ESOP · DOL Form 5500 · 2024

Sr Administrative Services, Inc. ESOP

Data updated 2026-08-25

$125K
Total assets Small plan by assets
29
Participants Small participant base
7th
Percentile by assets National rank
$4,310
Avg per participant Low balance/head
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Official DOL plan name: Sr Administrative Services, Inc., Employee Stock Ownership Plan · Sponsored by Sr Administrative Services, Inc. · Colorado · Administrative & Support Services

$125K in assets, 29 participants

Sr Administrative Services, Inc.'s Sr Administrative Services, Inc., Employee Stock Ownership Plan reported $125K in total assets and 29 participants in its 2024 DOL Form 5500 filing, ranking in the 7th 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.

  • #765 in Administrative & Support Services (4,368 peers)

What the 2024 filing shows

Sr Administrative Services, Inc., Employee Stock Ownership Plan holds $125K for 29 participants - about $4,310 per participant, among the smaller plans by assets on file.

#765
in Administrative & Support Services (4,368 peers)
+0.3%
assets growth YoY

Sr Administrative Services, Inc., Employee Stock Ownership Plan among the smaller filed plans by assets

Sr Administrative Services, Inc., Employee Stock Ownership Plan vs every filed plan by assets

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

$125,000 7th percentile higher than 7% 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

Sr Administrative Services, Inc., Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sr Administrative Services, Inc., Employee Stock Ownership Plan is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sr Administrative Services, Inc., Employee Stock Ownership Plan reported net income fell from $9K in the plan year 2023 filing to $1K in the plan year 2024 filing.
  • Sr Administrative Services, Inc., Employee Stock Ownership Plan reported participants fell from 61 in the plan year 2023 filing to 29 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 472519908 · Sr Administrative Services, Inc. PY 2024 · ESOP

Sr Administrative Services, Inc., Employee Stock Ownership Plan · $125K · 29 · 7th

  • PHOTO $125K
  • IND 29
  • EOY 7th
  • 5500 ESOP
  • ASSETS near Inhealth Systems and Services Employee Stock Ownership Plan
  • PCT ind #765

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 Colorado →

Sr Administrative Services, Inc., Employee Stock Ownership Plan in the asset neighbourhood

Sr Administrative Services, Inc., Employee Stock Ownership PlanSr Administrative Services, …$125KLamkin Corporation Employee Stock Ownership PlanLamkin Corporation Employee …$130KInhealth Systems and Services Employee Stock Ownership PlanInhealth Systems and Service…$123KConco Employee Stock Ownership PlanConco Employee Stock Ownersh…$122KReinhardt Corp. Employee Stock Ownership PlanReinhardt Corp. Employee Sto…$120K
End-of-year total assets ($M) among Sr Administrative Services, Inc., Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$125K
Net Assets (End of Year)$122K
Net Income$1K
Employer EIN472519908
Plan Effective Date2014-12-18
Filing StatusFILING RECEIVED

Sponsor Plan History (Sr Administrative Services, Inc.)

Sponsor-wide plan assets over time

All Sr Administrative Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$125K 7.854387947919274% vs 2022
2024 filing year
$0.12M$0.12M$0.13M$0.13M$0.14M 202220232024 $0.12M $0.13M ▲ +8.3%
Year Plans Participants Total Assets
2022 1 58 $116K
2023 1 61 $125K
2024 1 29 $125K

Nearby ESOP Plans in Colorado

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

Sr Administrative Services, Inc., Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -2000200400600800 Total assets ($M) Participants Sr Administrative Services, Inc., Employee Stock Ownership Plan, Total assets ($M): 0.125 · Participants: 29Sr Administrative Services, Inc., Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 624.906178 · Participants: 597Alpine Lumber Company Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 341.079585 · Participants: 1027Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 284.259 · Participants: 1205Envision Management Holding, Inc. Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 160.44316 · Participants: 233Brown Strauss, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 107.554924 · Participants: 463Hercules Industries, Inc. Employee Stock Ownership Plan
Sr Administrative Services, Inc., Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Sr Administrative Services, Inc., Employee Stock Ownership Plan side-by-side with 3 peers →

Sr Administrative Services, Inc., Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is Inhealth Systems and Services Employee Stock Ownership Plan in GA ($123K); by covered participants it is Clay County Savings Bank Employee Stock Ownership Plan in MO (29 participants). Same-state nearby plans are listed separately above.

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 Sr Administrative Services, Inc., Employee Stock Ownership Plan assets move in 2024? ▼
Sr Administrative Services, Inc., Employee Stock Ownership Plan held essentially flat - up 0.3% during 2024, from $125K to $125K. Reported net income was $1K.
How have Sr Administrative Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sr Administrative Services, Inc.'s sponsor-wide assets grew 7.9%, from $116K to $125K.
Where does Sr Administrative Services, Inc., Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Sr Administrative Services, Inc., Employee Stock Ownership Plan ranks in the 7th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Sr Administrative Services, Inc., Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Inhealth Systems and Services Employee Stock Ownership Plan in GA ($123K, 86 participants).
Which ESOP plans cover a similar participant headcount to Sr Administrative Services, Inc., Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Clay County Savings Bank Employee Stock Ownership Plan in MO (29 participants, N/A 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 472519908.

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.