ESOP · DOL Form 5500 · 2024

Srf Consulting Group, Inc. ESOP

Data updated 2026-08-25

$77M
Total assets Below avg plan size
395
Participants Below avg headcount
88th
Percentile by assets National rank
$193,853
Avg per participant Above avg balance/head
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Official DOL plan name: Srf Consulting Group, Inc. Employee Stock Ownership Plan · Sponsored by Srf Consulting Group, Inc. · Minnesota · Professional & Technical Services

$77M in assets, 395 participants

Srf Consulting Group, Inc.'s Srf Consulting Group, Inc. Employee Stock Ownership Plan reported $77M in total assets and 395 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,043 in Professional & Technical Services (20,173 peers)

Coverage in Minnesota

Srf Consulting Group, Inc. Employee Stock Ownership Plan covers 395 participants in Minnesota, about 35% of the average Minnesota filer (state average ~1,126 per filing). Assets: $77M.

#18,043
in Professional & Technical Services (20,173 peers)
+15.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Srf Consulting Group, Inc. Employee Stock Ownership Plan's outsized position by total assets

Srf Consulting Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$76,571,834 Top 12% higher than 88% 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

Srf Consulting Group, 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. Srf Consulting Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (395 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Srf Consulting Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $66M in the plan year 2023 filing to $77M in the plan year 2024 filing.
  • Srf Consulting Group, Inc. Employee Stock Ownership Plan reported participants rose from 357 in the plan year 2023 filing to 395 in the plan year 2024 filing.
  • Srf Consulting Group, Inc. Employee Stock Ownership Plan reported net income fell from $12M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 410847319 · Srf Consulting Group, Inc. PY 2024 · ESOP

Srf Consulting Group, Inc. Employee Stock Ownership Plan · $77M · 395 · 88th

  • BOY $77M
  • SCH 395
  • EBSA 88th
  • PART ESOP
  • TYPE near Hall Contracting of Kentucky, Inc. Employee Stock Ownership Plan
  • NET ind #18043

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 Minnesota →

Srf Consulting Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Icr Inc. Employee Stock Ownership PlanIcr Inc. Employee Stock Owne…$77MBulab Employee Stock Ownership PlanBulab Employee Stock Ownersh…$77MSrf Consulting Group, Inc. Employee Stock Ownership PlanSrf Consulting Group, Inc. E…$77MHall Contracting of Kentucky, Inc. Employee Stock Ownership PlanHall Contracting of Kentucky…$77MFerrell Companies, Inc. Employee Stock Ownership PlanFerrell Companies, Inc. Empl…$76M
End-of-year total assets ($M) among Srf Consulting Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$75M
Net Income$10M
Employer EIN410847319
Plan Effective Date2008-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Srf Consulting Group, Inc.)

Sponsor-wide plan assets over time

All Srf Consulting Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$178M 39.54602219955968% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $128M $178M ▲ +39.5%
Year Plans Participants Total Assets
2022 2 690 $128M
2023 2 697 $156M
2024 2 792 $178M

Nearby ESOP Plans in Minnesota

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

Srf Consulting Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 020040060080010001200 Total assets ($M) Participants Srf Consulting Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 76.571834 · Participants: 395Srf Consulting Group, Inc. Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 962.686911 · Participants: 12104Andersen Corporation Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 593.784492 · Participants: 490Landscape Structures, Inc. Employee Stock Ownership Plan and TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 593.525018 · Participants: 782Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 472.716981 · Participants: 615Force America Inc. Employee Stock Ownership PlanAblenet, Inc. Employee Stock Ownership Plan, Total assets ($M): 459.837439 · Participants: 134Ablenet, Inc. Employee Stock Ownership Plan
Srf Consulting Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Srf Consulting Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest ESOP by assets is Hall Contracting of Kentucky, Inc. Employee Stock Ownership Plan in KY ($77M); by covered participants it is Building Plastics, Inc. Employee Stock Ownership Plan in TN (395 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (395 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 Srf Consulting Group, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Srf Consulting Group, Inc. Employee Stock Ownership Plan grew sharply - up 15.2% during 2024, from $66M to $77M. Reported net income was $10M.
How have Srf Consulting Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Srf Consulting Group, Inc.'s sponsor-wide assets grew 39.5%, from $128M to $178M.
Where does Srf Consulting Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Srf Consulting Group, Inc. Employee Stock Ownership Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Srf Consulting Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hall Contracting of Kentucky, Inc. Employee Stock Ownership Plan in KY ($77M, 150 participants).
Which ESOP plans cover a similar participant headcount to Srf Consulting Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Building Plastics, Inc. Employee Stock Ownership Plan in TN (395 participants, $52M 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 410847319.

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.