ESOP · DOL Form 5500 · 2022
Efh ESOP, Inc. D/B/a Advanced Roofing Technologies ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 30
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $83,667
- Avg per participant Below avg balance/head
Official DOL plan name: Efh ESOP, Inc. Employee Stock Ownership Plan · Sponsored by Efh ESOP, Inc. D/B/a Advanced Roofing Technologies · Colorado · Construction
$3M in assets, 30 participants
Efh ESOP, Inc. D/B/a Advanced Roofing Technologies's Efh ESOP, Inc. Employee Stock Ownership Plan reported $3M in total assets and 30 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.
- #3,508 in Construction (9,927 peers)
Efh ESOP, Inc. D/B/a Advanced Roofing Technologies multi-year trail
Efh ESOP, Inc. D/B/a Advanced Roofing Technologies's plans moved +100.4% in assets from 2022 to 2024; this filing shows Efh ESOP, Inc. Employee Stock Ownership Plan at $3M / 30 participants.
- #3,508
- in Construction (9,927 peers)
- -21.6%
- assets change YoY
The plan reported a net loss of $605K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Efh ESOP, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers
Efh ESOP, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,510,005 37th percentile higher than 37% 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
Efh ESOP, Inc. 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. Efh ESOP, Inc. Employee Stock Ownership Plan is a small filing (30 participants) on this national headcount ladder.
DOL schedule card
Filing strip 852223240 · Efh ESOP, Inc. D/B/a Advanced Roofing Technologies PY 2022 · ESOP
Efh ESOP, Inc. Employee Stock Ownership Plan · $3M · 30 · 37th
- TYPE $3M
- NET 30
- BOOK 37th
- VS-ST ESOP
- BOY near Standard Heating & Air Conditioning Employee Stock Ownership Plan
- SCH ind #3508
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 →
Efh ESOP, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Efh ESOP, Inc. D/B/a Advanced Roofing Technologies multi-year asset trail
Sponsor-wide plan assets over time
All Efh ESOP, Inc. D/B/a Advanced Roofing Technologies plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 100.39820637807495% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 30 | $3M |
| 2023 | 1 | 24 | $5M |
| 2024 | 1 | 24 | $5M |
Efh ESOP, Inc. D/B/a Advanced Roofing Technologies filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | -$1M |
| Net Income | -$605K |
| Employer EIN | 852223240 |
| Plan Effective Date | 2020-01-01 |
| 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
Efh ESOP, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Colorado, the nearest ESOP by assets is Standard Heating & Air Conditioning Employee Stock Ownership Plan in NE ($3M); by covered participants it is American Display Company Employee Stock Ownership in MN (30 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 (30 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.