401(k)
2022 plan-year 401(k) DOL Form 5500

Engeo Incorporated Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Engeo Incorporated · California · Professional & Technical Services

What the 2023 filing shows

Engeo Incorporated Employee Stock Ownership Plan holds $63M for 233 participants — about $270,507 per participant, down 1.4% over the 2022 plan year.

$63M
total plan assets (2022 EOY)
233
covered participants
$270,507
avg assets per participant
-1.4%
assets change YoY

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.

Total Assets (2023)
$63M
Participants
233
State
Industry
Professional & Technical Services

What the Filing Says About Engeo Incorporated Employee Stock Ownership Plan

Engeo Incorporated Employee Stock Ownership Plan is a 401(k) retirement plan sponsored by Engeo Incorporated, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $63M in total end-of-year assets and covers 233 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 941748418, and the plan has been effective since 1985-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $64M at the beginning of 2022 to $63M at year-end — a decline of 1.4%. Net assets (after liabilities) closed the year at $63M, with reported net income of $-909,142 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$64M
Total Assets (End of Year)$63M
Net Assets (End of Year)$63M
Net Income$-909,142
Plan Type401(k)
Employer EIN941748418
Plan Effective Date1985-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Engeo Incorporated)

Year Plans Participants Total Assets
2022 2 467 $121M
2023 2 498 $136M
2024 2 473 $153M

Nearby 401(k) Plans in California

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Engeo Incorporated Employee Stock Ownership Plan?
As of the 2022 Form 5500 filing, Engeo Incorporated Employee Stock Ownership Plan holds $63M in total assets with 233 participants. It is sponsored by Engeo Incorporated.
What type of plan is Engeo Incorporated Employee Stock Ownership Plan?
Engeo Incorporated Employee Stock Ownership Plan is a 401(k) plan. It has been effective since 1985-04-01. The plan is filed with the U.S. Department of Labor under EIN 941748418.
Who sponsors the Engeo Incorporated Employee Stock Ownership Plan?
Engeo Incorporated Employee Stock Ownership Plan is sponsored by Engeo Incorporated, located in California. The sponsor's EIN is 941748418 and the plan operates in the Professional & Technical Services industry.
How did Engeo Incorporated Employee Stock Ownership Plan perform in 2022?
Engeo Incorporated Employee Stock Ownership Plan declined by 1.4% during 2022, moving from $64M to $63M in total assets. Net income was $-909,142.
Where can I find official filings for Engeo Incorporated Employee Stock Ownership Plan?
Official Form 5500 filings for Engeo Incorporated Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 941748418 or plan name at efast.dol.gov.
How does Engeo Incorporated Employee Stock Ownership Plan compare to other plans?
You can compare Engeo Incorporated Employee Stock Ownership Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.