ESOP · DOL Form 5500 · 2023

Carlson West Povondra Architects, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
18
Participants Small participant base
30th
Percentile by assets National rank
$106,052
Avg per participant Below avg balance/head
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Official DOL plan name: Carlson West Povondra Architects, Inc. Employee Stock Ownership Plan · Sponsored by Carlson West Povondra Architects, Inc. · Nebraska · Professional & Technical Services

$2M in assets, 18 participants

Carlson West Povondra Architects, Inc.'s Carlson West Povondra Architects, Inc. Employee Stock Ownership Plan reported $2M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,222 in Professional & Technical Services (20,321 peers)

2023 asset change

Carlson West Povondra Architects, Inc. Employee Stock Ownership Plan grew at a solid clip 14.5% in 2023 ($2M → $2M) for 18 participants.

#5,222
in Professional & Technical Services (20,321 peers)
+14.5%
assets growth YoY

Carlson West Povondra Architects, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Carlson West Povondra Architects, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,908,944 30th percentile higher than 30% 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

Carlson West Povondra Architects, 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. Carlson West Povondra Architects, Inc. Employee Stock Ownership Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carlson West Povondra Architects, Inc. Employee Stock Ownership Plan reported net income rose from $149K in the plan year 2022 filing to $242K in the plan year 2023 filing.
  • Carlson West Povondra Architects, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Carlson West Povondra Architects, Inc. Employee Stock Ownership Plan reported participants fell from 19 in the plan year 2022 filing to 18 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 470708410 · Carlson West Povondra Architects, Inc. PY 2023 · ESOP

Carlson West Povondra Architects, Inc. Employee Stock Ownership Plan · $2M · 18 · 30th

  • TYPE $2M
  • NET 18
  • BOOK 30th
  • VS-ST ESOP
  • BOY near American Fabrication, Inc. Employee Stock Ownership Plan
  • SCH ind #5222

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 Nebraska →

Carlson West Povondra Architects, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Carlson West Povondra Architects, Inc. Employee Stock Ownership PlanCarlson West Povondra Archit…$2MAmerican Fabrication, Inc. Employee Stock Ownership PlanAmerican Fabrication, Inc. E…$2MBuss Electric, Inc. Employee Stock Ownership PlanBuss Electric, Inc. Employee…$2MIndustrial Ceramic Products Employee Stock Ownership PlanIndustrial Ceramic Products …$2MS.J. Morse Company Employee Stock Ownership PlanS.J. Morse Company Employee …$2M
End-of-year total assets ($M) among Carlson West Povondra Architects, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Carlson West Povondra Architects, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Carlson West Povondra Architects, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 1.9435626462066808% vs 2022
2024 filing year
$1.6M$1.7M$1.8M$1.9M$2M 202220232024 $1.67M $1.63M ▼ -2.4%
Year Plans Participants Total Assets
2022 1 19 $2M
2023 1 18 $2M
2024 1 20 $2M

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$242K
Employer EIN470708410
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Nebraska

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

Carlson West Povondra Architects, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -500050010001500 -1000100200300400500 Total assets ($M) Participants Carlson West Povondra Architects, Inc. Employee Stock Ownership Plan, Total assets ($M): 1.908944 · Participants: 18Carlson West Povondra Architects, Inc. Employee Stock Ownership PlanMead Lumber Company Employee Stock Ownership Plan and Trust, Total assets ($M): 392.139506 · Participants: 1316Mead Lumber Company Employee Stock Ownership Plan and TrustTaylor & Martin Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 217.903912 · Participants: 65Taylor & Martin Enterprises, Inc. Employee Stock Ownership PlanCommonwealth Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 147.784876 · Participants: 214Commonwealth Holdings, Inc. Employee Stock Ownership PlanBuilders Supply Co. , Inc. Employee Stock Ownership Plan, Total assets ($M): 118.345407 · Participants: 242Builders Supply Co. , Inc. Employee Stock Ownership PlanMajors Plastics, Inc. Employee Stock Ownership Plan, Total assets ($M): 95.323024 · Participants: 386Majors Plastics, Inc. Employee Stock Ownership Plan
Carlson West Povondra Architects, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants
Compare Carlson West Povondra Architects, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Carlson West Povondra Architects, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Nebraska, the nearest ESOP by assets is American Fabrication, Inc. Employee Stock Ownership Plan in ID ($2M); by covered participants it is Endpoint Solutions Corp. Employee Stock Ownership Plan in WI (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Carlson West Povondra Architects, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Carlson West Povondra Architects, Inc. Employee Stock Ownership Plan grew at a solid clip - up 14.5% during 2023, from $2M to $2M. Reported net income was $242K.
How have Carlson West Povondra Architects, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlson West Povondra Architects, Inc.'s sponsor-wide assets declined 1.9%, from $2M to $2M.
Which ESOP plans are similar in size to Carlson West Povondra Architects, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is American Fabrication, Inc. Employee Stock Ownership Plan in ID ($2M, 42 participants).
Which ESOP plans cover a similar participant headcount to Carlson West Povondra Architects, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Endpoint Solutions Corp. Employee Stock Ownership Plan in WI (18 participants, $1M 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 470708410.

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.