ESOP · DOL Form 5500 · 2023

Design Workshop, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
138
Participants Small participant base
60th
Percentile by assets National rank
$76,707
Avg per participant Below avg balance/head
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Official DOL plan name: Design Workshop, Inc. Employee Stock Ownership Plan · Sponsored by Design Workshop, Inc. · Colorado · Professional & Technical Services

$11M in assets, 138 participants

Design Workshop, Inc.'s Design Workshop, Inc. Employee Stock Ownership Plan reported $11M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,903 in Professional & Technical Services (20,321 peers)

Coverage in Colorado

Design Workshop, Inc. Employee Stock Ownership Plan covers 138 participants in Colorado, about 37% of the average Colorado filer (state average ~376 per filing). Assets: $11M.

#11,903
in Professional & Technical Services (20,321 peers)
+22.0%
assets growth YoY

Design Workshop, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Design Workshop, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$10,585,530 Top 40% higher than 60% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Design Workshop, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Design Workshop, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Design Workshop, Inc. Employee Stock Ownership Plan reported net income rose from $217K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Design Workshop, Inc. Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Design Workshop, Inc. Employee Stock Ownership Plan reported participants rose from 114 in the plan year 2022 filing to 138 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 840819969 · Design Workshop, Inc. PY 2023 · ESOP

Design Workshop, Inc. Employee Stock Ownership Plan · $11M · 138 · 60th

  • TYPE $11M
  • NET 138
  • BOOK 60th
  • VS-ST ESOP
  • BOY near Gifford Bancorp, Inc. Employee Stock Ownership Plan
  • SCH ind #11903

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 →

Design Workshop, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Koberstein Holdings, Inc. Employee Stock Ownership Plan & TrustKoberstein Holdings, Inc. Em…$11MDesign Workshop, Inc. Employee Stock Ownership PlanDesign Workshop, Inc. Employ…$11MGifford Bancorp, Inc. Employee Stock Ownership PlanGifford Bancorp, Inc. Employ…$11MDazey's, Inc. Employee Stock Ownership PlanDazey's, Inc. Employee Stock…$11MRedpath and Company, Ltd Employee Stock Ownership PlanRedpath and Company, Ltd Emp…$11M
End-of-year total assets ($M) among Design Workshop, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN840819969
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Design Workshop, Inc.)

Sponsor-wide plan assets over time

All Design Workshop, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 37.000608499913724% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.6M $41.9M ▲ +37.0%
Year Plans Participants Total Assets
2022 2 278 $31M
2023 2 314 $37M
2024 2 325 $42M

Nearby ESOP Plans in Colorado

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

Design Workshop, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. 050010001500 -1000100200300400500 Total assets ($M) Participants Design Workshop, Inc. Employee Stock Ownership Plan, Total assets ($M): 10.58553 · Participants: 138Design Workshop, Inc. Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 385.149702 · Participants: 581Alpine Lumber Company Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 266.310908 · Participants: 776Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 211.311494 · Participants: 1075Envision Management Holding, Inc. Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 209.447754 · Participants: 206Brown Strauss, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 106.310439 · Participants: 444Hercules Industries, Inc. Employee Stock Ownership Plan
Design Workshop, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Design Workshop, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Design Workshop, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is Gifford Bancorp, Inc. Employee Stock Ownership Plan in IL ($11M); by covered participants it is Medler Electric Company Employee Stock Ownership Plan and Trust in MI (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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.

Frequently Asked Questions

How did Design Workshop, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Design Workshop, Inc. Employee Stock Ownership Plan grew sharply - up 22.0% during 2023, from $9M to $11M. Reported net income was $2M.
How have Design Workshop, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Design Workshop, Inc.'s sponsor-wide assets grew 37.0%, from $31M to $42M.
Which ESOP plans are similar in size to Design Workshop, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Gifford Bancorp, Inc. Employee Stock Ownership Plan in IL ($11M, 36 participants).
Which ESOP plans cover a similar participant headcount to Design Workshop, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Medler Electric Company Employee Stock Ownership Plan and Trust in MI (138 participants, $23M 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 840819969.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.