ESOP · DOL Form 5500 · 2022

Interwest Associates, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
N/A
Participants Small participant base
27th
Percentile by assets National rank
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Official DOL plan name: Interwest Construction Employee Stock Ownership Plan · Sponsored by Interwest Associates, Inc. · Utah · Construction

$1M in assets, N/A participants

Interwest Associates, Inc.'s Interwest Construction Employee Stock Ownership Plan reported $1M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #2,409 in Construction (9,927 peers)

Interwest Associates, Inc. multi-year trail

Interwest Associates, Inc.'s plans moved -63.2% in assets from 2022 to 2024; this filing shows Interwest Construction Employee Stock Ownership Plan at $1M / N/A participants.

#2,409
in Construction (9,927 peers)
-10.6%
assets change YoY

The plan reported a net loss of $145K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Interwest Construction Employee Stock Ownership Plan among the smaller filed plans by assets

Interwest Construction Employee Stock Ownership Plan vs every filed plan by assets

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

$1,214,645 27th percentile higher than 27% 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

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Form 5500 schedule snapshot

Filing strip 870330102 · Interwest Associates, Inc. PY 2022 · ESOP

Interwest Construction Employee Stock Ownership Plan · $1M · N/A · 27th

  • PCT $1M
  • EIN N/A
  • RANK 27th
  • PHOTO ESOP
  • IND near Neri Contractors & Excavators, Inc. Employee Stock Ownership Plan and Trust
  • EOY ind #2409

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 Utah →

Interwest Construction Employee Stock Ownership Plan in the asset neighbourhood

Neri Contractors & Excavators, Inc. Employee Stock Ownership Plan and TrustNeri Contractors & Excavator…$1MInterwest Construction Employee Stock Ownership PlanInterwest Construction Emplo…$1MCulinary Institute, Inc. Employee Stock Ownership PlanCulinary Institute, Inc. Emp…$1MLafayette Locksmith Service, Inc. - ESOPLafayette Locksmith Service,…$1MEmployee Stock Ownership Plan of Select Healthcare, Inc.Employee Stock Ownership Pla…$1M
End-of-year total assets ($M) among Interwest Construction Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Interwest Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Interwest Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$447K 63.226868755891644% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $1.21M $0.45M ▼ -62.8%
Year Plans Participants Total Assets
2022 1 N/A $1M
2023 1 N/A $1M
2024 1 15 $447K

Interwest Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$145K
Employer EIN870330102
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Utah

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

Interwest Construction Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants Scatter plot of 6 data points. -2000200400600800 -50050100150 Total assets ($M) Participants Interwest Construction Employee Stock Ownership Plan, Total assets ($M): 1.214645 · Participants: 0Interwest Construction Employee Stock Ownership PlanFj Management Inc. Employee Stock Ownership Plan, Total assets ($M): 100.217205 · Participants: 33Fj Management Inc. Employee Stock Ownership PlanJacobsen Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 97.600451 · Participants: 492Jacobsen Construction Company, Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Employee Stock Ownership Plan, Total assets ($M): 78.504943 · Participants: 473Rocky Mountain Atv, Inc. Employee Stock Ownership PlanWhitaker Construction Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 60.628689 · Participants: 650Whitaker Construction Co., Inc. Employee Stock Ownership PlanCentral Milling Employee Stock Ownership Plan and Trust, Total assets ($M): 32.233096 · Participants: 108Central Milling Employee Stock Ownership Plan and Trust
Interwest Construction Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants

Interwest Construction Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets

Outside Utah, the nearest ESOP by end-of-year assets is Neri Contractors & Excavators, Inc. Employee Stock Ownership Plan and Trust in IL at $1M (this filing: $1M).

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 Interwest Construction Employee Stock Ownership Plan assets move in 2022?
Interwest Construction Employee Stock Ownership Plan pulled back noticeably - down 10.6% during 2022, from $1M to $1M. Reported net income was -$145K.
How have Interwest Associates, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Interwest Associates, Inc.'s sponsor-wide assets declined 63.2%, from $1M to $447K.
Which ESOP plans are similar in size to Interwest Construction Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Neri Contractors & Excavators, Inc. Employee Stock Ownership Plan and Trust in IL ($1M, 3 participants).