ESOP · DOL Form 5500 · 2024
Sato & Associates, Inc. ESOP
Data updated 2026-08-25
- $102K
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 6th
- Percentile by assets National rank
- $11,299
- Avg per participant Low balance/head
Official DOL plan name: Sato & Associates Inc Employee Stock Ownership Plan · Sponsored by Sato & Associates, Inc. · Hawaii · Professional & Technical Services
$102K in assets, 9 participants
Sato & Associates, Inc.'s Sato & Associates Inc Employee Stock Ownership Plan reported $102K in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 6th 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.
- #1,106 in Professional & Technical Services (20,173 peers)
Sato & Associates, Inc. multi-year trail
Sato & Associates, Inc.'s plans moved -26.3% in assets from 2022 to 2024; this filing shows Sato & Associates Inc Employee Stock Ownership Plan at $102K / 9 participants.
- #1,106
- in Professional & Technical Services (20,173 peers)
- +0.0%
- assets growth YoY
Sato & Associates Inc Employee Stock Ownership Plan among the smaller filed plans by assets
Sato & Associates Inc Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$101,692 6th percentile higher than 6% 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
Sato & Associates Inc Employee Stock Ownership Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sato & Associates Inc Employee Stock Ownership Plan is a micro filing (9 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 990147137 · Sato & Associates, Inc. PY 2024 · ESOP
Sato & Associates Inc Employee Stock Ownership Plan · $102K · 9 · 6th
- EBSA $102K
- PART 9
- TYPE 6th
- NET ESOP
- BOOK near Salem Montessori School, Inc. Employee Stock Ownership Plan
- VS-ST ind #1106
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 Hawaii →
Sato & Associates Inc Employee Stock Ownership Plan in the asset neighbourhood
Sato & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Sato & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $102K 26.298395396367535% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $138K |
| 2023 | 1 | 9 | $102K |
| 2024 | 1 | 9 | $102K |
Sato & Associates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $102K |
|---|---|
| Net Assets (End of Year) | $102K |
| Employer EIN | 990147137 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Hawaii
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Bowers & Kubota Consulting, Inc. ESOP $154M · 280
- Gpf Life and Health Benefits Company Employee Stock Ownership Plan $142M · 113
- R. M. Towill Corporation Employee Stock Ownership Plan $133M · 103
- Roberts Hawaii, Inc. Employee Stock Ownership Plan $129M · 1,128
- Hpm Building Supply Employee Stock Ownership Plan $97M · 436
Sato & Associates Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Hawaii, the nearest ESOP by assets is Salem Montessori School, Inc. Employee Stock Ownership Plan in VA ($101K); by covered participants it is Commercial Bank of Mott Employee Stock Ownership Plan in ND (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($102K here).
Similar participant headcount
Nearest other-state filings by covered participants (9 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.