ESOP · DOL Form 5500 · 2023
Metcalf Archaeological Consultants, Inc. ESOP
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 38
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $165,354
- Avg per participant Above avg balance/head
Official DOL plan name: Amended and Restated ESOP and Trust of Metcalf Archaeological Consultants, Inc. · Sponsored by Metcalf Archaeological Consultants, Inc. · Colorado · Professional & Technical Services
$6M in assets, 38 participants
Metcalf Archaeological Consultants, Inc.'s Amended and Restated ESOP and Trust of Metcalf Archaeological Consultants, Inc. reported $6M in total assets and 38 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.
- #9,565 in Professional & Technical Services (20,321 peers)
Metcalf Archaeological Consultants, Inc. multi-year trail
Metcalf Archaeological Consultants, Inc.'s plans moved +313.1% in assets from 2022 to 2024; this filing shows Amended and Restated ESOP and Trust of Metcalf Archaeological Consultants, Inc. at $6M / 38 participants.
- #9,565
- in Professional & Technical Services (20,321 peers)
- +193.9%
- assets growth YoY
Amended and Restated ESOP and Trust of Metcalf Archaeological Consultants, Inc.'s mid-pack asset rank among Professional & Technical Services and all filers
Amended and Restated ESOP and Trust of Metcalf Archaeological Consultants, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,283,461 49th percentile higher than 49% 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
Amended and Restated ESOP and Trust of Metcalf Archaeological Consultants, Inc. among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amended and Restated ESOP and Trust of Metcalf Archaeological Consultants, Inc. is a small filing (38 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Amended and Restated ESOP and Trust of Metcalf Archaeological Consultants, Inc. reported net income rose from $255K in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Amended and Restated ESOP and Trust of Metcalf Archaeological Consultants, Inc. end-of-year assets rose from $2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Amended and Restated ESOP and Trust of Metcalf Archaeological Consultants, Inc. reported participants fell from 41 in the plan year 2022 filing to 38 in the plan year 2023 filing.
DOL schedule card
Filing strip 840818365 · Metcalf Archaeological Consultants, Inc. PY 2023 · ESOP
Amended and Restated ESOP and Trust of Metcalf Archaeological Consultants, Inc. · $6M · 38 · 49th
- TYPE $6M
- TYPE 38
- TYPE 49th
- TYPE ESOP
- TYPE near Bingaman & Son Lumber, Inc. Employee Stock Ownership Plan
- TYPE ind #9565
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 →
Amended and Restated ESOP and Trust of Metcalf Archaeological Consultants, Inc. in the asset neighbourhood
Metcalf Archaeological Consultants, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Metcalf Archaeological Consultants, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 313.05484103495326% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 41 | $2M |
| 2023 | 1 | 38 | $6M |
| 2024 | 2 | 43 | $9M |
Metcalf Archaeological Consultants, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $4M |
| Employer EIN | 840818365 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Colorado
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Alpine Lumber Company Employee Stock Ownership Plan $385M · 581
- Trinidad Benham Corp. Employee Stock Ownership Plan $266M · 776
- Envision Management Holding, Inc. Employee Stock Ownership Plan $211M · 1,075
- Brown Strauss, Inc. Employee Stock Ownership Plan $209M · 206
- Hercules Industries, Inc. Employee Stock Ownership Plan $106M · 444
Amended and Restated ESOP and Trust of Metcalf Archaeological Consultants, Inc.'s out-of-state ESOP peers by assets and headcount
Outside Colorado, the nearest ESOP by assets is Bingaman & Son Lumber, Inc. Employee Stock Ownership Plan in PA ($6M); by covered participants it is Inberg-Miller Engineers Employee Stock Ownership Plan in WY (38 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Bingaman & Son Lumber, Inc. Employee Stock Ownership Plan (PA) $6M · 204
- Bishamon Industries Corporation Employee Stock Ownership Plan (CA) $6M · 46
- Nickerson & O'day, Inc. Employee Stock Ownership Plan (ME) $6M · 33
- Inland Waterproofing Services, Inc. Employee Stock Ownership Plan & Trust (ID) $6M · 44
Similar participant headcount
Nearest other-state filings by covered participants (38 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.