ESOP · DOL Form 5500 · 2023
Anaconda Foundry Fabrication Company, Inc. ESOP
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 73
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $110,140
- Avg per participant Below avg balance/head
Official DOL plan name: Anaconda Foundry Fabrication Company, Inc. Employee Stock Ownership Plan · Sponsored by Anaconda Foundry Fabrication Company, Inc. · Montana · Manufacturing
$8M in assets, 73 participants
Anaconda Foundry Fabrication Company, Inc.'s Anaconda Foundry Fabrication Company, Inc. Employee Stock Ownership Plan reported $8M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.
- #7,295 in Manufacturing (18,722 peers)
What the 2023 filing shows
Anaconda Foundry Fabrication Company, Inc. Employee Stock Ownership Plan holds $8M for 73 participants - about $110,140 per participant, above the median plan by assets.
- #7,295
- in Manufacturing (18,722 peers)
- -5.7%
- assets change YoY
The plan reported a net loss of $489K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Anaconda Foundry Fabrication Company, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers
Anaconda Foundry Fabrication Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,040,202 Top 46% higher than 54% 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
Anaconda Foundry Fabrication Company, 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. Anaconda Foundry Fabrication Company, Inc. Employee Stock Ownership Plan is a small filing (73 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Anaconda Foundry Fabrication Company, Inc. Employee Stock Ownership Plan reported net income fell from $468K in the plan year 2022 filing to -$489K in the plan year 2023 filing.
- Anaconda Foundry Fabrication Company, Inc. Employee Stock Ownership Plan reported participants rose from 64 in the plan year 2022 filing to 73 in the plan year 2023 filing.
- Anaconda Foundry Fabrication Company, Inc. Employee Stock Ownership Plan end-of-year assets fell from $9M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 810511412 · Anaconda Foundry Fabrication Company, Inc. PY 2023 · ESOP
Anaconda Foundry Fabrication Company, Inc. Employee Stock Ownership Plan · $8M · 73 · 54th
- EBSA $8M
- PART 73
- TYPE 54th
- NET ESOP
- BOOK near Afp Logs and Lumber, Inc. Employee Stock Ownership Plan
- VS-ST ind #7295
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 Montana →
Anaconda Foundry Fabrication Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$489K |
| Employer EIN | 810511412 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Anaconda Foundry Fabrication Company, Inc.)
Sponsor-wide plan assets over time
All Anaconda Foundry Fabrication Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 0.9722011347935149% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 64 | $9M |
| 2023 | 1 | 73 | $8M |
| 2024 | 1 | 71 | $9M |
Nearby ESOP Plans in Montana
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Pacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOP $442M · 824
- D.a. Davidson Companies Employee Stock Ownership Plan $150M · 1,474
- Electrical Consultants, Inc. Employee Stock Ownership Plan $81M · 720
- Morrison-Maierle, Inc. Employee Stock Ownership Plan $73M · 278
- Sletten, Inc. Employee Stock Ownership Plan $72M · 303
Anaconda Foundry Fabrication Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Montana, the nearest ESOP by assets is Afp Logs and Lumber, Inc. Employee Stock Ownership Plan in WV ($8M); by covered participants it is Glass & Metals, Inc. Employee Stock Ownership and Savings Plan in VA (73 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Afp Logs and Lumber, Inc. Employee Stock Ownership Plan (WV) $8M · 76
- Pacts Holdings, Inc. Employee Stock Ownership Plan (NC) $8M · 187
- The Southern Link of Georgia, Inc. Employee Stock Ownership Plan (GA) $8M · 91
- Speech and Language Pathology Associates, Inc. Employee Stock Ownership Plan (CA) $8M · 225
Similar participant headcount
Nearest other-state filings by covered participants (73 participants); asset peers above are excluded.
- Glass & Metals, Inc. Employee Stock Ownership and Savings Plan (VA) 73 · 0 off
- Falcon Industries, Inc. Employee St Ock Ownership Plan and Trust (MN) 73 · 0 off
- Edmund a. Allen Lumber Company Employee Stock Ownership Plan (IL) 73 · 0 off
- Winn Construction Inc. Employee Stock Ownership Plan (ND) 73 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.