ESOP · DOL Form 5500 · 2023

Elward Systems Corporation ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 39
Participants Small participant base: 40th
Percentile by assets National rank: $101,413
Avg per participant Below avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Elward ESOP Plan & Trust · Sponsored by Elward Systems Corporation · Colorado · Construction

$4M in assets, 39 participants

Elward Systems Corporation's Elward ESOP Plan & Trust reported $4M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

#3,433 in Construction (9,030 peers)

Elward Systems Corporation multi-year trail

Elward Systems Corporation's plans moved -44.5% in assets from 2022 to 2024; this filing shows Elward ESOP Plan & Trust at $4M / 39 participants.

#3,433
in Construction (9,030 peers): -1.5%
assets change YoY

Elward ESOP Plan & Trust's mid-pack asset rank among Construction and all filers

Elward ESOP Plan & Trust vs every filed plan by assets

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

$3,955,116 40th percentile higher than 40% 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

Elward ESOP Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Elward ESOP Plan & Trust is a small filing (39 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Elward ESOP Plan & Trust reported net income rose from -$265K in the plan year 2022 filing to $445K in the plan year 2023 filing.
Elward ESOP Plan & Trust end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 841175075 · Elward Systems Corporation PY 2023 · ESOP

Elward ESOP Plan & Trust · $4M · 39 · 40th

VS-ST $4M
VS-ST 39
VS-ST 40th
VS-ST ESOP
VS-ST near Community Clinical Research, Inc. Employee Stock Ownership Plan
VS-ST ind #3433

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 →

End-of-year total assets ($M) among Elward ESOP Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Elward Systems Corporation multi-year asset trail

Latest sponsor-wide plan assets: $2M 44.468440696648045% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	39	$4M
2023	1	39	$4M
2024	1	40	$2M

Elward Systems Corporation filing trail (2023)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$1M
Net Income	$445K
Employer EIN	841175075
Plan Effective Date	2002-12-31
Filing Status	FILING RECEIVED

Nearby ESOP Plans in Colorado

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

Elward ESOP Plan & Trust vs. nearby ESOP plans in Colorado, assets vs. participants

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

Compare Elward ESOP Plan & Trust side-by-side with 3 peers →

Elward ESOP Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is Community Clinical Research, Inc. Employee Stock Ownership Plan in TX ($4M); by covered participants it is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (39 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.

Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan (IL) 39 · 0 off
Spencer County Bank Employees' Stock Ownership Plan & Trust (IN) 39 · 0 off
Merchants & Farmers Bank of Dumas Employee Stock Ownership Plan (AR) 39 · 0 off
First Fontanelle Employee Stock Ownership Plan (IA) 39 · 0 off

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 Elward ESOP Plan & Trust assets move in 2023? ▼

Elward ESOP Plan & Trust edged down modestly - down 1.5% during 2023, from $4M to $4M. Reported net income was $445K.

How have Elward Systems Corporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Elward Systems Corporation's sponsor-wide assets declined 44.5%, from $4M to $2M.

Which ESOP plans are similar in size to Elward ESOP Plan & Trust? ▼

Among ESOP plans in other states, the closest by assets is Community Clinical Research, Inc. Employee Stock Ownership Plan in TX ($4M, 26 participants).

Which ESOP plans cover a similar participant headcount to Elward ESOP Plan & Trust? ▼

Among ESOP plans in other states, the closest by covered participants is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (39 participants, $29M 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 841175075.