ESOP · DOL Form 5500 · 2022

Mid-State Consultants ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
155
Participants Small participant base
68th
Percentile by assets National rank
$75,875
Avg per participant Below avg balance/head
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Official DOL plan name: Mid-State Consultants, Inc. Employee Stock Ownership Plan · Sponsored by Mid-State Consultants · Utah · Professional & Technical Services

$12M in assets, 155 participants

Mid-State Consultants's Mid-State Consultants, Inc. Employee Stock Ownership Plan reported $12M in total assets and 155 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #14,506 in Professional & Technical Services (21,562 peers)

Coverage in Utah

Mid-State Consultants, Inc. Employee Stock Ownership Plan covers 155 participants in Utah, about 26% of the average Utah filer (state average ~592 per filing). Assets: $12M.

#14,506
in Professional & Technical Services (21,562 peers)
-68.0%
assets change YoY

The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mid-State Consultants, Inc. Employee Stock Ownership Plan's outsized position by total assets

Mid-State Consultants, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$11,760,693 Top 32% higher than 68% 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

Mid-State Consultants, 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. Mid-State Consultants, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (155 participants).

Published 5500 schedule card

Filing strip 870278655 · Mid-State Consultants PY 2022 · ESOP

Mid-State Consultants, Inc. Employee Stock Ownership Plan · $12M · 155 · 68th

  • PART $12M
  • PART 155
  • PART 68th
  • PART ESOP
  • PART near Tile Outlets of America Employee Stock Ownership Plan
  • PART ind #14506

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 →

Mid-State Consultants, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Tile Outlets of America Employee Stock Ownership PlanTile Outlets of America Empl…$12MKitware, Inc. Employee Ownership PlanKitware, Inc. Employee Owner…$12MMid-State Consultants, Inc. Employee Stock Ownership PlanMid-State Consultants, Inc. …$12MBeaty Holding Group, Inc. Employee Stock Ownership PlanBeaty Holding Group, Inc. Em…$12MMidvale Telephone Exchange Employee Stock Ownership PlanMidvale Telephone Exchange E…$12M
End-of-year total assets ($M) among Mid-State Consultants, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Utah filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$12M
Net Income-$25M
Employer EIN870278655
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mid-State Consultants)

Sponsor-wide plan assets over time

All Mid-State Consultants plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M 202220232024 $11.8M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 155 $12M
2023 1 158 $12M
2024 1 155 N/A

Nearby ESOP Plans in Utah

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

Mid-State Consultants, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants Scatter plot of 6 data points. 0200400600800 020406080100120 Total assets ($M) Participants Mid-State Consultants, Inc. Employee Stock Ownership Plan, Total assets ($M): 11.760693 · Participants: 155Mid-State Consultants, Inc. 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
Mid-State Consultants, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants
Compare Mid-State Consultants, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Mid-State Consultants, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Utah, the nearest ESOP by assets is Tile Outlets of America Employee Stock Ownership Plan in GA ($12M); by covered participants it is Denbow Company ESOP in TX (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 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 Mid-State Consultants, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Mid-State Consultants, Inc. Employee Stock Ownership Plan contracted severely - down 68.0% during 2022, from $37M to $12M. Reported net income was -$25M.
Which ESOP plans are similar in size to Mid-State Consultants, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tile Outlets of America Employee Stock Ownership Plan in GA ($12M, 55 participants).
Which ESOP plans cover a similar participant headcount to Mid-State Consultants, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Denbow Company ESOP in TX (155 participants, $15M 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 870278655.

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.