ESOP · DOL Form 5500 · 2024

Software Engineering Professionals, Inc. ESOP

Data updated 2026-08-25

$50M
Total assets Below avg plan size
147
Participants Small participant base
84th
Percentile by assets National rank
$339,193
Avg per participant High balance/head
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Official DOL plan name: Sep Employee Stock Ownership Plan and Trust · Sponsored by Software Engineering Professionals, Inc. · Indiana · Professional & Technical Services

$50M in assets, 147 participants

Software Engineering Professionals, Inc.'s Sep Employee Stock Ownership Plan and Trust reported $50M in total assets and 147 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,132 in Professional & Technical Services (20,173 peers)

Coverage in Indiana

Sep Employee Stock Ownership Plan and Trust covers 147 participants in Indiana, about 27% of the average Indiana filer (state average ~541 per filing). Assets: $50M.

#17,132
in Professional & Technical Services (20,173 peers)
+10.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Sep Employee Stock Ownership Plan and Trust's outsized position by total assets

Sep Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$49,861,307 Top 16% higher than 84% 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

Sep Employee Stock Ownership Plan and Trust 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. Sep Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sep Employee Stock Ownership Plan and Trust reported net income rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Sep Employee Stock Ownership Plan and Trust end-of-year assets rose from $45M in the plan year 2023 filing to $50M in the plan year 2024 filing.
  • Sep Employee Stock Ownership Plan and Trust reported participants rose from 134 in the plan year 2023 filing to 147 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 351740069 · Software Engineering Professionals, Inc. PY 2024 · ESOP

Sep Employee Stock Ownership Plan and Trust · $50M · 147 · 84th

  • NET $50M
  • BOOK 147
  • VS-ST 84th
  • BOY ESOP
  • SCH near Concrete Supply Co., Inc. Employee Stock Ownership Plan
  • EBSA ind #17132

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 →

Sep Employee Stock Ownership Plan and Trust in the asset neighbourhood

Evergreen Trading Employee Stock Ownership PlanEvergreen Trading Employee S…$50MSep Employee Stock Ownership Plan and TrustSep Employee Stock Ownership…$50MConcrete Supply Co., Inc. Employee Stock Ownership PlanConcrete Supply Co., Inc. Em…$50MHallmark Building Supplies, Inc. Employee Stock Ownership PlanHallmark Building Supplies, …$50MRcb Holding Company, Inc. Employee Stock Ownership PlanRcb Holding Company, Inc. Em…$50M
End-of-year total assets ($M) among Sep Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$50M
Net Income$5M
Employer EIN351740069
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Software Engineering Professionals, Inc.)

Sponsor-wide plan assets over time

All Software Engineering Professionals, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$85M 29.83227152190608% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $65.8M $85.5M ▲ +29.8%
Year Plans Participants Total Assets
2022 2 268 $66M
2023 2 280 $75M
2024 2 302 $85M

Nearby ESOP Plans in Indiana

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

Sep Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants Sep Employee Stock Ownership Plan and Trust, Total assets ($B): 0.049861307 · Participants: 147Sep Employee Stock Ownership Plan and TrustJasper 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
Sep Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Sep Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Indiana, the nearest ESOP by assets is Concrete Supply Co., Inc. Employee Stock Ownership Plan in GA ($50M); 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 Sep Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Sep Employee Stock Ownership Plan and Trust grew at a solid clip - up 10.1% during 2024, from $45M to $50M. Reported net income was $5M.
How have Software Engineering Professionals, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Software Engineering Professionals, Inc.'s sponsor-wide assets grew 29.8%, from $66M to $85M.
Where does Sep Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Sep Employee Stock Ownership Plan and Trust ranks in the 84th 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 Sep Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Concrete Supply Co., Inc. Employee Stock Ownership Plan in GA ($50M, 268 participants).
Which ESOP plans cover a similar participant headcount to Sep Employee Stock Ownership Plan and Trust? ▼
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 351740069.

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.