ESOP · DOL Form 5500 · 2024
Secure Investing Partners LLC ESOP
Data updated 2026-08-25
- $81K
- Total assets Small plan by assets
- 20
- Participants Small participant base
- 5th
- Percentile by assets National rank
- $4,033
- Avg per participant Low balance/head
Official DOL plan name: Secure Investing Partners LLC ESOP Plan · Sponsored by Secure Investing Partners LLC · Arizona · Administrative & Support Services
$81K in assets, 20 participants
Secure Investing Partners LLC's Secure Investing Partners LLC ESOP Plan reported $81K in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 5th 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.
- #528 in Administrative & Support Services (4,368 peers)
Secure Investing Partners LLC multi-year trail
Secure Investing Partners LLC's plans moved +303.3% in assets from 2022 to 2024; this filing shows Secure Investing Partners LLC ESOP Plan at $81K / 20 participants.
- #528
- in Administrative & Support Services (4,368 peers)
- +0.0%
- assets growth YoY
Secure Investing Partners LLC ESOP Plan among the smaller filed plans by assets
Secure Investing Partners LLC ESOP Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$80,667 5th percentile higher than 5% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Secure Investing Partners LLC ESOP 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. Secure Investing Partners LLC ESOP Plan is a small filing (20 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 933386887 · Secure Investing Partners LLC PY 2024 · ESOP
Secure Investing Partners LLC ESOP Plan · $81K · 20 · 5th
- BOY $81K
- BOY 20
- BOY 5th
- BOY ESOP
- BOY near George Mcelroy & Assocates, Inc. ESOP
- BOY ind #528
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 Arizona →
Secure Investing Partners LLC ESOP Plan in the asset neighbourhood
Secure Investing Partners LLC multi-year asset trail
Sponsor-wide plan assets over time
All Secure Investing Partners LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $81K 303.335% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $20K |
| 2023 | 1 | 20 | $81K |
| 2024 | 1 | 20 | $81K |
Secure Investing Partners LLC filing trail (2024)
| Total Assets (Beginning of Year) | $81K |
|---|---|
| Net Assets (End of Year) | $81K |
| Employer EIN | 933386887 |
| Plan Effective Date | 2022-04-15 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Arizona
Peer ESOP plans, same state, same plan type, ranked by total assets.
- The Sundt Companies Employee Stock Ownership Plan $1.5B · 3,220
- U-Haul Holding Company Employee Stock Ownership Plan $561M · 21,253
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $415M · 263
- Wilson Electric Services Corp. Employee Stock Ownership Plan $262M · 757
- Pima Medical Institute Employee Stock Ownership Plan $226M · 1,089
Secure Investing Partners LLC ESOP Plan's out-of-state ESOP peers by assets and headcount
Outside Arizona, the nearest ESOP by assets is George Mcelroy & Assocates, Inc. ESOP in TX ($80K); by covered participants it is Standard Golf Company Employee Stock Ownership Plan in IA (20 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($81K here).
Similar participant headcount
Nearest other-state filings by covered participants (20 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.