ESOP · DOL Form 5500 · 2022
Sun Forest Construction, Ltd. ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 29
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $117,678
- Avg per participant Below avg balance/head
Official DOL plan name: Sun Forest Construction, Ltd. Employee Stock Ownership Plan · Sponsored by Sun Forest Construction, Ltd. · Oregon · Construction
$3M in assets, 29 participants
Sun Forest Construction, Ltd.'s Sun Forest Construction, Ltd. Employee Stock Ownership Plan reported $3M in total assets and 29 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.
- #4,102 in Construction (9,927 peers)
Sun Forest Construction, Ltd. multi-year trail
Sun Forest Construction, Ltd.'s plans moved +32.7% in assets from 2022 to 2024; this filing shows Sun Forest Construction, Ltd. Employee Stock Ownership Plan at $3M / 29 participants.
- #4,102
- in Construction (9,927 peers)
- -3.0%
- assets change YoY
The plan reported a net loss of $106K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sun Forest Construction, Ltd. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers
Sun Forest Construction, Ltd. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,412,671 43rd percentile higher than 43% 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
Sun Forest Construction, Ltd. 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. Sun Forest Construction, Ltd. Employee Stock Ownership Plan is a small filing (29 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 930782547 · Sun Forest Construction, Ltd. PY 2022 · ESOP
Sun Forest Construction, Ltd. Employee Stock Ownership Plan · $3M · 29 · 43rd
- PCT $3M
- EIN 29
- RANK 43rd
- PHOTO ESOP
- IND near Neuro-Tec, Inc. Employee Stock Ownership Plan
- EOY ind #4102
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 Oregon →
Sun Forest Construction, Ltd. Employee Stock Ownership Plan in the asset neighbourhood
Sun Forest Construction, Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Sun Forest Construction, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 32.66731542536623% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 29 | $3M |
| 2023 | 1 | 31 | $4M |
| 2024 | 1 | 31 | $5M |
Sun Forest Construction, Ltd. filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$106K |
| Employer EIN | 930782547 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Oregon
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Bi-Mart Corporation Employee Stock Ownership Plan $259M · 1,947
- Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan $222M · 561
- Pacific Industrial Corp. Employee Stock Ownership Plan $127M · 57
- Key Knife, Inc. Employee Stock Ownership Plan $112M · 68
- Northwest Pump & Equipment Co. Employee Stock Ownership Plan $85M · 204
Sun Forest Construction, Ltd. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Oregon, the nearest ESOP by assets is Neuro-Tec, Inc. Employee Stock Ownership Plan in GA ($3M); 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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (29 participants); asset peers above are excluded.
- Mckenna Enigineering & Equipment Company, Inc. Employee Stock Ownership Plan (CA) 29 · 0 off
- Albert Arno, Incorporated Employee Stock Ownership Plan (MO) 29 · 0 off
- ESOP for Employees of Bank of the Panhandle (OK) 29 · 0 off
- Electro-Sensors, Inc. Employee Stock Ownership Plan and Trust (MN) 29 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.