ESOP · DOL Form 5500 · 2023

Mid-State Consultants ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
158
Participants Small participant base
63rd
Percentile by assets National rank
$78,969
Avg per participant Below avg balance/head
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Official DOL plan name: Mid-State Consultants, Inc. Employee Stock Ownership Plan · Sponsored by Mid-State Consultants · Utah · Professional & Technical Services

$12M in assets, 158 participants

Mid-State Consultants's Mid-State Consultants, Inc. Employee Stock Ownership Plan reported $12M in total assets and 158 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,695 in Professional & Technical Services (20,321 peers)

Coverage in Utah

Mid-State Consultants, Inc. Employee Stock Ownership Plan covers 158 participants in Utah, about 27% of the average Utah filer (state average ~592 per filing). Assets: $12M.

#12,695
in Professional & Technical Services (20,321 peers)
+6.1%
assets growth YoY

Mid-State Consultants, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Mid-State Consultants, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$12,477,146 Top 37% higher than 63% 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

Mid-State Consultants, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mid-State Consultants, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mid-State Consultants, Inc. Employee Stock Ownership Plan reported net income rose from -$25M in the plan year 2022 filing to $716K in the plan year 2023 filing.
  • Mid-State Consultants, Inc. Employee Stock Ownership Plan end-of-year assets rose from $12M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Mid-State Consultants, Inc. Employee Stock Ownership Plan reported participants rose from 155 in the plan year 2022 filing to 158 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 870278655 · Mid-State Consultants PY 2023 · ESOP

Mid-State Consultants, Inc. Employee Stock Ownership Plan · $12M · 158 · 63rd

  • EIN $12M
  • EIN 158
  • EIN 63rd
  • EIN ESOP
  • EIN near Red River Refrigeration, Inc. Employee Stock Ownership Plan
  • EIN ind #12695

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 Utah →

Mid-State Consultants, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Bank of South Carolina Employee Stock Ownership Plan and TrustThe Bank of South Carolina E…$12MMid-State Consultants, Inc. Employee Stock Ownership PlanMid-State Consultants, Inc. …$12MRed River Refrigeration, Inc. Employee Stock Ownership PlanRed River Refrigeration, Inc…$12MNorth American Video Corporation Employee Stock Ownership PlanNorth American Video Corpora…$12MCascade Energy, Inc. Employee Stock Ownership PlanCascade Energy, Inc. Employe…$12M
End-of-year total assets ($M) among Mid-State Consultants, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income$716K
Employer EIN870278655
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mid-State Consultants)

Sponsor-wide plan assets over time

All Mid-State Consultants plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M 202220232024 $11.8M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 155 $12M
2023 1 158 $12M
2024 1 155 N/A

Nearby ESOP Plans in Utah

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

Mid-State Consultants, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants Scatter plot of 6 data points. -2000200400600800 050100150 Total assets ($M) Participants Mid-State Consultants, Inc. Employee Stock Ownership Plan, Total assets ($M): 12.477146 · Participants: 158Mid-State Consultants, Inc. Employee Stock Ownership PlanWhitaker Construction Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 121.038272 · Participants: 697Whitaker Construction Co., Inc. Employee Stock Ownership PlanJacobsen Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.243432 · Participants: 531Jacobsen Construction Company, Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Employee Stock Ownership Plan, Total assets ($M): 104.049142 · Participants: 501Rocky Mountain Atv, Inc. Employee Stock Ownership PlanFj Management Inc. Employee Stock Ownership Plan, Total assets ($M): 102.977078 · Participants: 30Fj Management Inc. Employee Stock Ownership PlanCentral Milling Employee Stock Ownership Plan and Trust, Total assets ($M): 45.365384 · Participants: 111Central Milling Employee Stock Ownership Plan and Trust
Mid-State Consultants, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants
Compare Mid-State Consultants, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Mid-State Consultants, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Utah, the nearest ESOP by assets is Red River Refrigeration, Inc. Employee Stock Ownership Plan in ND ($12M); by covered participants it is Long Haul Trucking, Inc. Employee Stock Ownership Plan and Trust in MN (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Mid-State Consultants, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Mid-State Consultants, Inc. Employee Stock Ownership Plan grew at a solid clip - up 6.1% during 2023, from $12M to $12M. Reported net income was $716K.
Which ESOP plans are similar in size to Mid-State Consultants, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Red River Refrigeration, Inc. Employee Stock Ownership Plan in ND ($12M, 50 participants).
Which ESOP plans cover a similar participant headcount to Mid-State Consultants, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Long Haul Trucking, Inc. Employee Stock Ownership Plan and Trust in MN (158 participants, $55M 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 870278655.

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.