ESOP · DOL Form 5500 · 2022
Oftedal Construction, Inc. ESOP
Data updated 2026-08-11
- $32M
- Total assets
- 128
- Participants
- 84th
- Percentile by assets
- $251,530
- Avg per participant
Official DOL plan name: Oftedal Construction, Inc. Employee Stock Ownership Plan · Sponsored by Oftedal Construction, Inc. · Montana · Construction
$32M in assets, 128 participants
Oftedal Construction, Inc.'s Oftedal Construction, Inc. Employee Stock Ownership Plan reported $32M in total assets and 128 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.
- 84th percentile by assets (of 139,126 plans)
- #8,187 in Construction (9,927 peers)
Coverage in Montana
Oftedal Construction, Inc. Employee Stock Ownership Plan covers 128 participants in Montana, about 47% of the average Montana filer (state average ~271 per filing). Assets: $32M.
- $32M
- total plan assets (2022 EOY)
- 128
- covered participants
- 84th
- percentile by assets (of 139,126 plans)
- $251,530
- avg assets per participant
Participants vs Montana filers
In Montana, the average filing covers about 271 participants across 404 plans. Oftedal Construction, Inc. Employee Stock Ownership Plan reports 128 participants - about 47% of that state average ($32M EOY assets).
Montana filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $3M |
| Employer EIN | 810307943 |
| Plan Effective Date | 2001-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oftedal Construction, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 251 | $42M |
| 2023 | 2 | 188 | $49M |
| 2024 | 2 | 215 | $56M |
Nearby ESOP Plans in Montana
Peer ESOP plans, same state, same plan type, ranked by total assets.
Oftedal Construction, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Montana, assets vs. participants
- Pacific Hide & Fur Depot D/B/a Pacific Steel and Recycling Employee Stock Ownership Plan and Trust $436M · 800
- D.a. Davidson Companies Employee Stock Ownership Plan $119M · 1,368
- Electrical Consultants, Inc. Employee Stock Ownership Plan $70M · 666
- Morrison-Maierle, Inc. Employee Stock Ownership Plan $65M · 274
- Sletten, Inc. Employee Stock Ownership Plan $65M · 318
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Oftedal Construction, Inc. Employee Stock Ownership Plan by total assets, not by location.
- Charles River Analytics, Inc. Employee Stock Ownership Plan (MA) $32M · 160
- VI-Cas Manufacturing, Inc. Employee Stock Ownership Plan (OH) $32M · 40
- Central Milling Employee Stock Ownership Plan and Trust (UT) $32M · 108
- The Bruckner Truck Sales, Inc. Employee Stock Ownership Plan (TX) $32M · 1,002
Frequently Asked Questions
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Filing takeaways
Ways to act on Oftedal Construction, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Oftedal Construction, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Montana. Compare plans
- Oftedal Construction, Inc.'s sponsor-wide assets have grown 31.5% since 2022 across 3 plan years on file. More Construction plans