ESOP · DOL Form 5500 · 2023

Kephart Architects, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
65
Participants Small participant base
46th
Percentile by assets National rank
$86,376
Avg per participant Below avg balance/head
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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.

  • #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.

#9,075
in Professional & Technical Services (20,321 peers)
+26.3%
assets growth YoY

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 2023 · DOL Form 5500

$5,614,461 46th percentile higher than 46% 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

Kephart Architects, 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. Kephart Architects, Inc. Employee Stock Ownership Plan is a small filing (65 participants) on this national headcount ladder.

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 →

DOL schedule card

Filing strip 840830756 · Kephart Architects, Inc. PY 2023 · ESOP

Kephart Architects, Inc. Employee Stock Ownership Plan · $6M · 65 · 46th

  • ASSETS $6M
  • PCT 65
  • EIN 46th
  • RANK ESOP
  • PHOTO near C.W. Holding Company, Inc. Employee Stock Ownership Plan
  • IND ind #9075

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

C.W. Holding Company, Inc. Employee Stock Ownership PlanC.W. Holding Company, Inc. E…$6MMaries County Bancorp, Inc. ESOPMaries County Bancorp, Inc. …$6MKephart Architects, Inc. Employee Stock Ownership PlanKephart Architects, Inc. Emp…$6MAmerican Weathermakers ESOP$6MCitizens State Bank of Loyal Stock Bonus PlanCitizens State Bank of Loyal…$6M
End-of-year total assets ($M) among Kephart Architects, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Kephart Architects, Inc. years around the 2023 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
$4M$4.5M$5M$5.5M$6M 202220232024 $4.44M $4.66M ▲ +5.0%
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 ($M) Participants Kephart Architects, Inc. Employee Stock Ownership Plan, Total assets ($M): 5.614461 · Participants: 65Kephart Architects, 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
Kephart Architects, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Kephart Architects, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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 C.W. Holding Company, Inc. Employee Stock Ownership Plan in OH ($6M); by covered participants it is Sandman & Associates Consulting, Inc Employee Stock Ownership Plan in MN (65 participants). Same-state nearby plans are listed separately above.

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 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).
Which ESOP plans cover a similar participant headcount to Kephart Architects, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sandman & Associates Consulting, Inc Employee Stock Ownership Plan in MN (65 participants, $2M 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 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.