ESOP · DOL Form 5500 · 2022

Shea Carr & Jewell Inc Dba Scj Alliance ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
121
Participants Small participant base
40th
Percentile by assets National rank
$24,238
Avg per participant Low balance/head
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Official DOL plan name: Scj Alliance Consulting Services Employee Stock Ownership Plan and Trust · Sponsored by Shea Carr & Jewell Inc Dba Scj Alliance · Washington · Professional & Technical Services

$3M in assets, 121 participants

Shea Carr & Jewell Inc Dba Scj Alliance's Scj Alliance Consulting Services Employee Stock Ownership Plan and Trust reported $3M in total assets and 121 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #8,041 in Professional & Technical Services (21,562 peers)

Coverage in Washington

Scj Alliance Consulting Services Employee Stock Ownership Plan and Trust covers 121 participants in Washington, about 8% of the average Washington filer (state average ~1,476 per filing). Assets: $3M.

#8,041
in Professional & Technical Services (21,562 peers)
+3.3%
assets growth YoY

Scj Alliance Consulting Services Employee Stock Ownership Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Scj Alliance Consulting Services Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$2,932,800 40th percentile higher than 40% 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

Scj Alliance Consulting Services Employee Stock Ownership Plan and Trust 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. Scj Alliance Consulting Services Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (121 participants).

EBSA filing schedule strip

Filing strip 204834444 · Shea Carr & Jewell Inc Dba Scj Alliance PY 2022 · ESOP

Scj Alliance Consulting Services Employee Stock Ownership Plan and Trust · $3M · 121 · 40th

  • RANK $3M
  • PHOTO 121
  • IND 40th
  • EOY ESOP
  • 5500 near Rancho West Landscape, Inc. Employee Stock Ownership Plan
  • ASSETS ind #8041

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 Washington →

Scj Alliance Consulting Services Employee Stock Ownership Plan and Trust in the asset neighbourhood

Roi Communication, Inc. Employee Stock Ownership PlanRoi Communication, Inc. Empl…$3MScj Alliance Consulting Services Employee Stock Ownership Plan and TrustScj Alliance Consulting Serv…$3MRancho West Landscape, Inc. Employee Stock Ownership PlanRancho West Landscape, Inc. …$3MErect-a-Tube, Inc. Employee Stock Ownership PlanErect-a-Tube, Inc. Employee …$3MSpreuer & Son, Inc. Employee Stock Ownership Plan and TrustSpreuer & Son, Inc. Employee…$3M
End-of-year total assets ($M) among Scj Alliance Consulting Services Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$763K
Net Income$204K
Employer EIN204834444
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shea Carr & Jewell Inc Dba Scj Alliance)

Sponsor-wide plan assets over time

All Shea Carr & Jewell Inc Dba Scj Alliance plans reported in each filing year

Latest sponsor-wide plan assets
$16M 23.707846274756903% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $12.8M $15.8M ▲ +23.7%
Year Plans Participants Total Assets
2022 2 240 $13M
2023 2 259 $15M
2024 2 273 $16M

Nearby ESOP Plans in Washington

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

Scj Alliance Consulting Services Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Washington, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.52 Total assets ($B) Participants Scj Alliance Consulting Services Employee Stock Ownership Plan and Trust, Total assets ($B): 0.0029328 · Participants: 121Scj Alliance Consulting Services Employee Stock Ownership Plan and TrustSchweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.763037695 · Participants: 3621Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership PlanTriple B Corporation Employee Stock Ownership Plan, Total assets ($B): 0.282617196 · Participants: 1096Triple B Corporation Employee Stock Ownership PlanManson Construction Co. Non-Craft Employee Stock Ownership Plan, Total assets ($B): 0.151972472 · Participants: 322Manson Construction Co. Non-Craft Employee Stock Ownership PlanPoint B, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.142690764 · Participants: 768Point B, Inc. Employee Stock Ownership Plan and TrustThe Plexsys Interface Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.131317752 · Participants: 211The Plexsys Interface Products, Inc. Employee Stock Ownership Plan
Scj Alliance Consulting Services Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Washington, assets vs. participants
Compare Scj Alliance Consulting Services Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Scj Alliance Consulting Services Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Washington, the nearest ESOP by assets is Rancho West Landscape, Inc. Employee Stock Ownership Plan in CA ($3M); by covered participants it is Consolidated Graphics Group, Inc. Employee Stock Ownership Plan and Trust in OH (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Scj Alliance Consulting Services Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Scj Alliance Consulting Services Employee Stock Ownership Plan and Trust edged up modestly - up 3.3% during 2022, from $3M to $3M. Reported net income was $204K.
How have Shea Carr & Jewell Inc Dba Scj Alliance plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shea Carr & Jewell Inc Dba Scj Alliance's sponsor-wide assets grew 23.7%, from $13M to $16M.
Which ESOP plans are similar in size to Scj Alliance Consulting Services Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Rancho West Landscape, Inc. Employee Stock Ownership Plan in CA ($3M, 59 participants).
Which ESOP plans cover a similar participant headcount to Scj Alliance Consulting Services Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Consolidated Graphics Group, Inc. Employee Stock Ownership Plan and Trust in OH (121 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 204834444.

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.