ESOP · DOL Form 5500 · 2022

Ivey Engineering, Inc. ESOP

Data updated 2026-08-25

$287K
Total assets Small plan by assets
11
Participants Small participant base
13th
Percentile by assets National rank
$26,098
Avg per participant Low balance/head
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Official DOL plan name: Ivey Engineering, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Ivey Engineering, Inc. · California · Professional & Technical Services

$287K in assets, 11 participants

Ivey Engineering, Inc.'s Ivey Engineering, Inc. Employee Stock Ownership Plan and Trust reported $287K in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.

  • #2,312 in Professional & Technical Services (21,562 peers)

Ivey Engineering, Inc. multi-year trail

Ivey Engineering, Inc.'s plans moved -26.2% in assets from 2022 to 2024; this filing shows Ivey Engineering, Inc. Employee Stock Ownership Plan and Trust at $287K / 11 participants.

#2,312
in Professional & Technical Services (21,562 peers)
-42.9%
assets change YoY

The plan reported a net loss of $49K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ivey Engineering, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Ivey Engineering, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$287,075 13th percentile higher than 13% 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

Ivey Engineering, Inc. Employee Stock Ownership Plan and 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. Ivey Engineering, Inc. Employee Stock Ownership Plan and Trust is a small filing (11 participants) on this national headcount ladder.

DOL schedule card

Filing strip 330860901 · Ivey Engineering, Inc. PY 2022 · ESOP

Ivey Engineering, Inc. Employee Stock Ownership Plan and Trust · $287K · 11 · 13th

  • PART $287K
  • TYPE 11
  • NET 13th
  • BOOK ESOP
  • VS-ST near Vengroff, Williams & Associates, Inc. Employee Stock Ownership Plan
  • BOY ind #2312

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 California →

Ivey Engineering, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Ivey Engineering, Inc. Employee Stock Ownership Plan and TrustIvey Engineering, Inc. Emplo…$287KVengroff, Williams & Associates, Inc. Employee Stock Ownership PlanVengroff, Williams & Associa…$289KThe Logan Graphic Products, Inc. Employee Stock Ownership PlanThe Logan Graphic Products, …$285KNew-Tech Packaging Employee Stock Ownership PlanNew-Tech Packaging Employee …$289KLjt & Associates, Inc. Profit Sharing PlanLjt & Associates, Inc. Profi…$289K
End-of-year total assets ($M) among Ivey Engineering, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Ivey Engineering, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ivey Engineering, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$212K 26.23634938604894% vs 2022
2024 filing year
$0.2M$0.25M$0.3M 202220232024 $0.29M $0.21M ▼ -27.6%
Year Plans Participants Total Assets
2022 1 11 $287K
2023 1 11 $212K
2024 1 9 $212K

Ivey Engineering, Inc. filing trail (2022)

Total Assets (Beginning of Year)$502K
Net Assets (End of Year)$118K
Net Income-$49K
Employer EIN330860901
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Ivey Engineering, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Ivey Engineering, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.000287075 · Participants: 11Ivey Engineering, Inc. Employee Stock Ownership Plan and TrustParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Ivey Engineering, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants
Compare Ivey Engineering, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Ivey Engineering, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Vengroff, Williams & Associates, Inc. Employee Stock Ownership Plan in FL ($289K); by covered participants it is Alaska Litho, Inc Employee Stock Ownership Plan in AK (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Ivey Engineering, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Ivey Engineering, Inc. Employee Stock Ownership Plan and Trust contracted severely - down 42.9% during 2022, from $502K to $287K. Reported net income was -$49K.
How have Ivey Engineering, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ivey Engineering, Inc.'s sponsor-wide assets declined 26.2%, from $287K to $212K.
Where does Ivey Engineering, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Ivey Engineering, Inc. Employee Stock Ownership Plan and Trust ranks in the 13th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Ivey Engineering, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Vengroff, Williams & Associates, Inc. Employee Stock Ownership Plan in FL ($289K, N/A participants).
Which ESOP plans cover a similar participant headcount to Ivey Engineering, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Alaska Litho, Inc Employee Stock Ownership Plan in AK (11 participants, $171K 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 330860901.

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.