ESOP · DOL Form 5500 · 2022

Van Boerum & Frank Associates, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
110
Participants Small participant base
62nd
Percentile by assets National rank
$78,124
Avg per participant Below avg balance/head
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Official DOL plan name: Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan · Sponsored by Van Boerum & Frank Associates, Inc. · Utah · Professional & Technical Services

$9M in assets, 110 participants

Van Boerum & Frank Associates, Inc.'s Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan reported $9M in total assets and 110 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,980 in Professional & Technical Services (21,562 peers)

Coverage in Utah

Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan covers 110 participants in Utah, about 19% of the average Utah filer (state average ~592 per filing). Assets: $9M.

#12,980
in Professional & Technical Services (21,562 peers)
+45.0%
assets growth YoY

Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$8,593,585 Top 38% higher than 62% 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

Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (110 participants).

EBSA filing schedule strip

Filing strip 870292348 · Van Boerum & Frank Associates, Inc. PY 2022 · ESOP

Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan · $9M · 110 · 62nd

  • IND $9M
  • IND 110
  • IND 62nd
  • IND ESOP
  • IND near World Products Inc. Employee Stock Ownership Plan
  • IND ind #12980

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 Utah →

Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

US Default Group, Inc. Employee Stock Ownership PlanUS Default Group, Inc. Emplo…$9MWorld Products Inc. Employee Stock Ownership PlanWorld Products Inc. Employee…$9MChamlin & Associates Inc. Employee Stock Ownership Plan and TrustChamlin & Associates Inc. Em…$9MVan Boerum & Frank Associates, Inc. Employee Stock Ownership PlanVan Boerum & Frank Associate…$9MEei Employee Stock Ownership PlanEei Employee Stock Ownership…$9M
End-of-year total assets ($M) among Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Utah filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income$3M
Employer EIN870292348
Plan Effective Date2018-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Van Boerum & Frank Associates, Inc.)

Sponsor-wide plan assets over time

All Van Boerum & Frank Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 30.557157100154853% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $18.2M $23.7M ▲ +30.6%
Year Plans Participants Total Assets
2022 2 231 $18M
2023 2 239 $24M
2024 2 256 $24M

Nearby ESOP Plans in Utah

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

Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants Scatter plot of 6 data points. 0200400600800 050100150 Total assets ($M) Participants Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 8.593585 · Participants: 110Van Boerum & Frank Associates, Inc. Employee Stock Ownership PlanFj Management Inc. Employee Stock Ownership Plan, Total assets ($M): 100.217205 · Participants: 33Fj Management Inc. Employee Stock Ownership PlanJacobsen Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 97.600451 · Participants: 492Jacobsen Construction Company, Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Employee Stock Ownership Plan, Total assets ($M): 78.504943 · Participants: 473Rocky Mountain Atv, Inc. Employee Stock Ownership PlanWhitaker Construction Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 60.628689 · Participants: 650Whitaker Construction Co., Inc. Employee Stock Ownership PlanCentral Milling Employee Stock Ownership Plan and Trust, Total assets ($M): 32.233096 · Participants: 108Central Milling Employee Stock Ownership Plan and Trust
Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants
Compare Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Utah, the nearest ESOP by assets is World Products Inc. Employee Stock Ownership Plan in CA ($9M); by covered participants it is Breakside Brewery, Inc. Employee Stock Ownership Plan in OR (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan surged - up 45.0% during 2022, from $6M to $9M. Reported net income was $3M.
How have Van Boerum & Frank Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Van Boerum & Frank Associates, Inc.'s sponsor-wide assets grew 30.6%, from $18M to $24M.
Which ESOP plans are similar in size to Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is World Products Inc. Employee Stock Ownership Plan in CA ($9M, 22 participants).
Which ESOP plans cover a similar participant headcount to Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Breakside Brewery, Inc. Employee Stock Ownership Plan in OR (110 participants, $3M 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 870292348.

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.