ESOP · DOL Form 5500 · 2022

Gerald H Phipps, Inc. ESOP

Data updated 2026-08-25

$48M
Total assets Below avg plan size
208
Participants Below avg headcount
88th
Percentile by assets National rank
$232,330
Avg per participant Above avg balance/head
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Official DOL plan name: Gerald H. Phipps, Inc. Employees' Stock Ownership Plan · Sponsored by Gerald H Phipps, Inc. · Colorado · Construction

$48M in assets, 208 participants

Gerald H Phipps, Inc.'s Gerald H. Phipps, Inc. Employees' Stock Ownership Plan reported $48M in total assets and 208 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #8,545 in Construction (9,927 peers)

Where Gerald H. Phipps, Inc. Employees' Stock Ownership Plan sits by assets

Gerald H. Phipps, Inc. Employees' Stock Ownership Plan sits in the top quartile of all filed plans by assets, $48M for 208 participants (~$232,330/participant), up 8.6% in 2022.

#8,545
in Construction (9,927 peers)
+8.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Gerald H. Phipps, Inc. Employees' Stock Ownership Plan's outsized position by total assets

Gerald H. Phipps, Inc. Employees' Stock Ownership Plan vs every filed plan by assets

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

$48,324,690 Top 12% higher than 88% 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

Gerald H. Phipps, Inc. Employees' Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gerald H. Phipps, Inc. Employees' Stock Ownership Plan sits mid-pack in the medium band (208 participants).

EBSA filing schedule strip

Filing strip 840423359 · Gerald H Phipps, Inc. PY 2022 · ESOP

Gerald H. Phipps, Inc. Employees' Stock Ownership Plan · $48M · 208 · 88th

  • 5500 $48M
  • ASSETS 208
  • PCT 88th
  • EIN ESOP
  • RANK near Godshall's Quality Meats Employee Stock Ownership Plan
  • PHOTO ind #8545

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 →

Gerald H. Phipps, Inc. Employees' Stock Ownership Plan in the asset neighbourhood

Rcss Holdings, Inc. Employee Stock Ownership PlanRcss Holdings, Inc. Employee…$48MDas Employee Stock Ownership PlanDas Employee Stock Ownership…$48MGodshall's Quality Meats Employee Stock Ownership PlanGodshall's Quality Meats Emp…$48MGerald H. Phipps, Inc. Employees' Stock Ownership PlanGerald H. Phipps, Inc. Emplo…$48MBiozyme Incorporated Employee Stock Ownership PlanBiozyme Incorporated Employe…$48M
End-of-year total assets ($M) among Gerald H. Phipps, Inc. Employees' Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$47M
Net Income$4M
Employer EIN840423359
Plan Effective Date1965-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gerald H Phipps, Inc.)

Sponsor-wide plan assets over time

All Gerald H Phipps, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$78M 23.38228808089116% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $62.9M $77.6M ▲ +23.4%
Year Plans Participants Total Assets
2022 2 401 $63M
2023 2 431 $72M
2024 2 448 $78M

Nearby ESOP Plans in Colorado

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

Gerald H. Phipps, Inc. Employees' Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. 020040060080010001200 0100200300 Total assets ($M) Participants Gerald H. Phipps, Inc. Employees' Stock Ownership Plan, Total assets ($M): 48.32469 · Participants: 208Gerald H. Phipps, Inc. Employees' Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 285.815279 · Participants: 597Alpine Lumber Company Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 232.984751 · Participants: 206Brown Strauss, Inc. Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 217.557758 · Participants: 1013Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 170.68 · Participants: 932Envision Management Holding, Inc. Employee Stock Ownership PlanCatamount Constructors, Inc. Employee Stock Ownership Plan, Total assets ($M): 112.205631 · Participants: 181Catamount Constructors, Inc. Employee Stock Ownership Plan
Gerald H. Phipps, Inc. Employees' Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Gerald H. Phipps, Inc. Employees' Stock Ownership Plan side-by-side with 3 peers →

Gerald H. Phipps, Inc. Employees' Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is Godshall's Quality Meats Employee Stock Ownership Plan in ($48M); by covered participants it is Chesapeake Financial Shares, Inc. Employee Stock Ownership Plan in VA (208 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (208 participants); asset peers above are excluded.

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 Gerald H. Phipps, Inc. Employees' Stock Ownership Plan assets move in 2022? ▼
Gerald H. Phipps, Inc. Employees' Stock Ownership Plan grew at a solid clip - up 8.6% during 2022, from $44M to $48M. Reported net income was $4M.
How have Gerald H Phipps, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gerald H Phipps, Inc.'s sponsor-wide assets grew 23.4%, from $63M to $78M.
Where does Gerald H. Phipps, Inc. Employees' Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Gerald H. Phipps, Inc. Employees' Stock Ownership Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Gerald H. Phipps, Inc. Employees' Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Godshall's Quality Meats Employee Stock Ownership Plan in ($48M, 275 participants).
Which ESOP plans cover a similar participant headcount to Gerald H. Phipps, Inc. Employees' Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Chesapeake Financial Shares, Inc. Employee Stock Ownership Plan in VA (208 participants, $9M 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 840423359.

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.