ESOP · DOL Form 5500 · 2022

Elward Systems Corporation ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
39
Participants Small participant base
46th
Percentile by assets National rank
$103,008
Avg per participant Below avg balance/head
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Official DOL plan name: Elward ESOP Plan & Trust · Sponsored by Elward Systems Corporation · Colorado · Construction

$4M in assets, 39 participants

Elward Systems Corporation's Elward ESOP Plan & Trust reported $4M in total assets and 39 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #4,459 in Construction (9,927 peers)

Elward Systems Corporation multi-year trail

Elward Systems Corporation's plans moved -44.5% in assets from 2022 to 2024; this filing shows Elward ESOP Plan & Trust at $4M / 39 participants.

#4,459
in Construction (9,927 peers)
-6.3%
assets change YoY

The plan reported a net loss of $265K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Elward ESOP Plan & Trust's mid-pack asset rank among Construction and all filers

Elward ESOP Plan & Trust vs every filed plan by assets

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

$4,017,294 46th percentile higher than 46% 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

Elward ESOP Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Elward ESOP Plan & Trust is a small filing (39 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 841175075 · Elward Systems Corporation PY 2022 · ESOP

Elward ESOP Plan & Trust · $4M · 39 · 46th

  • VS-ST $4M
  • BOY 39
  • SCH 46th
  • EBSA ESOP
  • PART near E80 Holdings, Inc. Employee Stock Ownership Plan
  • TYPE ind #4459

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 Colorado →

Elward ESOP Plan & Trust in the asset neighbourhood

Wirefab, Inc. Employee Stock Ownership PlanWirefab, Inc. Employee Stock…$4MElward ESOP Plan & Trust$4ME80 Holdings, Inc. Employee Stock Ownership PlanE80 Holdings, Inc. Employee …$4MNec, Inc. Employee Stock Ownership PlanNec, Inc. Employee Stock Own…$4MKing Van & Storage, Inc. Employee Stock Ownership PlanKing Van & Storage, Inc. Emp…$4M
End-of-year total assets ($M) among Elward ESOP Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Elward Systems Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Elward Systems Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$2M 44.468440696648045% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $4.02M $2.23M ▼ -44.5%
Year Plans Participants Total Assets
2022 1 39 $4M
2023 1 39 $4M
2024 1 40 $2M

Elward Systems Corporation filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$854K
Net Income-$265K
Employer EIN841175075
Plan Effective Date2002-12-31
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Colorado

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

Elward ESOP Plan & Trust vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -1000100200300 Total assets ($M) Participants Elward ESOP Plan & Trust, Total assets ($M): 4.017294 · Participants: 39Elward ESOP Plan & TrustAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 285.815279 · Participants: 597Alpine Lumber Company Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 232.984751 · Participants: 206Brown Strauss, Inc. Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 217.557758 · Participants: 1013Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 170.68 · Participants: 932Envision Management Holding, Inc. Employee Stock Ownership PlanCatamount Constructors, Inc. Employee Stock Ownership Plan, Total assets ($M): 112.205631 · Participants: 181Catamount Constructors, Inc. Employee Stock Ownership Plan
Elward ESOP Plan & Trust vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Elward ESOP Plan & Trust side-by-side with 3 peers →

Elward ESOP Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is E80 Holdings, Inc. Employee Stock Ownership Plan in WI ($4M); by covered participants it is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 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 Elward ESOP Plan & Trust assets move in 2022? ▼
Elward ESOP Plan & Trust pulled back noticeably - down 6.3% during 2022, from $4M to $4M. Reported net income was -$265K.
How have Elward Systems Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elward Systems Corporation's sponsor-wide assets declined 44.5%, from $4M to $2M.
Which ESOP plans are similar in size to Elward ESOP Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is E80 Holdings, Inc. Employee Stock Ownership Plan in WI ($4M, 65 participants).
Which ESOP plans cover a similar participant headcount to Elward ESOP Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (39 participants, $3M 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 841175075.

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.