ESOP · DOL Form 5500 · 2022
Brown and Caldwell ESOP
Data updated 2026-08-11
- $58M
- Total assets
- 1,954
- Participants
- 89th
- Percentile by assets
- $29,612
- Avg per participant
Official DOL plan name: Brown and Caldwell Employee Stock Ownership Plan · Sponsored by Brown and Caldwell · Colorado · Professional & Technical Services
$58M in assets, 1,954 participants
Brown and Caldwell's Brown and Caldwell Employee Stock Ownership Plan reported $58M in total assets and 1,954 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- 89th percentile by assets (of 139,126 plans)
- #19,465 in Professional & Technical Services (21,562 peers)
Coverage in Colorado
Brown and Caldwell Employee Stock Ownership Plan covers 1,954 participants in Colorado, 5.2x the typical Colorado plan (state average ~376 per filing). Assets: $58M.
- $58M
- total plan assets (2022 EOY)
- 1,954
- covered participants
- 89th
- percentile by assets (of 139,126 plans)
- $29,612
- avg assets per participant
Participants vs Colorado filers
In Colorado, the average filing covers about 376 participants across 2,719 plans. Brown and Caldwell Employee Stock Ownership Plan reports 1,954 participants - 5.2x that state average ($58M EOY assets).
Colorado filing particulars
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $5M |
| Employer EIN | 941446346 |
| Plan Effective Date | 1962-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brown and Caldwell)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,758 | $477M |
| 2023 | 2 | 4,020 | $574M |
| 2024 | 2 | 4,389 | $665M |
Nearby ESOP Plans in Colorado
Peer ESOP plans, same state, same plan type, ranked by total assets.
Brown and Caldwell Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
- Alpine Lumber Company Employee Stock Ownership Plan $286M · 597
- Brown Strauss, Inc. Employee Stock Ownership Plan $233M · 206
- Trinidad Benham Corp. Employee Stock Ownership Plan $218M · 1,013
- Envision Management Holding, Inc. Employee Stock Ownership Plan $171M · 932
- Catamount Constructors, Inc. Employee Stock Ownership Plan $112M · 181
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Brown and Caldwell Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Brown and Caldwell Employee Stock Ownership Plan assets move in 2022? ▼
How have Brown and Caldwell plan assets changed over time? ▼
Where does Brown and Caldwell Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Brown and Caldwell Employee Stock Ownership Plan? ▼
Next read for Brown and Caldwell Employee Stock Owners…
Filing takeaways
Ways to act on Brown and Caldwell Employee Stock Ownership Plan's numbers.
- By total assets, Brown and Caldwell Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Colorado. Compare plans
- Brown and Caldwell's sponsor-wide assets have grown 39.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans