ESOP · DOL Form 5500 · 2024
Sonalysts, Inc ESOP
Data updated 2026-08-11
- $126M
- Total assets
- 417
- Participants
- 92nd
- Percentile by assets
- $301,858
- Avg per participant
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.
- 92nd percentile by assets (of 123,622 plans)
- #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.
- $126M
- total plan assets (2024 EOY)
- 417
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $301,858
- avg assets per participant
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.
Sonalysts, Inc. Employee Stock Ownership Plan vs the 2024 asset distribution
By assets, Sonalysts, Inc. Employee Stock Ownership Plan outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $125M |
|---|---|
| Net Assets (End of Year) | $126M |
| Net Income | $2M |
| Employer EIN | 060902362 |
| Plan Effective Date | 1979-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sonalysts, Inc)
| 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
- Mott Corporation Employee Stock Ownership Plan $305M · 327
- Bl Companies, Inc. Employee Stock Ownership Plan $128M · 309
- Eurpac Service, Inc. Employee Stock Ownership Plan $108M · 572
- Twin Mro Employee Stock Ownership Plan $106M · 110
- Downes Holding Company, Inc. Employee Stock Ownership Plan $51M · 50
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Sonalysts, Inc. Employee Stock Ownership Plan by total assets, not by location.
- Mission Driven Employee Stock Ownership Plan (IL) $126M · 323
- Aqua Metric Sales Company Employee Stock Ownership Plan (CA) $126M · 47
- Gbs Corp & Subsidiaries Employee Stock Ownership Plan & Trust (OH) $125M · 186
- Communications International, Inc. Employee Stock Ownership Plan and Trust (FL) $127M · 143
Frequently Asked Questions
How did Sonalysts, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
How have Sonalysts, Inc plan assets changed over time? ▼
Where does Sonalysts, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Next read for Sonalysts, Inc. Employee Stock Ownership…
Scale reading
Ways to act on Sonalysts, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Sonalysts, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Connecticut. Compare plans
- Sonalysts, Inc's sponsor-wide assets have grown 15.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans