ESOP · DOL Form 5500 · 2022

U.P. Engineers & Architects, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
53
Participants Small participant base
58th
Percentile by assets National rank
$135,842
Avg per participant Near avg balance/head
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Official DOL plan name: U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and Trust · Sponsored by U.P. Engineers & Architects, Inc. · Michigan · Professional & Technical Services

$7M in assets, 53 participants

U.P. Engineers & Architects, Inc.'s U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and Trust reported $7M in total assets and 53 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #12,121 in Professional & Technical Services (21,562 peers)

U.P. Engineers & Architects, Inc. multi-year trail

U.P. Engineers & Architects, Inc.'s plans moved +36.0% in assets from 2022 to 2024; this filing shows U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and Trust at $7M / 53 participants.

#12,121
in Professional & Technical Services (21,562 peers)
+17.6%
assets growth YoY

U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$7,199,604 Top 42% higher than 58% of 139,123 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 2022

U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and Trust is a small filing (53 participants) on this national headcount ladder.

DOL schedule card

Filing strip 381604519 · U.P. Engineers & Architects, Inc. PY 2022 · ESOP

U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and Trust · $7M · 53 · 58th

  • TYPE $7M
  • TYPE 53
  • TYPE 58th
  • TYPE ESOP
  • TYPE near Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust
  • TYPE ind #12121

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 Michigan →

U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Nortex Communications Company Stock Bonus Employee Stock Ownership PlanNortex Communications Compan…$7MU.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and TrustU.P. Engineers & Architects,…$7MBrian Tooley Racing, Inc. Employee Stock Ownership Plan and TrustBrian Tooley Racing, Inc. Em…$7MJ.M. Grimstad, Inc. Employee Stock Ownership PlanJ.M. Grimstad, Inc. Employee…$7MCole's Employee Stock Ownership Plan & Trust AgreementCole's Employee Stock Owners…$7M
End-of-year total assets ($M) among U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

U.P. Engineers & Architects, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All U.P. Engineers & Architects, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 35.99532696520531% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.2M $9.79M ▲ +36.0%
Year Plans Participants Total Assets
2022 1 53 $7M
2023 1 54 $8M
2024 1 62 $10M

U.P. Engineers & Architects, Inc. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN381604519
Plan Effective Date1994-11-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Michigan

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

U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -0.500.511.5 Total assets ($B) Participants U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.007199604 · Participants: 53U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and TrustMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.052163391 · Participants: 1155Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.725583306 · Participants: 1817The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.394784403 · Participants: 977Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.191093331 · Participants: 209Motor City Electric Co. Employee Stock Ownership PlanBandit Holding Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.181896 · Participants: 591Bandit Holding Company, Inc. Employee Stock Ownership Plan
U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Michigan, assets vs. participants
Compare U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Michigan, the nearest ESOP by assets is Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust in KY ($7M); by covered participants it is Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan in MN (53 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and Trust grew sharply - up 17.6% during 2022, from $6M to $7M. Reported net income was $1M.
How have U.P. Engineers & Architects, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), U.P. Engineers & Architects, Inc.'s sponsor-wide assets grew 36.0%, from $7M to $10M.
Which ESOP plans are similar in size to U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust in KY ($7M, 41 participants).
Which ESOP plans cover a similar participant headcount to U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan in MN (53 participants, $76M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 381604519.

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.