ESOP · DOL Form 5500 · 2023

Island Excavating, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
12
Participants Small participant base
35th
Percentile by assets National rank
$244,764
Avg per participant Above avg balance/head
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Official DOL plan name: Island Excavating Employee Stock Ownership Plan · Sponsored by Island Excavating, Inc. · Washington · Construction

$3M in assets, 12 participants

Island Excavating, Inc.'s Island Excavating Employee Stock Ownership Plan reported $3M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #3,009 in Construction (9,030 peers)

Island Excavating, Inc. multi-year trail

Island Excavating, Inc.'s plans moved +10.7% in assets from 2022 to 2024; this filing shows Island Excavating Employee Stock Ownership Plan at $3M / 12 participants.

#3,009
in Construction (9,030 peers)
+8.4%
assets growth YoY

Island Excavating Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Island Excavating Employee Stock Ownership Plan vs every filed plan by assets

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

$2,937,164 35th percentile higher than 35% 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

Island Excavating 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. Island Excavating Employee Stock Ownership Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Island Excavating Employee Stock Ownership Plan reported net income rose from -$211K in the plan year 2022 filing to $228K in the plan year 2023 filing.
  • Island Excavating Employee Stock Ownership Plan reported participants fell from 16 in the plan year 2022 filing to 12 in the plan year 2023 filing.
  • Island Excavating Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 911358023 · Island Excavating, Inc. PY 2023 · ESOP

Island Excavating Employee Stock Ownership Plan · $3M · 12 · 35th

  • PHOTO $3M
  • PHOTO 12
  • PHOTO 35th
  • PHOTO ESOP
  • PHOTO near Appliance & Furniture Rentall, Inc. Employee Stock Ownership Plan and Trust
  • PHOTO ind #3009

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 Washington →

Island Excavating Employee Stock Ownership Plan in the asset neighbourhood

Island Excavating Employee Stock Ownership PlanIsland Excavating Employee S…$3MAppliance & Furniture Rentall, Inc. Employee Stock Ownership Plan and TrustAppliance & Furniture Rental…$3MPistone/Rainsford,Inc. Employee Stock Ownership PlanPistone/Rainsford,Inc. Emplo…$3MVincennes Industrial Supply Inc. Employee Stock Ownership PlanVincennes Industrial Supply …$3MWillington Nameplate, Inc. Employee Stock Ownership PlanWillington Nameplate, Inc. E…$3M
End-of-year total assets ($M) among Island Excavating Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Island Excavating, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Island Excavating, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 10.710042420285259% vs 2022
2024 filing year
$2.6M$2.7M$2.8M$2.9M$3M$3.1M 202220232024 $2.71M $3M ▲ +10.7%
Year Plans Participants Total Assets
2022 1 16 $3M
2023 1 12 $3M
2024 1 14 $3M

Island Excavating, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$228K
Employer EIN911358023
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Washington

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

Island Excavating Employee Stock Ownership Plan vs. nearby ESOP plans in Washington, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -101234 Total assets ($B) Participants Island Excavating Employee Stock Ownership Plan, Total assets ($B): 0.002937164 · Participants: 12Island Excavating Employee Stock Ownership PlanSchweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.966454558 · Participants: 3694Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership PlanTriple B Corporation Employee Stock Ownership Plan, Total assets ($B): 0.2780946 · Participants: 1123Triple B Corporation Employee Stock Ownership PlanManson Construction Co. Non-Craft Employee Stock Ownership Plan, Total assets ($B): 0.183263152 · Participants: 310Manson Construction Co. Non-Craft Employee Stock Ownership PlanParametrix, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.140162337 · Participants: 570Parametrix, Inc. Employee Stock Ownership PlanThe Plexsys Interface Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.114343989 · Participants: 183The Plexsys Interface Products, Inc. Employee Stock Ownership Plan
Island Excavating Employee Stock Ownership Plan vs. nearby ESOP plans in Washington, assets vs. participants
Compare Island Excavating Employee Stock Ownership Plan side-by-side with 3 peers →

Island Excavating Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Washington, the nearest ESOP by assets is Appliance & Furniture Rentall, Inc. Employee Stock Ownership Plan and Trust in SD ($3M); by covered participants it is Sonoran Crest Construction Employee Stock Ownership Plan in AZ (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Island Excavating Employee Stock Ownership Plan assets move in 2023? ▼
Island Excavating Employee Stock Ownership Plan grew at a solid clip - up 8.4% during 2023, from $3M to $3M. Reported net income was $228K.
How have Island Excavating, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Island Excavating, Inc.'s sponsor-wide assets grew 10.7%, from $3M to $3M.
Which ESOP plans are similar in size to Island Excavating Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Appliance & Furniture Rentall, Inc. Employee Stock Ownership Plan and Trust in SD ($3M, 57 participants).
Which ESOP plans cover a similar participant headcount to Island Excavating Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sonoran Crest Construction Employee Stock Ownership Plan in AZ (12 participants, $940K 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 911358023.

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.