ESOP · DOL Form 5500 · 2022
Lundquist Associates, Inc. ESOP
Data updated 2026-08-11
- $6M
- Total assets
- 29
- Participants
- 54th
- Percentile by assets
- $206,358
- Avg per participant
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.
- 54th percentile by assets (of 139,126 plans)
- #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.
- $6M
- total plan assets (2022 EOY)
- 29
- covered participants
- 54th
- percentile by assets (of 139,126 plans)
- $206,358
- avg assets per participant
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.
Where Lundquist Employee Stock Ownership Plan sits by total assets
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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
2022 asset move for Lundquist Employee Stock Ownership Plan
Year over year, total assets declined sharply from $7M at the start of 2022 to $6M at year-end (down 16.5%). Net assets closed at $5M; reported net income -$1M.
Lundquist Associates, Inc. years around the 2022 move
| 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 EIN | 840731021 |
| Plan Effective Date | 1998-04-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Colorado
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Alpine Lumber Company Employee Stock Ownership Plan $286M · 597
- Brown Strauss, Inc. Employee Stock Ownership Plan $233M · 206
- Trinidad Benham Corp. Employee Stock Ownership Plan $218M · 1,013
- Envision Management Holding, Inc. Employee Stock Ownership Plan $171M · 932
- Catamount Constructors, Inc. Employee Stock Ownership Plan $112M · 181
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Lundquist Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Lundquist Employee Stock Ownership Plan
2022 change
Ways to act on Lundquist Employee Stock Ownership Plan's numbers.
- By total assets, Lundquist Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Colorado. Compare plans
- Lundquist Associates, Inc.'s sponsor-wide assets have grown 4.5% since 2022 across 3 plan years on file. More Construction plans