ESOP · DOL Form 5500 · 2022

Engeo Incorporated ESOP

Data updated 2026-08-25

$63M
Total assets Below avg plan size
233
Participants Below avg headcount
90th
Percentile by assets National rank
$270,507
Avg per participant High balance/head
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Official DOL plan name: Engeo Incorporated Employee Stock Ownership Plan · Sponsored by Engeo Incorporated · California · Professional & Technical Services

$63M in assets, 233 participants

Engeo Incorporated's Engeo Incorporated Employee Stock Ownership Plan reported $63M in total assets and 233 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #19,595 in Professional & Technical Services (21,562 peers)

Coverage in California

Engeo Incorporated Employee Stock Ownership Plan covers 233 participants in California, about 37% of the average California filer (state average ~630 per filing). Assets: $63M.

#19,595
in Professional & Technical Services (21,562 peers)
-1.4%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $909K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Engeo Incorporated Employee Stock Ownership Plan's outsized position by total assets

Engeo Incorporated Employee Stock Ownership Plan vs every filed plan by assets

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

$63,028,037 Top 10% higher than 90% 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

Engeo Incorporated 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. Engeo Incorporated Employee Stock Ownership Plan sits mid-pack in the medium band (233 participants).

EBSA filing schedule strip

Filing strip 941748418 · Engeo Incorporated PY 2022 · ESOP

Engeo Incorporated Employee Stock Ownership Plan · $63M · 233 · 90th

  • NET $63M
  • BOOK 233
  • VS-ST 90th
  • BOY ESOP
  • SCH near Triton Employee Stock Ownership Plan
  • EBSA ind #19595

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 California →

Engeo Incorporated Employee Stock Ownership Plan in the asset neighbourhood

Metron, Inc. Employee Stock Ownership Plan and TrustMetron, Inc. Employee Stock …$63MHarborone Bank Employee Stock Ownership PlanHarborone Bank Employee Stoc…$63MEngeo Incorporated Employee Stock Ownership PlanEngeo Incorporated Employee …$63MTriton Employee Stock Ownership PlanTriton Employee Stock Owners…$63MPaper Machinery Holding Corporation Employee Stock Ownership PlanPaper Machinery Holding Corp…$63M
End-of-year total assets ($M) among Engeo Incorporated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$63M
Net Income-$909K
Employer EIN941748418
Plan Effective Date1985-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Engeo Incorporated)

Sponsor-wide plan assets over time

All Engeo Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$153M 26.538645666134226% vs 2022
2024 filing year
$110M$120M$130M$140M$150M$160M 202220232024 $121M $153M ▲ +26.5%
Year Plans Participants Total Assets
2022 2 467 $121M
2023 2 498 $136M
2024 2 473 $153M

Nearby ESOP Plans in California

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

Engeo Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Engeo Incorporated Employee Stock Ownership Plan, Total assets ($B): 0.063028037 · Participants: 233Engeo Incorporated Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Engeo Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Engeo Incorporated Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Triton Employee Stock Ownership Plan in WV ($63M); by covered participants it is Cummins-Wagner Co., Inc. Employee Stock Ownership Plan in MD (233 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (233 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 Engeo Incorporated Employee Stock Ownership Plan assets move in 2022? ▼
Engeo Incorporated Employee Stock Ownership Plan edged down modestly - down 1.4% during 2022, from $64M to $63M. Reported net income was -$909K.
How have Engeo Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Engeo Incorporated's sponsor-wide assets grew 26.5%, from $121M to $153M.
Where does Engeo Incorporated Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Engeo Incorporated Employee Stock Ownership Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Engeo Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Triton Employee Stock Ownership Plan in WV ($63M, 60 participants).
Which ESOP plans cover a similar participant headcount to Engeo Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cummins-Wagner Co., Inc. Employee Stock Ownership Plan in MD (233 participants, $80M 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 941748418.

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.