ESOP · DOL Form 5500 · 2022

Lundquist Associates, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
29
Participants Small participant base
54th
Percentile by assets National rank
$206,358
Avg per participant Above avg balance/head
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Official DOL plan name: Lundquist Employee Stock Ownership Plan · Sponsored by Lundquist Associates, Inc. · Colorado · Construction

$6M in assets, 29 participants

Lundquist Associates, Inc.'s Lundquist Employee Stock Ownership Plan reported $6M in total assets and 29 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #5,334 in Construction (9,927 peers)

2022 asset change

Lundquist Employee Stock Ownership Plan declined sharply 16.5% in 2022 ($7M → $6M) for 29 participants.

#5,334
in Construction (9,927 peers)
-16.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lundquist Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Lundquist Employee Stock Ownership Plan vs every filed plan by assets

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

$5,984,385 Top 46% higher than 54% 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

Lundquist 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. Lundquist Employee Stock Ownership Plan is a small filing (29 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 840731021 · Lundquist Associates, Inc. PY 2022 · ESOP

Lundquist Employee Stock Ownership Plan · $6M · 29 · 54th

  • RANK $6M
  • PHOTO 29
  • IND 54th
  • EOY ESOP
  • 5500 near Broadway Electric, Inc. Employee Stock Ownership Plan
  • ASSETS ind #5334

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 →

Lundquist Employee Stock Ownership Plan in the asset neighbourhood

Advanced Technology Products, Inc. Employee Stock Ownership PlanAdvanced Technology Products…$6MBroadway Electric, Inc. Employee Stock Ownership PlanBroadway Electric, Inc. Empl…$6MC-Air-S Mechanical, Inc. Employee Stock Ownership PlanC-Air-S Mechanical, Inc. Emp…$6MLundquist Employee Stock Ownership PlanLundquist Employee Stock Own…$6MMcgarvin-Moberly Employee Stock Ownership PlanMcgarvin-Moberly Employee St…$6M
End-of-year total assets ($M) among Lundquist Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Lundquist Associates, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Lundquist Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 4.530757964268676% vs 2022
2024 filing year
$5.9M$6M$6.1M$6.2M$6.3M 202220232024 $5.98M $6.26M ▲ +4.7%
Year Plans Participants Total Assets
2022 1 29 $6M
2023 1 24 $6M
2024 1 27 $6M

2022 asset-move particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN840731021
Plan Effective Date1998-04-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Colorado

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

Lundquist Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -1000100200300 Total assets ($M) Participants Lundquist Employee Stock Ownership Plan, Total assets ($M): 5.984385 · Participants: 29Lundquist Employee Stock Ownership PlanAlpine 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
Lundquist Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Lundquist Employee Stock Ownership Plan side-by-side with 3 peers →

Lundquist Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is Broadway Electric, Inc. Employee Stock Ownership Plan in IL ($6M); by covered participants it is Mckenna Enigineering & Equipment Company, Inc. Employee Stock Ownership Plan in CA (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Lundquist Employee Stock Ownership Plan assets move in 2022? ▼
Lundquist Employee Stock Ownership Plan declined sharply - down 16.5% during 2022, from $7M to $6M. Reported net income was -$1M.
How have Lundquist Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lundquist Associates, Inc.'s sponsor-wide assets grew 4.5%, from $6M to $6M.
Which ESOP plans are similar in size to Lundquist Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Broadway Electric, Inc. Employee Stock Ownership Plan in IL ($6M, 46 participants).
Which ESOP plans cover a similar participant headcount to Lundquist Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mckenna Enigineering & Equipment Company, Inc. Employee Stock Ownership Plan in CA (29 participants, N/A 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 840731021.

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.