ESOP · DOL Form 5500 · 2024

Sonalysts, Inc ESOP

Data updated 2026-08-25

$126M
Total assets Near avg plan size
417
Participants Below avg headcount
92nd
Percentile by assets National rank
$301,858
Avg per participant High balance/head
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Official DOL plan name: Sonalysts, Inc. Employee Stock Ownership Plan · Sponsored by Sonalysts, Inc · Connecticut · Professional & Technical Services

$126M in assets, 417 participants

Sonalysts, Inc's Sonalysts, Inc. Employee Stock Ownership Plan reported $126M in total assets and 417 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,776 in Professional & Technical Services (20,173 peers)

Where Sonalysts, Inc. Employee Stock Ownership Plan sits by assets

Sonalysts, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $126M for 417 participants (~$301,858/participant), up 0.5% in 2024.

#18,776
in Professional & Technical Services (20,173 peers)
+0.5%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Sonalysts, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

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

$125,874,922 Top 8% higher than 92% 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

Sonalysts, 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. Sonalysts, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (417 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sonalysts, Inc. Employee Stock Ownership Plan reported net income fell from $7M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Sonalysts, Inc. Employee Stock Ownership Plan end-of-year assets rose from $125M in the plan year 2023 filing to $126M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 060902362 · Sonalysts, Inc PY 2024 · ESOP

Sonalysts, Inc. Employee Stock Ownership Plan · $126M · 417 · 92nd

  • EOY $126M
  • EOY 417
  • EOY 92nd
  • EOY ESOP
  • EOY near Mission Driven Employee Stock Ownership Plan
  • EOY ind #18776

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 Connecticut →

Sonalysts, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Communications International, Inc. Employee Stock Ownership Plan and TrustCommunications International…$127MMission Driven Employee Stock Ownership PlanMission Driven Employee Stoc…$126MSonalysts, Inc. Employee Stock Ownership PlanSonalysts, Inc. Employee Sto…$126MAqua Metric Sales Company Employee Stock Ownership PlanAqua Metric Sales Company Em…$126MGbs Corp & Subsidiaries Employee Stock Ownership Plan & TrustGbs Corp & Subsidiaries Empl…$125M
End-of-year total assets ($M) among Sonalysts, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$125M
Net Assets (End of Year)$126M
Net Income$2M
Employer EIN060902362
Plan Effective Date1979-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sonalysts, Inc)

Sponsor-wide plan assets over time

All Sonalysts, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$272M 14.953632602864719% vs 2022
2024 filing year
$220M$240M$260M$280M 202220232024 $236M $272M ▲ +15.0%
Year Plans Participants Total Assets
2022 2 820 $236M
2023 2 836 $259M
2024 2 817 $272M

Nearby ESOP Plans in Connecticut

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

Sonalysts, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 0200400600 0100200300400 Total assets ($M) Participants Sonalysts, Inc. Employee Stock Ownership Plan, Total assets ($M): 125.874922 · Participants: 417Sonalysts, Inc. Employee Stock Ownership PlanMott Corporation Employee Stock Ownership Plan, Total assets ($M): 304.806344 · Participants: 327Mott Corporation Employee Stock Ownership PlanBl Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 127.985465 · Participants: 309Bl Companies, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 107.815259 · Participants: 572Eurpac Service, Inc. Employee Stock Ownership PlanTwin Mro Employee Stock Ownership Plan, Total assets ($M): 106.406355 · Participants: 110Twin Mro Employee Stock Ownership PlanDownes Holding Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 51.39039 · Participants: 50Downes Holding Company, Inc. Employee Stock Ownership Plan
Sonalysts, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants
Compare Sonalysts, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest ESOP by assets is Mission Driven Employee Stock Ownership Plan in IL ($126M); by covered participants it is Johnnys Pizza House, Inc. Employee Stock Ownership Plan in LA (417 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (417 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 Sonalysts, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Sonalysts, Inc. Employee Stock Ownership Plan held essentially flat - up 0.5% during 2024, from $125M to $126M. Reported net income was $2M.
How have Sonalysts, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sonalysts, Inc's sponsor-wide assets grew 15.0%, from $236M to $272M.
Where does Sonalysts, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Sonalysts, Inc. Employee Stock Ownership Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Sonalysts, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mission Driven Employee Stock Ownership Plan in IL ($126M, 323 participants).
Which ESOP plans cover a similar participant headcount to Sonalysts, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Johnnys Pizza House, Inc. Employee Stock Ownership Plan in LA (417 participants, $40M 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 060902362.

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.