ESOP · DOL Form 5500 · 2023

Architectural Nexus, Inc. ESOP

Data updated 2026-08-11

$21M
Total assets
107
Participants
73rd
Percentile by assets
$195,547
Avg per participant
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Official DOL plan name: Architectural Nexus, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Architectural Nexus, Inc. · Utah · Professional & Technical Services

$21M in assets, 107 participants

Architectural Nexus, Inc.'s Architectural Nexus, Inc. Employee Stock Ownership Plan and Trust reported $21M in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • 73rd percentile by assets (of 127,072 plans)
  • #14,918 in Professional & Technical Services (20,321 peers)

Coverage in Utah

Architectural Nexus, Inc. Employee Stock Ownership Plan and Trust covers 107 participants in Utah, about 18% of the average Utah filer (state average ~592 per filing). Assets: $21M.

$21M
total plan assets (2023 EOY)
107
covered participants
73rd
percentile by assets (of 127,072 plans)
$195,547
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Architectural Nexus, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $16M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Architectural Nexus, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Architectural Nexus, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 100 in the plan year 2022 filing to 107 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs Utah filers

In Utah, the average filing covers about 592 participants across 1,280 plans. Architectural Nexus, Inc. Employee Stock Ownership Plan and Trust reports 107 participants - about 18% of that state average ($21M EOY assets).

Utah filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN870537015
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Architectural Nexus, Inc.)

$30M$35M$40M$45M 202220232024 $32.1M $41.9M ▲ +30.5%
Total plan assets by year, all Architectural Nexus, Inc. plans on file
Year Plans Participants Total Assets
2022 2 197 $32M
2023 2 211 $41M
2024 2 222 $42M

Nearby ESOP Plans in Utah

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

Architectural Nexus, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Utah, assets vs. participants

Architectural Nexus, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Utah, assets vs. participants Scatter plot of 6 data points. -2000200400600800 050100150 Total assets ($M) Participants Architectural Nexus,…Whitaker Constructio…Jacobsen Constructio…Rocky Mountain Atv, …Fj Management Inc. E…Central Milling Empl…
Architectural Nexus, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Utah, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Architectural Nexus, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Architectural Nexus, Inc. Employee Stock Ownership Plan and Trust assets move in 2023?
Architectural Nexus, Inc. Employee Stock Ownership Plan and Trust grew sharply - up 27.4% during 2023, from $16M to $21M. Reported net income was $4M.
How have Architectural Nexus, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Architectural Nexus, Inc.'s sponsor-wide assets grew 30.6%, from $32M to $42M.
Which ESOP plans are similar in size to Architectural Nexus, Inc. Employee Stock Ownership Plan and Trust?
Among ESOP plans in other states, the closest by assets is Bremer Financial Corporation Employee Stock Ownership Plan in MN ($21M, 1,479 participants).

Next read for Architectural Nexus, Inc. Employee Stock…

Filing takeaways

Ways to act on Architectural Nexus, Inc. Employee Stock Ownership Plan and Trust's numbers.