ESOP · DOL Form 5500 · 2023

Kephart Architects, Inc. ESOP

Data updated 2026-08-11

$6M
Total assets
65
Participants
46th
Percentile by assets
$86,376
Avg per participant
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Official DOL plan name: Kephart Architects, Inc. Employee Stock Ownership Plan · Sponsored by Kephart Architects, Inc. · Colorado · Professional & Technical Services

$6M in assets, 65 participants

Kephart Architects, Inc.'s Kephart Architects, Inc. Employee Stock Ownership Plan reported $6M in total assets and 65 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • 46th percentile by assets (of 127,072 plans)
  • #9,075 in Professional & Technical Services (20,321 peers)

2023 asset change

Kephart Architects, Inc. Employee Stock Ownership Plan grew sharply 26.3% in 2023 ($4M → $6M) for 65 participants.

$6M
total plan assets (2023 EOY)
65
covered participants
46th
percentile by assets (of 127,072 plans)
$86,376
avg assets per participant

Where Kephart Architects, Inc. Employee Stock Ownership Plan sits by total assets

Kephart Architects, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,614,461 46th percentile higher than 46% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kephart Architects, Inc. Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Kephart Architects, Inc. Employee Stock Ownership Plan reported participants rose from 49 in the plan year 2022 filing to 65 in the plan year 2023 filing.
  • Kephart Architects, Inc. Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Colorado
Industry
Professional & Technical Services

2023 asset move for Kephart Architects, Inc. Employee Stock Ownership Plan

Year over year, total assets grew sharply from $4M at the start of 2023 to $6M at year-end (up 26.3%). Net assets closed at $728K; reported net income $1M.

Kephart Architects, Inc. years around the 2023 move

$4M$4.5M$5M$5.5M$6M 202220232024 $4.44M $4.66M ▲ +5.0%
Total plan assets by year, all Kephart Architects, Inc. plans on file
Year Plans Participants Total Assets
2022 1 49 $4M
2023 1 65 $6M
2024 1 73 $5M

2023 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$728K
Net Income$1M
Employer EIN840830756
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Colorado

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

Kephart Architects, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. 050010001500 -1000100200300400500 Total assets ($M) Participants Kephart Architects, …, Total assets ($M): 5.614461 · Participants: 65Kephart Architects, …Alpine Lumber Compan…, Total assets ($M): 385.149702 · Participants: 581Alpine Lumber Compan…Trinidad Benham Corp…, Total assets ($M): 266.310908 · Participants: 776Trinidad Benham Corp…Envision Management …, Total assets ($M): 211.311494 · Participants: 1075Envision Management …Brown Strauss, Inc. …, Total assets ($M): 209.447754 · Participants: 206Brown Strauss, Inc. …Hercules Industries,…, Total assets ($M): 106.310439 · Participants: 444Hercules Industries,…
Kephart Architects, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Kephart Architects, Inc. Employee Stock … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Kephart Architects, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Kephart Architects, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Kephart Architects, Inc. Employee Stock Ownership Plan grew sharply - up 26.3% during 2023, from $4M to $6M. Reported net income was $1M.
How have Kephart Architects, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kephart Architects, Inc.'s sponsor-wide assets grew 4.8%, from $4M to $5M.
Which ESOP plans are similar in size to Kephart Architects, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is C.W. Holding Company, Inc. Employee Stock Ownership Plan in OH ($6M, 168 participants).

Next read for Kephart Architects, Inc. Employee Stock …

2023 change

Ways to act on Kephart Architects, Inc. Employee Stock Ownership Plan's numbers.

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 840830756.

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.