ESOP · DOL Form 5500 · 2023
Valdez Construction, Inc. ESOP
Data updated 2026-08-25
- $481K
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $30,086
- Avg per participant Low balance/head
Official DOL plan name: Valdez Construction, Inc. Employee Stock Ownership Plan · Sponsored by Valdez Construction, Inc. · Washington · Construction
$481K in assets, 16 participants
Valdez Construction, Inc.'s Valdez Construction, Inc. Employee Stock Ownership Plan reported $481K in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.
- #1,448 in Construction (9,030 peers)
Valdez Construction, Inc. multi-year trail
Valdez Construction, Inc.'s plans moved -62.0% in assets from 2022 to 2024; this filing shows Valdez Construction, Inc. Employee Stock Ownership Plan at $481K / 16 participants.
- #1,448
- in Construction (9,030 peers)
- -62.0%
- assets change YoY
The plan reported a net loss of $785K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Valdez Construction, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Valdez Construction, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$481,368 18th percentile higher than 18% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Valdez Construction, 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. Valdez Construction, Inc. Employee Stock Ownership Plan is a small filing (16 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Valdez Construction, Inc. Employee Stock Ownership Plan reported net income fell from -$456K in the plan year 2022 filing to -$785K in the plan year 2023 filing.
- Valdez Construction, Inc. Employee Stock Ownership Plan end-of-year assets fell from $1M in the plan year 2022 filing to $481K in the plan year 2023 filing.
- Valdez Construction, Inc. Employee Stock Ownership Plan reported participants fell from 25 in the plan year 2022 filing to 16 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 900134111 · Valdez Construction, Inc. PY 2023 · ESOP
Valdez Construction, Inc. Employee Stock Ownership Plan · $481K · 16 · 18th
- EIN $481K
- EIN 16
- EIN 18th
- EIN ESOP
- EIN near International Capital Holding Group, Inc. Employee Stock Ownership Plan
- EIN ind #1448
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 Washington →
Valdez Construction, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Valdez Construction, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Valdez Construction, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $481K 61.99617244221556% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25 | $1M |
| 2023 | 1 | 16 | $481K |
| 2024 | 1 | 12 | $481K |
Valdez Construction, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | -$337K |
| Net Income | -$785K |
| Employer EIN | 900134111 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Washington
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan $3.0B · 3,694
- Triple B Corporation Employee Stock Ownership Plan $278M · 1,123
- Manson Construction Co. Non-Craft Employee Stock Ownership Plan $183M · 310
- Parametrix, Inc. Employee Stock Ownership Plan $140M · 570
- The Plexsys Interface Products, Inc. Employee Stock Ownership Plan $114M · 183
Valdez Construction, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Washington, the nearest ESOP by assets is International Capital Holding Group, Inc. Employee Stock Ownership Plan in NC ($482K); by covered participants it is Tgc Consolidated Employee Stock Ownership Plan in AZ (16 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($481K here).
- International Capital Holding Group, Inc. Employee Stock Ownership Plan (NC) $482K · 13
- New Mexico First Financial, Inc. Employee Stock Ownership Plan (NM) $482K · 50
- Martenson & Eisele, Inc. Employee Stock Ownership Plan (WI) $478K · 24
- Vacation Rentals, Inc. Employee Stock Ownership Plan (AR) $486K · 17
Similar participant headcount
Nearest other-state filings by covered participants (16 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.