ESOP · DOL Form 5500 · 2022

Louis a. Roser Company ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
31
Participants Small participant base
48th
Percentile by assets National rank
$143,475
Avg per participant Near avg balance/head
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Official DOL plan name: Louis a. Roser Company Employee Stock Ownership Plan · Sponsored by Louis a. Roser Company · Utah · Construction

$4M in assets, 31 participants

Louis a. Roser Company's Louis a. Roser Company Employee Stock Ownership Plan reported $4M in total assets and 31 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #4,683 in Construction (9,927 peers)

Louis a. Roser Company multi-year trail

Louis a. Roser Company's plans moved +50.7% in assets from 2022 to 2024; this filing shows Louis a. Roser Company Employee Stock Ownership Plan at $4M / 31 participants.

#4,683
in Construction (9,927 peers)
-7.4%
assets change YoY

The plan reported a net loss of $354K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Louis a. Roser Company Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Louis a. Roser Company Employee Stock Ownership Plan vs every filed plan by assets

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

$4,447,737 48th percentile higher than 48% 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

Louis a. Roser Company 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. Louis a. Roser Company Employee Stock Ownership Plan is a small filing (31 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 870203638 · Louis a. Roser Company PY 2022 · ESOP

Louis a. Roser Company Employee Stock Ownership Plan · $4M · 31 · 48th

  • EOY $4M
  • EOY 31
  • EOY 48th
  • EOY ESOP
  • EOY near Matrix Construction Services Employee Stock Ownership Plan
  • EOY ind #4683

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 →

Louis a. Roser Company Employee Stock Ownership Plan in the asset neighbourhood

Louis a. Roser Company Employee Stock Ownership PlanLouis a. Roser Company Emplo…$4MMatrix Construction Services Employee Stock Ownership PlanMatrix Construction Services…$4MKephart Architects, Inc. Employee Stock Ownership PlanKephart Architects, Inc. Emp…$4MHodges & Hicks Holdings, Inc. Employee Stock Ownership PlanHodges & Hicks Holdings, Inc…$4MImtra Corporation Employee Stock Ownership PlanImtra Corporation Employee S…$4M
End-of-year total assets ($M) among Louis a. Roser Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Louis a. Roser Company multi-year asset trail

Sponsor-wide plan assets over time

All Louis a. Roser Company plans reported in each filing year

Latest sponsor-wide plan assets
$7M 50.68143642486055% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.45M $6.7M ▲ +50.6%
Year Plans Participants Total Assets
2022 1 31 $4M
2023 1 29 $5M
2024 1 36 $7M

Louis a. Roser Company filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$354K
Employer EIN870203638
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Utah

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

Louis a. Roser Company Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants Scatter plot of 6 data points. 0200400600800 -50050100150 Total assets ($M) Participants Louis a. Roser Company Employee Stock Ownership Plan, Total assets ($M): 4.447737 · Participants: 31Louis a. Roser Company 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
Louis a. Roser Company Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants
Compare Louis a. Roser Company Employee Stock Ownership Plan side-by-side with 3 peers →

Louis a. Roser Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Utah, the nearest ESOP by assets is Matrix Construction Services Employee Stock Ownership Plan in CA ($4M); 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 Louis a. Roser Company Employee Stock Ownership Plan assets move in 2022? ▼
Louis a. Roser Company Employee Stock Ownership Plan pulled back noticeably - down 7.4% during 2022, from $5M to $4M. Reported net income was -$354K.
How have Louis a. Roser Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Louis a. Roser Company's sponsor-wide assets grew 50.7%, from $4M to $7M.
Which ESOP plans are similar in size to Louis a. Roser Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Matrix Construction Services Employee Stock Ownership Plan in CA ($4M, 85 participants).
Which ESOP plans cover a similar participant headcount to Louis a. Roser Company 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 870203638.

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.