ESOP · DOL Form 5500 · 2024

Sohnen Enterprises, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
88
Participants Small participant base
53rd
Percentile by assets National rank
$98,269
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sohnen Enterprises, Inc. Employee Stock Ownership Plan · Sponsored by Sohnen Enterprises, Inc. · California · Wholesale Trade

$9M in assets, 88 participants

Sohnen Enterprises, Inc.'s Sohnen Enterprises, Inc. Employee Stock Ownership Plan reported $9M in total assets and 88 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #2,637 in Wholesale Trade (6,080 peers)

What the 2024 filing shows

Sohnen Enterprises, Inc. Employee Stock Ownership Plan holds $9M for 88 participants - about $98,269 per participant, above the median plan by assets.

#2,637
in Wholesale Trade (6,080 peers)
-5.4%
assets change YoY

The plan reported a net loss of $179K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sohnen Enterprises, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Sohnen Enterprises, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$8,647,696 Top 47% higher than 53% 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

Sohnen Enterprises, 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. Sohnen Enterprises, Inc. Employee Stock Ownership Plan is a small filing (88 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sohnen Enterprises, Inc. Employee Stock Ownership Plan reported participants fell from 117 in the plan year 2023 filing to 88 in the plan year 2024 filing.
  • Sohnen Enterprises, Inc. Employee Stock Ownership Plan end-of-year assets fell from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 952833510 · Sohnen Enterprises, Inc. PY 2024 · ESOP

Sohnen Enterprises, Inc. Employee Stock Ownership Plan · $9M · 88 · 53rd

  • PHOTO $9M
  • PHOTO 88
  • PHOTO 53rd
  • PHOTO ESOP
  • PHOTO near Sprinklermatic Fire Protection Systems, Inc. Employee Stock Ownership Plan
  • PHOTO ind #2637

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 →

Sohnen Enterprises, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Tormach Employee Stock Ownership PlanTormach Employee Stock Owner…$9MGreen Tech Enterprises Employee Stock Ownership PlanGreen Tech Enterprises Emplo…$9MSohnen Enterprises, Inc. Employee Stock Ownership PlanSohnen Enterprises, Inc. Emp…$9MSprinklermatic Fire Protection Systems, Inc. Employee Stock Ownership PlanSprinklermatic Fire Protecti…$9MDavies Office Refurbishing, Inc. Employee Stock Ownership PlanDavies Office Refurbishing, …$9M
End-of-year total assets ($M) among Sohnen Enterprises, 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)$9M
Net Assets (End of Year)$9M
Net Income-$179K
Employer EIN952833510
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sohnen Enterprises, Inc.)

Sponsor-wide plan assets over time

All Sohnen Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 1.6615330359557083% vs 2022
2024 filing year
$14.4M$14.6M$14.8M$15M$15.2M$15.4M 202220232024 $14.6M $14.8M ▲ +1.6%
Year Plans Participants Total Assets
2022 2 240 $15M
2023 2 230 $15M
2024 2 154 $15M

Nearby ESOP Plans in California

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

Sohnen Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Sohnen Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.008647696 · Participants: 88Sohnen Enterprises, Inc. 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
Sohnen Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Sohnen Enterprises, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Sohnen Enterprises, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Sprinklermatic Fire Protection Systems, Inc. Employee Stock Ownership Plan in FL ($9M); by covered participants it is Lake Elmo Bank Employee Stock Ownership Plan in MN (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 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 Sohnen Enterprises, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Sohnen Enterprises, Inc. Employee Stock Ownership Plan pulled back noticeably - down 5.4% during 2024, from $9M to $9M. Reported net income was -$179K.
How have Sohnen Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sohnen Enterprises, Inc.'s sponsor-wide assets grew 1.7%, from $15M to $15M.
Which ESOP plans are similar in size to Sohnen Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sprinklermatic Fire Protection Systems, Inc. Employee Stock Ownership Plan in FL ($9M, 154 participants).
Which ESOP plans cover a similar participant headcount to Sohnen Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Lake Elmo Bank Employee Stock Ownership Plan in MN (88 participants, $10M 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 952833510.

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.