ESOP · DOL Form 5500 · 2023

Louis a. Roser Company ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
29
Participants Small participant base
46th
Percentile by assets National rank
$184,888
Avg per participant Above avg balance/head
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Official DOL plan name: Louis a. Roser Company Employee Stock Ownership Plan · Sponsored by Louis a. Roser Company · Utah · Construction

$5M in assets, 29 participants

Louis a. Roser Company's Louis a. Roser Company Employee Stock Ownership Plan reported $5M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #3,965 in Construction (9,030 peers)

Louis a. Roser Company multi-year trail

Louis a. Roser Company's plans moved +50.7% in assets from 2022 to 2024; this filing shows Louis a. Roser Company Employee Stock Ownership Plan at $5M / 29 participants.

#3,965
in Construction (9,030 peers)
+20.5%
assets growth YoY

Louis a. Roser Company Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Louis a. Roser Company Employee Stock Ownership Plan vs every filed plan by assets

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

$5,361,746 46th percentile higher than 46% 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

Louis a. Roser Company 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. Louis a. Roser Company Employee Stock Ownership Plan is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Louis a. Roser Company Employee Stock Ownership Plan reported net income rose from -$354K in the plan year 2022 filing to $913K in the plan year 2023 filing.
  • Louis a. Roser Company Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Louis a. Roser Company Employee Stock Ownership Plan reported participants fell from 31 in the plan year 2022 filing to 29 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 870203638 · Louis a. Roser Company PY 2023 · ESOP

Louis a. Roser Company Employee Stock Ownership Plan · $5M · 29 · 46th

  • EIN $5M
  • EIN 29
  • EIN 46th
  • EIN ESOP
  • EIN near Lite Star ESOP
  • EIN ind #3965

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 →

Louis a. Roser Company Employee Stock Ownership Plan in the asset neighbourhood

Louis a. Roser Company Employee Stock Ownership PlanLouis a. Roser Company Emplo…$5MLite Star ESOP$5MEcm Holding Group, Inc. Employee Stock Ownership PlanEcm Holding Group, Inc. Empl…$5MIcc Holdings, Inc. Employee Stock Ownership PlanIcc Holdings, Inc. Employee …$5MMidwest Natural Gas Corporation Employee Stock Ownership PlanMidwest Natural Gas Corporat…$5M
End-of-year total assets ($M) among Louis a. Roser Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Louis a. Roser Company multi-year asset trail

Sponsor-wide plan assets over time

All Louis a. Roser Company plans reported in each filing year

Latest sponsor-wide plan assets
$7M 50.68143642486055% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.45M $6.7M ▲ +50.6%
Year Plans Participants Total Assets
2022 1 31 $4M
2023 1 29 $5M
2024 1 36 $7M

Louis a. Roser Company filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$913K
Employer EIN870203638
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.

Louis a. Roser Company Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants Scatter plot of 6 data points. -2000200400600800 -50050100150 Total assets ($M) Participants Louis a. Roser Company Employee Stock Ownership Plan, Total assets ($M): 5.361746 · Participants: 29Louis a. Roser Company 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
Louis a. Roser Company Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants
Compare Louis a. Roser Company Employee Stock Ownership Plan side-by-side with 3 peers →

Louis a. Roser Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Utah, the nearest ESOP by assets is Lite Star ESOP in CA ($5M); by covered participants it is Rsr Partners Inc ESOP in CT (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Louis a. Roser Company Employee Stock Ownership Plan assets move in 2023? ▼
Louis a. Roser Company Employee Stock Ownership Plan grew sharply - up 20.5% during 2023, from $4M to $5M. Reported net income was $913K.
How have Louis a. Roser Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Louis a. Roser Company's sponsor-wide assets grew 50.7%, from $4M to $7M.
Which ESOP plans are similar in size to Louis a. Roser Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lite Star ESOP in CA ($5M, 96 participants).
Which ESOP plans cover a similar participant headcount to Louis a. Roser Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Rsr Partners Inc ESOP in CT (29 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 870203638.

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.