ESOP · DOL Form 5500 · 2022

Sera Architects, Inc. ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
206
Participants Below avg headcount
79th
Percentile by assets National rank
$107,183
Avg per participant Below avg balance/head
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Official DOL plan name: Sera Architects, Inc. Employee Stock Ownership Plan · Sponsored by Sera Architects, Inc. · Oregon · Professional & Technical Services

$22M in assets, 206 participants

Sera Architects, Inc.'s Sera Architects, Inc. Employee Stock Ownership Plan reported $22M in total assets and 206 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #17,042 in Professional & Technical Services (21,562 peers)

Coverage in Oregon

Sera Architects, Inc. Employee Stock Ownership Plan covers 206 participants in Oregon, about 46% of the average Oregon filer (state average ~443 per filing). Assets: $22M.

#17,042
in Professional & Technical Services (21,562 peers)
-15.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sera Architects, Inc. Employee Stock Ownership Plan's outsized position by total assets

Sera Architects, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$22,079,767 Top 21% higher than 79% 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

Sera Architects, 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. Sera Architects, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (206 participants).

Published 5500 schedule card

Filing strip 930723380 · Sera Architects, Inc. PY 2022 · ESOP

Sera Architects, Inc. Employee Stock Ownership Plan · $22M · 206 · 79th

  • BOY $22M
  • BOY 206
  • BOY 79th
  • BOY ESOP
  • BOY near Club Fitness Employee Stock Ownership Plan
  • BOY ind #17042

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 Oregon →

Sera Architects, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Engineered Seal Products, Inc. Employee Stock Ownership PlanEngineered Seal Products, In…$22MUnited Contractors, Inc. Employee Stock Ownership PlanUnited Contractors, Inc. Emp…$22MClub Fitness Employee Stock Ownership PlanClub Fitness Employee Stock …$22MPlanters Bank and Trust Company Employee Stock Ownership PlanPlanters Bank and Trust Comp…$22MSera Architects, Inc. Employee Stock Ownership PlanSera Architects, Inc. Employ…$22M
End-of-year total assets ($M) among Sera Architects, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$22M
Net Income-$4M
Employer EIN930723380
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sera Architects, Inc.)

Sponsor-wide plan assets over time

All Sera Architects, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 25.41591814545733% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $36.8M $27.5M ▼ -25.4%
Year Plans Participants Total Assets
2022 2 370 $37M
2023 2 381 $31M
2024 2 218 $27M

Nearby ESOP Plans in Oregon

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

Sera Architects, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 0100200300 Total assets ($M) Participants Sera Architects, Inc. Employee Stock Ownership Plan, Total assets ($M): 22.079767 · Participants: 206Sera Architects, Inc. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 259.302569 · Participants: 1947Bi-Mart Corporation Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.711122 · Participants: 561Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 126.652835 · Participants: 57Pacific Industrial Corp. Employee Stock Ownership PlanKey Knife, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.836432 · Participants: 68Key Knife, Inc. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 84.932648 · Participants: 204Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Sera Architects, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Sera Architects, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest ESOP by assets is Club Fitness Employee Stock Ownership Plan in MO ($22M); by covered participants it is Brown Strauss, Inc. Employee Stock Ownership Plan in CO (206 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (206 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 Sera Architects, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Sera Architects, Inc. Employee Stock Ownership Plan declined sharply - down 15.5% during 2022, from $26M to $22M. Reported net income was -$4M.
How have Sera Architects, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sera Architects, Inc.'s sponsor-wide assets declined 25.4%, from $37M to $27M.
Where does Sera Architects, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Sera Architects, Inc. Employee Stock Ownership Plan ranks in the 79th 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 Sera Architects, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Club Fitness Employee Stock Ownership Plan in MO ($22M, 193 participants).
Which ESOP plans cover a similar participant headcount to Sera Architects, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Brown Strauss, Inc. Employee Stock Ownership Plan in CO (206 participants, $233M 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 930723380.

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.