ESOP · DOL Form 5500 · 2023

Ivey Engineering, Inc. ESOP

Data updated 2026-08-25

$212K
Total assets Small plan by assets
11
Participants Small participant base
11th
Percentile by assets National rank
$19,255
Avg per participant Low balance/head
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Official DOL plan name: Ivey Engineering, Inc. Employee Stock Ownership Plan · Sponsored by Ivey Engineering, Inc. · California · Professional & Technical Services

$212K in assets, 11 participants

Ivey Engineering, Inc.'s Ivey Engineering, Inc. Employee Stock Ownership Plan reported $212K in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,756 in Professional & Technical Services (20,321 peers)

Ivey Engineering, Inc. multi-year trail

Ivey Engineering, Inc.'s plans moved -26.2% in assets from 2022 to 2024; this filing shows Ivey Engineering, Inc. Employee Stock Ownership Plan at $212K / 11 participants.

#1,756
in Professional & Technical Services (20,321 peers)
-26.2%
assets change YoY

Ivey Engineering, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Ivey Engineering, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$211,802 11th percentile higher than 11% 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

Ivey Engineering, Inc. 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. Ivey Engineering, Inc. Employee Stock Ownership Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ivey Engineering, Inc. Employee Stock Ownership Plan reported net income rose from -$49K in the plan year 2022 filing to $9K in the plan year 2023 filing.
  • Ivey Engineering, Inc. Employee Stock Ownership Plan end-of-year assets fell from $287K in the plan year 2022 filing to $212K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 330860901 · Ivey Engineering, Inc. PY 2023 · ESOP

Ivey Engineering, Inc. Employee Stock Ownership Plan · $212K · 11 · 11th

  • EBSA $212K
  • EBSA 11
  • EBSA 11th
  • EBSA ESOP
  • EBSA near Credit Bureau Services, Inc. Employee Stock Ownership Plan
  • EBSA ind #1756

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 California →

Ivey Engineering, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Ivey Engineering, Inc. Employee Stock Ownership PlanIvey Engineering, Inc. Emplo…$212KCredit Bureau Services, Inc. Employee Stock Ownership PlanCredit Bureau Services, Inc.…$213KBlooming Nursery, Inc. Employee Stock Ownership PlanBlooming Nursery, Inc. Emplo…$210KThe Financial Consulate Employee Stock Ownership PlanThe Financial Consulate Empl…$210KThe Blair Milling & Elevator Company, Inc. Employee Stock Ownership Plan and TrustThe Blair Milling & Elevator…$214K
End-of-year total assets ($M) among Ivey Engineering, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Ivey Engineering, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ivey Engineering, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$212K 26.23634938604894% vs 2022
2024 filing year
$0.2M$0.25M$0.3M 202220232024 $0.29M $0.21M ▼ -27.6%
Year Plans Participants Total Assets
2022 1 11 $287K
2023 1 11 $212K
2024 1 9 $212K

Ivey Engineering, Inc. filing trail (2023)

Total Assets (Beginning of Year)$287K
Net Assets (End of Year)$126K
Net Income$9K
Employer EIN330860901
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Ivey Engineering, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Ivey Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000211802 · Participants: 11Ivey Engineering, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Ivey Engineering, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Ivey Engineering, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Ivey Engineering, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Credit Bureau Services, Inc. Employee Stock Ownership Plan in NE ($213K); by covered participants it is Canastota N/C Corporation Employee Stock Ownership Plan in NY (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Ivey Engineering, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Ivey Engineering, Inc. Employee Stock Ownership Plan declined sharply - down 26.2% during 2023, from $287K to $212K. Reported net income was $9K.
How have Ivey Engineering, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ivey Engineering, Inc.'s sponsor-wide assets declined 26.2%, from $287K to $212K.
Where does Ivey Engineering, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ivey Engineering, Inc. Employee Stock Ownership Plan ranks in the 11th 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 Ivey Engineering, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Credit Bureau Services, Inc. Employee Stock Ownership Plan in NE ($213K, 18 participants).
Which ESOP plans cover a similar participant headcount to Ivey Engineering, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Canastota N/C Corporation Employee Stock Ownership Plan in NY (11 participants, $4M 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 330860901.

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.