ESOP · DOL Form 5500 · 2023

Interwest Associates, Inc ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets: N/A
Participants Small participant base: 24th
Percentile by assets National rank

PlainRetire home → About this data RSS: change history

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 2023 DOL Form 5500 filing, ranking in the 24th 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.

#2,030 in Construction (9,030 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.

#2,030
in Construction (9,030 peers): -9.3%
assets change YoY

The plan reported a net loss of $112K 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 2023 · DOL Form 5500

$1,102,208 24th percentile higher than 24% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Interwest Construction Employee Stock Ownership Plan reported net income rose from -$145K in the plan year 2022 filing to -$112K in the plan year 2023 filing.
Interwest Construction Employee Stock Ownership Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 870330102 · Interwest Associates, Inc PY 2023 · ESOP

Interwest Construction Employee Stock Ownership Plan · $1M · N/A · 24th

BOY $1M
SCH N/A
EBSA 24th
PART ESOP
TYPE near Component Distributors, Inc. Employee Stock Ownership Plan
NET ind #2030

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 →

End-of-year total assets ($M) among Interwest Construction Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Interwest Associates, Inc multi-year asset trail

Latest sponsor-wide plan assets: $447K 63.226868755891644% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$1M
2023	1	N/A	$1M
2024	1	15	$447K

Interwest Associates, Inc filing trail (2023)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$1M
Net Income	-$112K
Employer EIN	870330102
Plan Effective Date	1978-01-01
Filing Status	FILING 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

Whitaker Construction Co., Inc. Employee Stock Ownership Plan $121M · 697
Jacobsen Construction Company, Inc. Employee Stock Ownership Plan $111M · 531
Rocky Mountain Atv, Inc. Employee Stock Ownership Plan $104M · 501
Fj Management Inc. Employee Stock Ownership Plan $103M · 30
Central Milling Employee Stock Ownership Plan and Trust $45M · 111

Compare Interwest Construction Employee Stock Ownership Plan side-by-side with 3 peers →

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 Component Distributors, Inc. Employee Stock Ownership Plan in CO at $1M (this filing: $1M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Component Distributors, Inc. Employee Stock Ownership Plan (CO) $1M · 37
Rosati's Window Co. Employee Stock Ownership Plan (OH) $1M · 66
Iti Manufacturing, Inc. Employee Stock Ownership Plan (TX) $1M · 14
Life Deck Coating Installations Employee Stock Ownership Plan (CA) $1M · 63

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 Interwest Construction Employee Stock Ownership Plan assets move in 2023? ▼

Interwest Construction Employee Stock Ownership Plan pulled back noticeably - down 9.3% during 2023, from $1M to $1M. Reported net income was -$112K.

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.

Where does Interwest Construction Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Interwest Construction Employee Stock Ownership Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

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 Component Distributors, Inc. Employee Stock Ownership Plan in CO ($1M, 37 participants).

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 870330102.