ESOP · DOL Form 5500 · 2024
Systems Integration Specialists, Inc. ESOP
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 29
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $261,152
- Avg per participant Above avg balance/head
Official DOL plan name: Systems Integration Specialists, Inc. Employee Stock Ownership Plan · Sponsored by Systems Integration Specialists, Inc. · Ohio · Professional & Technical Services
$8M in assets, 29 participants
Systems Integration Specialists, Inc.'s Systems Integration Specialists, Inc. Employee Stock Ownership Plan reported $8M in total assets and 29 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.
- #9,688 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
Systems Integration Specialists, Inc. Employee Stock Ownership Plan holds $8M for 29 participants - about $261,152 per participant, above the median plan by assets.
- #9,688
- in Professional & Technical Services (20,173 peers)
- +6.6%
- assets growth YoY
Systems Integration Specialists, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
Systems Integration Specialists, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,573,405 Top 50% higher than 50% 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
Systems Integration Specialists, 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. Systems Integration Specialists, Inc. Employee Stock Ownership Plan is a small filing (29 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Systems Integration Specialists, Inc. Employee Stock Ownership Plan reported net income rose from -$395K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Systems Integration Specialists, Inc. Employee Stock Ownership Plan reported participants rose from 22 in the plan year 2023 filing to 29 in the plan year 2024 filing.
- Systems Integration Specialists, Inc. Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 311723943 · Systems Integration Specialists, Inc. PY 2024 · ESOP
Systems Integration Specialists, Inc. Employee Stock Ownership Plan · $8M · 29 · 50th
- EOY $8M
- EOY 29
- EOY 50th
- EOY ESOP
- EOY near Crouse and Associates Insurance Brokers, Inc. ESOP
- EOY ind #9688
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 Ohio →
Systems Integration Specialists, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $1M |
| Employer EIN | 311723943 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Systems Integration Specialists, Inc.)
Sponsor-wide plan assets over time
All Systems Integration Specialists, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 9.63166581469862% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16 | $8M |
| 2023 | 1 | 22 | $7M |
| 2024 | 1 | 29 | $8M |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $22.0B · 33,639
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $2.0B · 1,118
- Messer Inc. Employee Stock Ownership Plan $696M · 903
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $502M · 4,264
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $485M · 415
Systems Integration Specialists, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Ohio, the nearest ESOP by assets is Crouse and Associates Insurance Brokers, Inc. ESOP in CA ($8M); by covered participants it is Clay County Savings Bank Employee Stock Ownership Plan in MO (29 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (29 participants); asset peers above are excluded.
- Clay County Savings Bank Employee Stock Ownership Plan (MO) 29 · 0 off
- Bgw Architects II, P.C. Employee Stock Ownership Plan (UT) 29 · 0 off
- Meadowvale, Inc. Amended and Restated Employee Stock Ownership Plan (IL) 29 · 0 off
- Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust (TX) 29 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.