ESOP · DOL Form 5500 · 2023

Engineering Economics, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
59
Participants Small participant base
53rd
Percentile by assets National rank
$131,215
Avg per participant Near avg balance/head
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Official DOL plan name: Eei Employee Stock Ownership Plan · Sponsored by Engineering Economics, Inc. · Colorado · Professional & Technical Services

$8M in assets, 59 participants

Engineering Economics, Inc.'s Eei Employee Stock Ownership Plan reported $8M in total assets and 59 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,468 in Professional & Technical Services (20,321 peers)

Engineering Economics, Inc. multi-year trail

Engineering Economics, Inc.'s plans moved +41.5% in assets from 2022 to 2024; this filing shows Eei Employee Stock Ownership Plan at $8M / 59 participants.

#10,468
in Professional & Technical Services (20,321 peers)
-9.7%
assets change YoY

The plan reported a net loss of $18K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Eei Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Eei Employee Stock Ownership Plan vs every filed plan by assets

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

$7,741,662 Top 47% higher than 53% 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

Eei 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. Eei Employee Stock Ownership Plan is a small filing (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Eei Employee Stock Ownership Plan reported net income fell from $21K in the plan year 2022 filing to -$18K in the plan year 2023 filing.
  • Eei Employee Stock Ownership Plan end-of-year assets fell from $9M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Eei Employee Stock Ownership Plan reported participants rose from 57 in the plan year 2022 filing to 59 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 840942005 · Engineering Economics, Inc. PY 2023 · ESOP

Eei Employee Stock Ownership Plan · $8M · 59 · 53rd

  • TYPE $8M
  • NET 59
  • BOOK 53rd
  • VS-ST ESOP
  • BOY near Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust
  • SCH ind #10468

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 →

Eei Employee Stock Ownership Plan in the asset neighbourhood

Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and TrustNelson Lumber & Home, Inc. R…$8MMgc Roofing & Construction, Inc. Employee Stock Ownership PlanMgc Roofing & Construction, …$8MEei Employee Stock Ownership PlanEei Employee Stock Ownership…$8MFirst Fence of Georgia, Inc. Employee Stock Ownership PlanFirst Fence of Georgia, Inc.…$8MPennsylvania Tool Sales & Services Employee Stock Ownership PlanPennsylvania Tool Sales & Se…$8M
End-of-year total assets ($M) among Eei Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Engineering Economics, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$34M 41.45051736707499% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.3M $34.4M ▲ +41.5%
Year Plans Participants Total Assets
2022 2 131 $24M
2023 2 128 $25M
2024 2 133 $34M

Engineering Economics, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$3M
Net Income-$18K
Employer EIN840942005
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Colorado

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

Eei Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. 050010001500 -1000100200300400500 Total assets ($M) Participants Eei Employee Stock Ownership Plan, Total assets ($M): 7.741662 · Participants: 59Eei 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
Eei Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Eei Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest ESOP by assets is Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust in WI ($8M); by covered participants it is Generations Bank Employee Stock Ownership Plan in NY (59 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (59 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 Eei Employee Stock Ownership Plan assets move in 2023? ▼
Eei Employee Stock Ownership Plan pulled back noticeably - down 9.7% during 2023, from $9M to $8M. Reported net income was -$18K.
How have Engineering Economics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Engineering Economics, Inc.'s sponsor-wide assets grew 41.5%, from $24M to $34M.
Which ESOP plans are similar in size to Eei Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust in WI ($8M, 26 participants).
Which ESOP plans cover a similar participant headcount to Eei Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Generations Bank Employee Stock Ownership Plan in NY (59 participants, $1M 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 840942005.

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.