ESOP · DOL Form 5500 · 2022

Engineering Economics, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
57
Participants Small participant base
62nd
Percentile by assets National rank
$150,485
Avg per participant Above avg balance/head
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Official DOL plan name: Eei Employee Stock Ownership Plan · Sponsored by Engineering Economics, Inc. · Colorado · Professional & Technical Services

$9M in assets, 57 participants

Engineering Economics, Inc.'s Eei Employee Stock Ownership Plan reported $9M in total assets and 57 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.

  • #12,968 in Professional & Technical Services (21,562 peers)

Engineering Economics, Inc. multi-year trail

Engineering Economics, Inc.'s plans moved +41.5% in assets from 2022 to 2024; this filing shows Eei Employee Stock Ownership Plan at $9M / 57 participants.

#12,968
in Professional & Technical Services (21,562 peers)
-8.3%
assets change YoY

Eei Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Eei Employee Stock Ownership Plan vs every filed plan by assets

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

$8,577,666 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

Eei 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. Eei Employee Stock Ownership Plan is a small filing (57 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 840942005 · Engineering Economics, Inc. PY 2022 · ESOP

Eei Employee Stock Ownership Plan · $9M · 57 · 62nd

  • TYPE $9M
  • NET 57
  • BOOK 62nd
  • VS-ST ESOP
  • BOY near Shepard Exposition Services, Inc. Employee Stock Ownership Plan
  • SCH ind #12968

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 →

Eei Employee Stock Ownership Plan in the asset neighbourhood

World 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…$9MShepard Exposition Services, Inc. Employee Stock Ownership PlanShepard Exposition Services,…$9M
End-of-year total assets ($M) among Eei Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Engineering Economics, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Engineering Economics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 41.45051736707499% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.3M $34.4M ▲ +41.5%
Year Plans Participants Total Assets
2022 2 131 $24M
2023 2 128 $25M
2024 2 133 $34M

Engineering Economics, Inc. filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$3M
Net Income$21K
Employer EIN840942005
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Colorado

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

Eei Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. 050010001500 -1000100200300 Total assets ($M) Participants Eei Employee Stock Ownership Plan, Total assets ($M): 8.577666 · Participants: 57Eei Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 285.815279 · Participants: 597Alpine Lumber Company Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 232.984751 · Participants: 206Brown Strauss, Inc. Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 217.557758 · Participants: 1013Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 170.68 · Participants: 932Envision Management Holding, Inc. Employee Stock Ownership PlanCatamount Constructors, Inc. Employee Stock Ownership Plan, Total assets ($M): 112.205631 · Participants: 181Catamount Constructors, Inc. Employee Stock Ownership Plan
Eei Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Eei Employee Stock Ownership Plan side-by-side with 3 peers →

Eei Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is Shepard Exposition Services, Inc. Employee Stock Ownership Plan in GA ($9M); by covered participants it is Hunzinger Construction Company Employee Stock Ownership Plan in WI (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Eei Employee Stock Ownership Plan assets move in 2022? ▼
Eei Employee Stock Ownership Plan pulled back noticeably - down 8.3% during 2022, from $9M to $9M. Reported net income was $21K.
How have Engineering Economics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Engineering Economics, Inc.'s sponsor-wide assets grew 41.5%, from $24M to $34M.
Which ESOP plans are similar in size to Eei Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Shepard Exposition Services, Inc. Employee Stock Ownership Plan in GA ($9M, 284 participants).
Which ESOP plans cover a similar participant headcount to Eei Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hunzinger Construction Company Employee Stock Ownership Plan in WI (57 participants, $10M 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 840942005.

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.