ESOP · DOL Form 5500 · 2023

Lundquist Associates, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
24
Participants Small participant base
48th
Percentile by assets National rank
$251,584
Avg per participant Above avg balance/head
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Official DOL plan name: Lundquist Employee Stock Ownership Plan · Sponsored by Lundquist Associates, Inc. · Colorado · Construction

$6M in assets, 24 participants

Lundquist Associates, Inc.'s Lundquist Employee Stock Ownership Plan reported $6M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #4,178 in Construction (9,030 peers)

What the 2023 filing shows

Lundquist Employee Stock Ownership Plan holds $6M for 24 participants - about $251,584 per participant, in the lower half of filed plans by assets.

#4,178
in Construction (9,030 peers)
+0.9%
assets growth YoY

Lundquist Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Lundquist Employee Stock Ownership Plan vs every filed plan by assets

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

$6,038,016 48th percentile higher than 48% 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

Lundquist 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. Lundquist Employee Stock Ownership Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lundquist Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to $158K in the plan year 2023 filing.
  • Lundquist Employee Stock Ownership Plan reported participants fell from 29 in the plan year 2022 filing to 24 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 840731021 · Lundquist Associates, Inc. PY 2023 · ESOP

Lundquist Employee Stock Ownership Plan · $6M · 24 · 48th

  • TYPE $6M
  • NET 24
  • BOOK 48th
  • VS-ST ESOP
  • BOY near Klh Marketing, Inc. Employee Stock Ownership Plan and Trust
  • SCH ind #4178

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 Colorado →

Lundquist Employee Stock Ownership Plan in the asset neighbourhood

Lundquist Employee Stock Ownership PlanLundquist Employee Stock Own…$6MRock West Employee Stock Ownership PlanRock West Employee Stock Own…$6MKlh Marketing, Inc. Employee Stock Ownership Plan and TrustKlh Marketing, Inc. Employee…$6MAirport Specialty Products, Inc. ESOPAirport Specialty Products, …$6MThe Cool Hardware Company, Inc. Employee Stock Ownership Plan and TrustThe Cool Hardware Company, I…$6M
End-of-year total assets ($M) among Lundquist Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income$158K
Employer EIN840731021
Plan Effective Date1998-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lundquist Associates, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$6M 4.530757964268676% vs 2022
2024 filing year
$5.9M$6M$6.1M$6.2M$6.3M 202220232024 $5.98M $6.26M ▲ +4.7%
Year Plans Participants Total Assets
2022 1 29 $6M
2023 1 24 $6M
2024 1 27 $6M

Nearby ESOP Plans in Colorado

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

Lundquist Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -1000100200300400500 Total assets ($M) Participants Lundquist Employee Stock Ownership Plan, Total assets ($M): 6.038016 · Participants: 24Lundquist Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 385.149702 · Participants: 581Alpine Lumber Company Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 266.310908 · Participants: 776Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 211.311494 · Participants: 1075Envision Management Holding, Inc. Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 209.447754 · Participants: 206Brown Strauss, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 106.310439 · Participants: 444Hercules Industries, Inc. Employee Stock Ownership Plan
Lundquist Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Lundquist Employee Stock Ownership Plan side-by-side with 3 peers →

Lundquist Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is Klh Marketing, Inc. Employee Stock Ownership Plan and Trust in CA ($6M); by covered participants it is Valador, Inc. Employee Stock Bonus Plan in WV (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.

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 Lundquist Employee Stock Ownership Plan assets move in 2023? ▼
Lundquist Employee Stock Ownership Plan held essentially flat - up 0.9% during 2023, from $6M to $6M. Reported net income was $158K.
How have Lundquist Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lundquist Associates, Inc.'s sponsor-wide assets grew 4.5%, from $6M to $6M.
Which ESOP plans are similar in size to Lundquist Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Klh Marketing, Inc. Employee Stock Ownership Plan and Trust in CA ($6M, 24 participants).
Which ESOP plans cover a similar participant headcount to Lundquist Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Valador, Inc. Employee Stock Bonus Plan in WV (24 participants, N/A 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 840731021.

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.