ESOP · DOL Form 5500 · 2023
Shea Carr & Jewell Inc Dba Scj Alliance ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 134
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $24,448
- Avg per participant Low balance/head
Official DOL plan name: Scj Alliance Consulting Services Employee Stock Ownership Plan and Trust · Sponsored by Shea Carr & Jewell Inc Dba Scj Alliance · Washington · Professional & Technical Services
$3M in assets, 134 participants
Shea Carr & Jewell Inc Dba Scj Alliance's Scj Alliance Consulting Services Employee Stock Ownership Plan and Trust reported $3M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.
- #6,906 in Professional & Technical Services (20,321 peers)
Coverage in Washington
Scj Alliance Consulting Services Employee Stock Ownership Plan and Trust covers 134 participants in Washington, about 9% of the average Washington filer (state average ~1,476 per filing). Assets: $3M.
- #6,906
- in Professional & Technical Services (20,321 peers)
- +11.7%
- assets growth YoY
Scj Alliance Consulting Services Employee Stock Ownership Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
Scj Alliance Consulting Services Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,276,000 37th percentile higher than 37% 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
Scj Alliance Consulting Services Employee Stock Ownership Plan and Trust 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. Scj Alliance Consulting Services Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (134 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Scj Alliance Consulting Services Employee Stock Ownership Plan and Trust reported net income rose from $204K in the plan year 2022 filing to $456K in the plan year 2023 filing.
- Scj Alliance Consulting Services Employee Stock Ownership Plan and Trust end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Scj Alliance Consulting Services Employee Stock Ownership Plan and Trust reported participants rose from 121 in the plan year 2022 filing to 134 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 204834444 · Shea Carr & Jewell Inc Dba Scj Alliance PY 2023 · ESOP
Scj Alliance Consulting Services Employee Stock Ownership Plan and Trust · $3M · 134 · 37th
- ASSETS $3M
- PCT 134
- EIN 37th
- RANK ESOP
- PHOTO near Wirefab, Inc. Employee Stock Ownership Plan
- IND ind #6906
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 →
Scj Alliance Consulting Services Employee Stock Ownership Plan and Trust in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $456K |
| Employer EIN | 204834444 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shea Carr & Jewell Inc Dba Scj Alliance)
Sponsor-wide plan assets over time
All Shea Carr & Jewell Inc Dba Scj Alliance plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 23.707846274756903% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 240 | $13M |
| 2023 | 2 | 259 | $15M |
| 2024 | 2 | 273 | $16M |
Nearby ESOP Plans in Washington
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan $3.0B · 3,694
- Triple B Corporation Employee Stock Ownership Plan $278M · 1,123
- Manson Construction Co. Non-Craft Employee Stock Ownership Plan $183M · 310
- Parametrix, Inc. Employee Stock Ownership Plan $140M · 570
- The Plexsys Interface Products, Inc. Employee Stock Ownership Plan $114M · 183
Scj Alliance Consulting Services Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Washington, the nearest ESOP by assets is Wirefab, Inc. Employee Stock Ownership Plan in MA ($3M); by covered participants it is Reed & Reed, Inc. Employee Stock Ownership Plan in ME (134 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (134 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.