ESOP · DOL Form 5500 · 2024

Speech and Language Pathology Associates, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
214
Participants Below avg headcount
51st
Percentile by assets National rank
$38,057
Avg per participant Low balance/head
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Official DOL plan name: Speech and Language Pathology Associates, Inc. Employee Stock Ownership Plan · Sponsored by Speech and Language Pathology Associates, Inc. · California · Professional & Technical Services

$8M in assets, 214 participants

Speech and Language Pathology Associates, Inc.'s Speech and Language Pathology Associates, Inc. Employee Stock Ownership Plan reported $8M in total assets and 214 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #9,990 in Professional & Technical Services (20,173 peers)

Coverage in California

Speech and Language Pathology Associates, Inc. Employee Stock Ownership Plan covers 214 participants in California, about 34% of the average California filer (state average ~630 per filing). Assets: $8M.

#9,990
in Professional & Technical Services (20,173 peers)
+1.4%
assets growth YoY

Speech and Language Pathology Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Speech and Language Pathology Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$8,144,161 Top 49% higher than 51% 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

Speech and Language Pathology Associates, Inc. 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. Speech and Language Pathology Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (214 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Speech and Language Pathology Associates, Inc. Employee Stock Ownership Plan reported net income rose from $801K in the plan year 2023 filing to $853K in the plan year 2024 filing.
  • Speech and Language Pathology Associates, Inc. Employee Stock Ownership Plan reported participants fell from 225 in the plan year 2023 filing to 214 in the plan year 2024 filing.
  • Speech and Language Pathology Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 954482700 · Speech and Language Pathology Associates, Inc. PY 2024 · ESOP

Speech and Language Pathology Associates, Inc. Employee Stock Ownership Plan · $8M · 214 · 51st

  • BOOK $8M
  • BOOK 214
  • BOOK 51st
  • BOOK ESOP
  • BOOK near The Canandaigua National Bank and Trust Company Employee Stock Ownership Plan
  • BOOK ind #9990

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 →

Speech and Language Pathology Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Kwest Holdings, Inc. Employee Stock Ownership PlanKwest Holdings, Inc. Employe…$8MIcc Holdings, Inc. Employee Stock Ownership PlanIcc Holdings, Inc. Employee …$8MSpeech and Language Pathology Associates, Inc. Employee Stock Ownership PlanSpeech and Language Patholog…$8MThe Canandaigua National Bank and Trust Company Employee Stock Ownership PlanThe Canandaigua National Ban…$8MH. a. Guden Company, Inc. Employee Stock Ownership PlanH. a. Guden Company, Inc. Em…$8M
End-of-year total assets ($M) among Speech and Language Pathology Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income$853K
Employer EIN954482700
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Speech and Language Pathology Associates, Inc.)

Sponsor-wide plan assets over time

All Speech and Language Pathology Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 16.30872241381275% vs 2022
2024 filing year
$10M$11M$12M$13M 202220232024 $10.8M $12.6M ▲ +16.3%
Year Plans Participants Total Assets
2022 2 418 $11M
2023 2 411 $12M
2024 2 402 $13M

Nearby ESOP Plans in California

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

Speech and Language Pathology Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Speech and Language Pathology Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.008144161 · Participants: 214Speech and Language Pathology Associates, 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
Speech and Language Pathology Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Speech and Language Pathology Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Speech and Language Pathology Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is The Canandaigua National Bank and Trust Company Employee Stock Ownership Plan in NY ($8M); by covered participants it is Western Land Services, Inc. Employee Stock Ownership Plan in MI (214 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (214 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 Speech and Language Pathology Associates, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Speech and Language Pathology Associates, Inc. Employee Stock Ownership Plan edged up modestly - up 1.4% during 2024, from $8M to $8M. Reported net income was $853K.
How have Speech and Language Pathology Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Speech and Language Pathology Associates, Inc.'s sponsor-wide assets grew 16.3%, from $11M to $13M.
Which ESOP plans are similar in size to Speech and Language Pathology Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Canandaigua National Bank and Trust Company Employee Stock Ownership Plan in NY ($8M, 692 participants).
Which ESOP plans cover a similar participant headcount to Speech and Language Pathology Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Western Land Services, Inc. Employee Stock Ownership Plan in MI (214 participants, $20M 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 954482700.

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.