ESOP · DOL Form 5500 · 2022

Bgw Architects II, P.C. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
31
Participants Small participant base
57th
Percentile by assets National rank
$219,550
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bgw Architects II, P. C. Employee Stock Ownership Plan · Sponsored by Bgw Architects II, P.C. · Utah · Professional & Technical Services

$7M in assets, 31 participants

Bgw Architects II, P.C.'s Bgw Architects II, P. C. Employee Stock Ownership Plan reported $7M in total assets and 31 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,880 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

Bgw Architects II, P. C. Employee Stock Ownership Plan holds $7M for 31 participants - about $219,550 per participant, above the median plan by assets.

#11,880
in Professional & Technical Services (21,562 peers)
+2.6%
assets growth YoY

Bgw Architects II, P. C. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bgw Architects II, P. C. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,806,054 Top 43% higher than 57% of 139,123 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 2022

Bgw Architects II, P. C. 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. Bgw Architects II, P. C. Employee Stock Ownership Plan is a small filing (31 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 463732211 · Bgw Architects II, P.C. PY 2022 · ESOP

Bgw Architects II, P. C. Employee Stock Ownership Plan · $7M · 31 · 57th

  • 5500 $7M
  • 5500 31
  • 5500 57th
  • 5500 ESOP
  • 5500 near Normandeau Associates, Inc. Employee Stock Ownership Plan and Trust
  • 5500 ind #11880

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 Utah →

Bgw Architects II, P. C. Employee Stock Ownership Plan in the asset neighbourhood

Bgw Architects II, P. C. Employee Stock Ownership PlanBgw Architects II, P. C. Emp…$7MNormandeau Associates, Inc. Employee Stock Ownership Plan and TrustNormandeau Associates, Inc. …$7MGround Engineering Consultants, Inc. Employee Stock Ownership PlanGround Engineering Consultan…$7MStaff Electric Co., Inc. Employee Stock Ownership PlanStaff Electric Co., Inc. Emp…$7MEon, Inc. 2012 Amended and Restated Employee Stock Ownership PlanEon, Inc. 2012 Amended and R…$7M
End-of-year total assets ($M) among Bgw Architects II, P. C. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income$751K
Employer EIN463732211
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bgw Architects II, P.C.)

Sponsor-wide plan assets over time

All Bgw Architects II, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 7.545664492230006% vs 2022
2024 filing year
$6.2M$6.4M$6.6M$6.8M$7M 202220232024 $6.81M $6.29M ▼ -7.6%
Year Plans Participants Total Assets
2022 1 31 $7M
2023 1 28 $7M
2024 1 29 $6M

Nearby ESOP Plans in Utah

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

Bgw Architects II, P. C. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants Scatter plot of 6 data points. 0200400600800 050100150 Total assets ($M) Participants Bgw Architects II, P. C. Employee Stock Ownership Plan, Total assets ($M): 6.806054 · Participants: 31Bgw Architects II, P. C. Employee Stock Ownership PlanFj Management Inc. Employee Stock Ownership Plan, Total assets ($M): 100.217205 · Participants: 33Fj Management Inc. Employee Stock Ownership PlanJacobsen Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 97.600451 · Participants: 492Jacobsen Construction Company, Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Employee Stock Ownership Plan, Total assets ($M): 78.504943 · Participants: 473Rocky Mountain Atv, Inc. Employee Stock Ownership PlanWhitaker Construction Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 60.628689 · Participants: 650Whitaker Construction Co., Inc. Employee Stock Ownership PlanCentral Milling Employee Stock Ownership Plan and Trust, Total assets ($M): 32.233096 · Participants: 108Central Milling Employee Stock Ownership Plan and Trust
Bgw Architects II, P. C. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants
Compare Bgw Architects II, P. C. Employee Stock Ownership Plan side-by-side with 3 peers →

Bgw Architects II, P. C. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Utah, the nearest ESOP by assets is Normandeau Associates, Inc. Employee Stock Ownership Plan and Trust in NH ($7M); by covered participants it is Econocorp, Inc. Employee Stock Ownership Plan in MA (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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.

Frequently Asked Questions

How did Bgw Architects II, P. C. Employee Stock Ownership Plan assets move in 2022? ▼
Bgw Architects II, P. C. Employee Stock Ownership Plan edged up modestly - up 2.6% during 2022, from $7M to $7M. Reported net income was $751K.
How have Bgw Architects II, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bgw Architects II, P.C.'s sponsor-wide assets declined 7.5%, from $7M to $6M.
Which ESOP plans are similar in size to Bgw Architects II, P. C. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Normandeau Associates, Inc. Employee Stock Ownership Plan and Trust in NH ($7M, 105 participants).
Which ESOP plans cover a similar participant headcount to Bgw Architects II, P. C. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Econocorp, Inc. Employee Stock Ownership Plan in MA (31 participants, $264K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 463732211.

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.