ESOP · DOL Form 5500 · 2023

Bgw Architects II, P.C. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
28
Participants Small participant base
50th
Percentile by assets National rank
$233,152
Avg per participant Above avg balance/head
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Official DOL plan name: Bgw Architects II, P.C. Employee Stock Ownership Plan · Sponsored by Bgw Architects II, P.C. · Utah · Professional & Technical Services

$7M in assets, 28 participants

Bgw Architects II, P.C.'s Bgw Architects II, P.C. Employee Stock Ownership Plan reported $7M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,733 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Bgw Architects II, P.C. Employee Stock Ownership Plan holds $7M for 28 participants - about $233,152 per participant, above the median plan by assets.

#9,733
in Professional & Technical Services (20,321 peers)
-4.1%
assets change YoY

Bgw Architects II, P.C. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bgw Architects II, P.C. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,528,255 Top 50% higher than 50% of 127,068 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 2023

Bgw Architects II, P.C. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bgw Architects II, P.C. Employee Stock Ownership Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bgw Architects II, P.C. Employee Stock Ownership Plan reported net income fell from $751K in the plan year 2022 filing to $434K in the plan year 2023 filing.
  • Bgw Architects II, P.C. Employee Stock Ownership Plan reported participants fell from 31 in the plan year 2022 filing to 28 in the plan year 2023 filing.
  • Bgw Architects II, P.C. Employee Stock Ownership Plan end-of-year assets fell from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 463732211 · Bgw Architects II, P.C. PY 2023 · ESOP

Bgw Architects II, P.C. Employee Stock Ownership Plan · $7M · 28 · 50th

  • PHOTO $7M
  • IND 28
  • EOY 50th
  • 5500 ESOP
  • ASSETS near Boring Business Systems, Inc. Employee Stock Ownership Plan
  • PCT ind #9733

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 →

Bgw Architects II, P.C. Employee Stock Ownership Plan in the asset neighbourhood

Bgw Architects II, P.C. Employee Stock Ownership PlanBgw Architects II, P.C. Empl…$7MBoring Business Systems, Inc. Employee Stock Ownership PlanBoring Business Systems, Inc…$7MHarris Civil Engineers Employee Stock Ownership Plan and TrustHarris Civil Engineers Emplo…$7MMessinger Mortuary & Chapel, Inc. Employee Stock Ownership TrustMessinger Mortuary & Chapel,…$7MDesign Collective, Inc. Employee Stock Ownership PlanDesign Collective, Inc. Empl…$7M
End-of-year total assets ($M) among Bgw Architects II, P.C. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income$434K
Employer EIN463732211
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bgw Architects II, P.C.)

Sponsor-wide plan assets over time

All Bgw Architects II, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 7.545664492230006% vs 2022
2024 filing year
$6.2M$6.4M$6.6M$6.8M$7M 202220232024 $6.81M $6.29M ▼ -7.6%
Year Plans Participants Total Assets
2022 1 31 $7M
2023 1 28 $7M
2024 1 29 $6M

Nearby ESOP Plans in Utah

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

Bgw Architects II, P.C. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants Scatter plot of 6 data points. -2000200400600800 050100150 Total assets ($M) Participants Bgw Architects II, P.C. Employee Stock Ownership Plan, Total assets ($M): 6.528255 · Participants: 28Bgw Architects II, P.C. Employee Stock Ownership PlanWhitaker Construction Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 121.038272 · Participants: 697Whitaker Construction Co., Inc. Employee Stock Ownership PlanJacobsen Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.243432 · Participants: 531Jacobsen Construction Company, Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Employee Stock Ownership Plan, Total assets ($M): 104.049142 · Participants: 501Rocky Mountain Atv, Inc. Employee Stock Ownership PlanFj Management Inc. Employee Stock Ownership Plan, Total assets ($M): 102.977078 · Participants: 30Fj Management Inc. Employee Stock Ownership PlanCentral Milling Employee Stock Ownership Plan and Trust, Total assets ($M): 45.365384 · Participants: 111Central Milling Employee Stock Ownership Plan and Trust
Bgw Architects II, P.C. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants
Compare Bgw Architects II, P.C. Employee Stock Ownership Plan side-by-side with 3 peers →

Bgw Architects II, P.C. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Utah, the nearest ESOP by assets is Boring Business Systems, Inc. Employee Stock Ownership Plan in FL ($7M); by covered participants it is Electro-Sensors, Inc. Employee Stock Ownership Plan and Trust in MN (28 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bgw Architects II, P.C. Employee Stock Ownership Plan assets move in 2023? ▼
Bgw Architects II, P.C. Employee Stock Ownership Plan edged down modestly - down 4.1% during 2023, from $7M to $7M. Reported net income was $434K.
How have Bgw Architects II, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bgw Architects II, P.C.'s sponsor-wide assets declined 7.5%, from $7M to $6M.
Which ESOP plans are similar in size to Bgw Architects II, P.C. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Boring Business Systems, Inc. Employee Stock Ownership Plan in FL ($7M, 59 participants).
Which ESOP plans cover a similar participant headcount to Bgw Architects II, P.C. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Electro-Sensors, Inc. Employee Stock Ownership Plan and Trust in MN (28 participants, $443K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 463732211.

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.