ESOP · DOL Form 5500 · 2023

Aspen Electronics Manufacturing, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
23
Participants Small participant base
41st
Percentile by assets National rank
$177,596
Avg per participant Above avg balance/head
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Official DOL plan name: Aspen Electronics Manufacturing, Inc. Employee Stock Ownership Plan · Sponsored by Aspen Electronics Manufacturing, Inc. · Colorado · Manufacturing

$4M in assets, 23 participants

Aspen Electronics Manufacturing, Inc.'s Aspen Electronics Manufacturing, Inc. Employee Stock Ownership Plan reported $4M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,452 in Manufacturing (18,722 peers)

Aspen Electronics Manufacturing, Inc. multi-year trail

Aspen Electronics Manufacturing, Inc.'s plans moved -54.4% in assets from 2022 to 2024; this filing shows Aspen Electronics Manufacturing, Inc. Employee Stock Ownership Plan at $4M / 23 participants.

#4,452
in Manufacturing (18,722 peers)
-19.0%
assets change YoY

The plan reported a net loss of $716K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aspen Electronics Manufacturing, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Aspen Electronics Manufacturing, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,084,698 41st percentile higher than 41% 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

Aspen Electronics Manufacturing, 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. Aspen Electronics Manufacturing, Inc. Employee Stock Ownership Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aspen Electronics Manufacturing, Inc. Employee Stock Ownership Plan reported net income fell from $515K in the plan year 2022 filing to -$716K in the plan year 2023 filing.
  • Aspen Electronics Manufacturing, Inc. Employee Stock Ownership Plan end-of-year assets fell from $5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Aspen Electronics Manufacturing, Inc. Employee Stock Ownership Plan reported participants fell from 25 in the plan year 2022 filing to 23 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 841261423 · Aspen Electronics Manufacturing, Inc. PY 2023 · ESOP

Aspen Electronics Manufacturing, Inc. Employee Stock Ownership Plan · $4M · 23 · 41st

  • BOY $4M
  • SCH 23
  • EBSA 41st
  • PART ESOP
  • TYPE near Nles Holding, Corp. Employee Stock Ownership Plan
  • NET ind #4452

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 →

Aspen Electronics Manufacturing, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Nles Holding, Corp. Employee Stock Ownership PlanNles Holding, Corp. Employee…$4MDennis Allen Associates Employee Stock Ownership PlanDennis Allen Associates Empl…$4MAspen Electronics Manufacturing, Inc. Employee Stock Ownership PlanAspen Electronics Manufactur…$4MLesco, Inc. Employee Stock Ownership PlanLesco, Inc. Employee Stock O…$4MRancho West Landscape, Inc. Employee Stock Ownership PlanRancho West Landscape, Inc. …$4M
End-of-year total assets ($M) among Aspen Electronics Manufacturing, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Aspen Electronics Manufacturing, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Aspen Electronics Manufacturing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 54.4326641548101% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $5.04M $2.3M ▼ -54.4%
Year Plans Participants Total Assets
2022 1 25 $5M
2023 1 23 $4M
2024 1 21 $2M

Aspen Electronics Manufacturing, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$1M
Net Income-$716K
Employer EIN841261423
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Colorado

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

Aspen Electronics Manufacturing, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -1000100200300400500 Total assets ($M) Participants Aspen Electronics Manufacturing, Inc. Employee Stock Ownership Plan, Total assets ($M): 4.084698 · Participants: 23Aspen Electronics Manufacturing, Inc. 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
Aspen Electronics Manufacturing, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Aspen Electronics Manufacturing, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Aspen Electronics Manufacturing, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is Nles Holding, Corp. Employee Stock Ownership Plan in WI ($4M); by covered participants it is Soundearth Strategies, Inc. Employee Stock Ownership Plan in WA (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Aspen Electronics Manufacturing, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Aspen Electronics Manufacturing, Inc. Employee Stock Ownership Plan declined sharply - down 19.0% during 2023, from $5M to $4M. Reported net income was -$716K.
How have Aspen Electronics Manufacturing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aspen Electronics Manufacturing, Inc.'s sponsor-wide assets declined 54.4%, from $5M to $2M.
Which ESOP plans are similar in size to Aspen Electronics Manufacturing, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Nles Holding, Corp. Employee Stock Ownership Plan in WI ($4M, 25 participants).
Which ESOP plans cover a similar participant headcount to Aspen Electronics Manufacturing, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Soundearth Strategies, Inc. Employee Stock Ownership Plan in WA (23 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 841261423.

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.