ESOP · DOL Form 5500 · 2022

Oftedal Construction, Inc. ESOP

Data updated 2026-08-25

$32M
Total assets Below avg plan size
128
Participants Small participant base
84th
Percentile by assets National rank
$251,530
Avg per participant Above avg balance/head
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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.

  • #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.

#8,187
in Construction (9,927 peers)
+10.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Oftedal Construction, Inc. Employee Stock Ownership Plan's outsized position by total assets

Oftedal Construction, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$32,195,889 Top 16% higher than 84% 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

Oftedal Construction, 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. Oftedal Construction, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (128 participants).

DOL schedule card

Filing strip 810307943 · Oftedal Construction, Inc. PY 2022 · ESOP

Oftedal Construction, Inc. Employee Stock Ownership Plan · $32M · 128 · 84th

  • IND $32M
  • EOY 128
  • 5500 84th
  • ASSETS ESOP
  • PCT near Charles River Analytics, Inc. Employee Stock Ownership Plan
  • EIN ind #8187

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 Montana →

Oftedal Construction, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Bruckner Truck Sales, Inc. Employee Stock Ownership PlanThe Bruckner Truck Sales, In…$32MCentral Milling Employee Stock Ownership Plan and TrustCentral Milling Employee Sto…$32MOftedal Construction, Inc. Employee Stock Ownership PlanOftedal Construction, Inc. E…$32MCharles River Analytics, Inc. Employee Stock Ownership PlanCharles River Analytics, Inc…$32MVI-Cas Manufacturing, Inc. Employee Stock Ownership PlanVI-Cas Manufacturing, Inc. E…$32M
End-of-year total assets ($M) among Oftedal Construction, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Montana filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$32M
Net Income$3M
Employer EIN810307943
Plan Effective Date2001-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oftedal Construction, Inc.)

Sponsor-wide plan assets over time

All Oftedal Construction, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 31.500956126771012% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $42.4M $55.7M ▲ +31.5%
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 Scatter plot of 6 data points. 050010001500 0100200300400500 Total assets ($M) Participants Oftedal Construction, Inc. Employee Stock Ownership Plan, Total assets ($M): 32.195889 · Participants: 128Oftedal Construction, Inc. Employee Stock Ownership PlanPacific Hide & Fur Depot D/B/a Pacific Steel and Recycling Employee Stock Ownership Plan and Trust, Total assets ($M): 436.286144 · Participants: 800Pacific Hide & Fur Depot D/B/a Pacific Steel and Recycling Employee Stock Ownership Plan and TrustD.a. Davidson Companies Employee Stock Ownership Plan, Total assets ($M): 118.950259 · Participants: 1368D.a. Davidson Companies Employee Stock Ownership PlanElectrical Consultants, Inc. Employee Stock Ownership Plan, Total assets ($M): 70.363373 · Participants: 666Electrical Consultants, Inc. Employee Stock Ownership PlanMorrison-Maierle, Inc. Employee Stock Ownership Plan, Total assets ($M): 65.173097 · Participants: 274Morrison-Maierle, Inc. Employee Stock Ownership PlanSletten, Inc. Employee Stock Ownership Plan, Total assets ($M): 64.690755 · Participants: 318Sletten, Inc. Employee Stock Ownership Plan
Oftedal Construction, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Montana, assets vs. participants
Compare Oftedal Construction, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Oftedal Construction, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Montana, the nearest ESOP by assets is Charles River Analytics, Inc. Employee Stock Ownership Plan in MA ($32M); by covered participants it is Electric Supply Employee Stock Ownership Plan in FL (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Oftedal Construction, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Oftedal Construction, Inc. Employee Stock Ownership Plan grew at a solid clip - up 10.2% during 2022, from $29M to $32M. Reported net income was $3M.
How have Oftedal Construction, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oftedal Construction, Inc.'s sponsor-wide assets grew 31.5%, from $42M to $56M.
Where does Oftedal Construction, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Oftedal Construction, Inc. Employee Stock Ownership Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Oftedal Construction, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Charles River Analytics, Inc. Employee Stock Ownership Plan in MA ($32M, 160 participants).
Which ESOP plans cover a similar participant headcount to Oftedal Construction, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Electric Supply Employee Stock Ownership Plan in FL (128 participants, $2M 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 810307943.

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.