ESOP · DOL Form 5500 · 2024

Santini ESOP, Inc. ESOP

Data updated 2026-08-25

$771K
Total assets Small plan by assets
164
Participants Small participant base
21st
Percentile by assets National rank
$4,698
Avg per participant Low balance/head
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Official DOL plan name: Santini Employee Stock Ownership Plan · Sponsored by Santini ESOP, Inc. · California · Manufacturing

$771K in assets, 164 participants

Santini ESOP, Inc.'s Santini Employee Stock Ownership Plan reported $771K in total assets and 164 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,506 in Manufacturing (17,777 peers)

Coverage in California

Santini Employee Stock Ownership Plan covers 164 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $771K.

#1,506
in Manufacturing (17,777 peers)
-25.2%
assets change YoY

Santini Employee Stock Ownership Plan among the smaller filed plans by assets

Santini Employee Stock Ownership Plan vs every filed plan by assets

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

$770,540 21st percentile higher than 21% 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

Santini 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. Santini Employee Stock Ownership Plan sits mid-pack in the medium band (164 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Santini Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to $291K in the plan year 2024 filing.
  • Santini Employee Stock Ownership Plan end-of-year assets fell from $1M in the plan year 2023 filing to $771K in the plan year 2024 filing.
  • Santini Employee Stock Ownership Plan reported participants fell from 176 in the plan year 2023 filing to 164 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 874000749 · Santini ESOP, Inc. PY 2024 · ESOP

Santini Employee Stock Ownership Plan · $771K · 164 · 21st

  • NET $771K
  • NET 164
  • NET 21st
  • NET ESOP
  • NET near Thermal Engineering of Arizona, Inc.
  • NET ind #1506

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 California →

Santini Employee Stock Ownership Plan in the asset neighbourhood

Markle Manufacturing Company of San Antonio, Inc. Employee Stock Ownership PlanMarkle Manufacturing Company…$776KSantini Employee Stock Ownership PlanSantini Employee Stock Owner…$771KThermal Engineering of Arizona, Inc.Thermal Engineering of Arizo…$771KPaddy O' Furniture, Inc. Employee Stock Ownership PlanPaddy O' Furniture, Inc. Emp…$772KAmerican Bank Employee Stock Ownership PlanAmerican Bank Employee Stock…$768K
End-of-year total assets ($M) among Santini Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)-$10M
Net Income$291K
Employer EIN874000749
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Santini ESOP, Inc.)

Sponsor-wide plan assets over time

All Santini ESOP, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$771K 54.108000000000004% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.5M $0.77M ▲ +54.0%
Year Plans Participants Total Assets
2022 1 94 $500K
2023 1 176 $1M
2024 1 164 $771K

Nearby ESOP Plans in California

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

Santini Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Santini Employee Stock Ownership Plan, Total assets ($B): 0.00077054 · Participants: 164Santini Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Santini Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Santini Employee Stock Ownership Plan side-by-side with 3 peers →

Santini Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Thermal Engineering of Arizona, Inc. in AZ ($771K); by covered participants it is Latitude Corp. Employee Stock Ownership Plan in WI (164 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (164 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 Santini Employee Stock Ownership Plan assets move in 2024? ▼
Santini Employee Stock Ownership Plan declined sharply - down 25.2% during 2024, from $1M to $771K. Reported net income was $291K.
How have Santini ESOP, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Santini ESOP, Inc.'s sponsor-wide assets grew 54.1%, from $500K to $771K.
Where does Santini Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Santini Employee Stock Ownership Plan ranks in the 21st 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 Santini Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Thermal Engineering of Arizona, Inc. in AZ ($771K, 23 participants).
Which ESOP plans cover a similar participant headcount to Santini Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Latitude Corp. Employee Stock Ownership Plan in WI (164 participants, $12M 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 874000749.

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.