ESOP · DOL Form 5500 · 2023

Mid-State Consultants ESOP

Data updated 2026-08-11

$12M
Total assets
158
Participants
63rd
Percentile by assets
$78,969
Avg per participant
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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.

  • 63rd percentile by assets (of 127,072 plans)
  • #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.

$12M
total plan assets (2023 EOY)
158
covered participants
63rd
percentile by assets (of 127,072 plans)
$78,969
avg assets per participant

Where Mid-State Consultants, Inc. Employee Stock Ownership Plan sits by total assets

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 $2,010,000,000 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

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 →

State
Utah
Industry
Professional & Technical Services

Participants vs Utah filers

In Utah, the average filing covers about 592 participants across 1,280 plans. Mid-State Consultants, Inc. Employee Stock Ownership Plan reports 158 participants - about 27% of that state average ($12M EOY assets).

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)

$-5M$0M$5M$10M$15M 202220232024 $11.8M $0M ▼ -100.0%
Total plan assets by year, all Mid-State Consultants plans on file
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 ($M) Participants Mid-State Consultant…, Total assets ($M): 12.477146 · Participants: 158Mid-State Consultant…Whitaker Constructio…, Total assets ($M): 121.038272 · Participants: 697Whitaker Constructio…Jacobsen Constructio…, Total assets ($M): 111.243432 · Participants: 531Jacobsen Constructio…Rocky Mountain Atv, …, Total assets ($M): 104.049142 · Participants: 501Rocky Mountain Atv, …Fj Management Inc. E…, Total assets ($M): 102.977078 · Participants: 30Fj Management Inc. E…Central Milling Empl…, Total assets ($M): 45.365384 · Participants: 111Central Milling Empl…
Mid-State Consultants, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants
Compare Mid-State Consultants, Inc. Employee Sto… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Mid-State Consultants, Inc. Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Mid-State Consultants, Inc. Employee Sto…

Filing takeaways

Ways to act on Mid-State Consultants, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Mid-State Consultants, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Utah. Compare plans

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.