stock Ownership PlanSigma Equipment, Inc. Employ…$2MAnaplex Corporation Employee Stock Ownership PlanAnaplex Corporation Employee…$2MDma Lighting Inc. Employee Stock Ownership PlanDma Lighting Inc. Employee S…$2MJay Franco & Sons, Inc. Employee Stock Ownership PlanJay Franco & Sons, Inc. Empl…$2MAga Distribution Specialists, Inc. Employee Stock Ownership PlanAga Distribution Specialists…$2M
End-of-year total assets ($M) among Sigma Equipment, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$816K
Net Income-$690K
Employer EIN202062609
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sigma Equipment, Inc.)

Sponsor-wide plan assets over time

All Sigma Equipment, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 66.81301527053245% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $6.53M $2.17M ▼ -66.8%
Year Plans Participants Total Assets
2022 2 221 $7M
2023 1 126 $3M
2024 1 130 $2M

Nearby ESOP Plans in Indiana

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

Sigma Equipment, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants Sigma Equipment, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002165924 · Participants: 130Sigma Equipment, Inc. Employee Stock Ownership PlanJasper 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
Sigma Equipment, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Sigma Equipment, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Sigma Equipment, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Aga Distribution Specialists, Inc. Employee Stock Ownership Plan in OR ($2M); by covered participants it is Decibel Research, Inc. Employee Stock Ownership Plan in AL (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Sigma Equipment, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Sigma Equipment, Inc. Employee Stock Ownership Plan contracted severely - down 33.9% during 2024, from $3M to $2M. Reported net income was -$690K.
How have Sigma Equipment, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sigma Equipment, Inc.'s sponsor-wide assets declined 66.8%, from $7M to $2M.
Which ESOP plans are similar in size to Sigma Equipment, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Aga Distribution Specialists, Inc. Employee Stock Ownership Plan in OR ($2M, 18 participants).
Which ESOP plans cover a similar participant headcount to Sigma Equipment, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Decibel Research, Inc. Employee Stock Ownership Plan in AL (130 participants, $24M 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 202062609.

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.