ESOP · DOL Form 5500 · 2022
Ecoplan Associates, Inc. ESOP
Data updated 2026-08-25
- $92K
- Total assets Small plan by assets
- 49
- Participants Small participant base
- 6th
- Percentile by assets National rank
- $1,870
- Avg per participant Low balance/head
Official DOL plan name: Ecoplan Associates, Inc. Employee Stock Ownership Plan · Sponsored by Ecoplan Associates, Inc. · Arizona · Professional & Technical Services
$92K in assets, 49 participants
Ecoplan Associates, Inc.'s Ecoplan Associates, Inc. Employee Stock Ownership Plan reported $92K in total assets and 49 participants in its 2022 DOL Form 5500 filing, ranking in the 6th 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.
- #1,099 in Professional & Technical Services (21,562 peers)
2022 asset change
Ecoplan Associates, Inc. Employee Stock Ownership Plan contracted severely 71.4% in 2022 ($321K → $92K) for 49 participants.
- #1,099
- in Professional & Technical Services (21,562 peers)
- -71.4%
- assets change YoY
The plan reported a net loss of $229K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ecoplan Associates, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Ecoplan Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$91,611 6th percentile higher than 6% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Ecoplan Associates, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ecoplan Associates, Inc. Employee Stock Ownership Plan is a small filing (49 participants) on this national headcount ladder.
DOL schedule card
Filing strip 860692564 · Ecoplan Associates, Inc. PY 2022 · ESOP
Ecoplan Associates, Inc. Employee Stock Ownership Plan · $92K · 49 · 6th
- VS-ST $92K
- VS-ST 49
- VS-ST 6th
- VS-ST ESOP
- VS-ST near Gentry Brothers, Inc. Employee Stock Ownership Plan
- VS-ST ind #1099
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 Arizona →
Ecoplan Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $321K |
|---|---|
| Net Assets (End of Year) | $92K |
| Net Income | -$229K |
| Employer EIN | 860692564 |
| Plan Effective Date | 2007-07-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Arizona
Peer ESOP plans, same state, same plan type, ranked by total assets.
- The Sundt Companies Employee Stock Ownership Plan $654M · 1,879
- U-Haul Holding Company Employee Stock Ownership Plan $498M · 18,179
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $309M · 235
- Pima Medical Institute Employee Stock Ownership Plan $190M · 1,362
- Rvr Employee Stock Ownership Plan $145M · 139
Ecoplan Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Arizona, the nearest ESOP by assets is Gentry Brothers, Inc. Employee Stock Ownership Plan in CA ($92K); by covered participants it is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (49 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($92K here).
Similar participant headcount
Nearest other-state filings by covered participants (49 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.