ESOP · DOL Form 5500 · 2022
Kephart Architects, Inc. ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 49
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $90,713
- Avg per participant Below avg balance/head
Official DOL plan name: Kephart Architects, Inc. Employee Stock Ownership Plan · Sponsored by Kephart Architects, Inc. · Colorado · Professional & Technical Services
$4M in assets, 49 participants
Kephart Architects, Inc.'s Kephart Architects, Inc. Employee Stock Ownership Plan reported $4M in total assets and 49 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.
- #9,883 in Professional & Technical Services (21,562 peers)
2022 asset change
Kephart Architects, Inc. Employee Stock Ownership Plan surged 159.2% in 2022 ($2M → $4M) for 49 participants.
- #9,883
- in Professional & Technical Services (21,562 peers)
- +159.2%
- assets growth YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kephart Architects, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
Kephart Architects, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,444,925 48th percentile higher than 48% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Kephart Architects, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kephart Architects, Inc. Employee Stock Ownership Plan is a small filing (49 participants) on this national headcount ladder.
DOL schedule card
Filing strip 840830756 · Kephart Architects, Inc. PY 2022 · ESOP
Kephart Architects, Inc. Employee Stock Ownership Plan · $4M · 49 · 48th
- PCT $4M
- PCT 49
- PCT 48th
- PCT ESOP
- PCT near Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan
- PCT ind #9883
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 →
Kephart Architects, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Kephart Architects, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Kephart Architects, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 4.786132499423499% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 49 | $4M |
| 2023 | 1 | 65 | $6M |
| 2024 | 1 | 73 | $5M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | -$599K |
| Net Income | -$2M |
| Employer EIN | 840830756 |
| Plan Effective Date | 2016-01-01 |
| 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 $286M · 597
- Brown Strauss, Inc. Employee Stock Ownership Plan $233M · 206
- Trinidad Benham Corp. Employee Stock Ownership Plan $218M · 1,013
- Envision Management Holding, Inc. Employee Stock Ownership Plan $171M · 932
- Catamount Constructors, Inc. Employee Stock Ownership Plan $112M · 181
Kephart Architects, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Colorado, the nearest ESOP by assets is Hodges & Hicks Holdings, Inc. Employee Stock Ownership Plan in GA ($4M); by covered participants it is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (49 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 (49 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.