ESOP · DOL Form 5500 · 2024
Symbria Inc. ESOP
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 914
- Participants Near avg headcount
- 43rd
- Percentile by assets National rank
- $5,836
- Avg per participant Low balance/head
Official DOL plan name: Symbria Inc. Employee Stock Ownership Plan · Sponsored by Symbria Inc. · Illinois · Healthcare & Social Assistance
$5M in assets, 914 participants
Symbria Inc.'s Symbria Inc. Employee Stock Ownership Plan reported $5M in total assets and 914 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.
- #7,854 in Healthcare & Social Assistance (16,916 peers)
Symbria Inc. multi-year trail
Symbria Inc.'s plans moved +16.6% in assets from 2022 to 2024; this filing shows Symbria Inc. Employee Stock Ownership Plan at $5M / 914 participants.
- #7,854
- in Healthcare & Social Assistance (16,916 peers)
- +130.0%
- assets growth YoY
Symbria Inc. Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Symbria Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,334,145 43rd percentile higher than 43% 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
Symbria 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. Symbria Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (914 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Symbria Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Symbria Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Symbria Inc. Employee Stock Ownership Plan reported participants rose from 894 in the plan year 2023 filing to 914 in the plan year 2024 filing.
DOL schedule card
Filing strip 364297908 · Symbria Inc. PY 2024 · ESOP
Symbria Inc. Employee Stock Ownership Plan · $5M · 914 · 43rd
- VS-ST $5M
- BOY 914
- SCH 43rd
- EBSA ESOP
- PART near Geotex Construction Services, Inc. Employee Stock Ownership Plan
- TYPE ind #7854
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 Illinois →
Symbria Inc. Employee Stock Ownership Plan in the asset neighbourhood
Symbria Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Symbria Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 16.64905457887027% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,831 | $50M |
| 2023 | 2 | 2,673 | $58M |
| 2024 | 2 | 2,756 | $58M |
Symbria Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | -$22M |
| Net Income | $6M |
| Employer EIN | 364297908 |
| Plan Effective Date | 2015-04-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Amsted Industries Incorporated Employees' Stock Ownership Plan $3.7B · 4,909
- Kehe Distributors, Inc. Employee Stock Ownership Plan $2.2B · 4,815
- Scot Forge Company Employee Stock Ownership Plan $1.4B · 491
- Bdo USA Employee Stock Ownership Plan $1.1B · 9,258
- Shorr Paper Products, Inc. Employee Stock Ownership Plan $430M · 543
Symbria Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is Geotex Construction Services, Inc. Employee Stock Ownership Plan in OH ($5M); by covered participants it is Sofha Management Services, Inc. Employee Stock Ownership Plan in TN (913 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (914 participants); asset peers above are excluded.
- Sofha Management Services, Inc. Employee Stock Ownership Plan (TN) 913 · 1 off
- Building Material Distributors, Inc. Employee Stock Ownership Plan and Trust (CA) 915 · 1 off
- Barr Engineering Co. Employee Stock Ownership Plan (MN) 910 · 4 off
- Allied Motion Technologies Inc. Employees' Stock Ownership Plan (NY) 909 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.