ESOP · DOL Form 5500 · 2023

Energy Laboratories, Inc. ESOP

Data updated 2026-08-11

$6M
Total assets
115
Participants
46th
Percentile by assets
$48,710
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Energy Laboratories Employee Stock Ownership Plan · Sponsored by Energy Laboratories, Inc. · Montana · Professional & Technical Services

$6M in assets, 115 participants

Energy Laboratories, Inc.'s Energy Laboratories Employee Stock Ownership Plan reported $6M in total assets and 115 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)
  • #9,062 in Professional & Technical Services (20,321 peers)

Coverage in Montana

Energy Laboratories Employee Stock Ownership Plan covers 115 participants in Montana, about 42% of the average Montana filer (state average ~271 per filing). Assets: $6M.

$6M
total plan assets (2023 EOY)
115
covered participants
46th
percentile by assets (of 127,072 plans)
$48,710
avg assets per participant

Where Energy Laboratories Employee Stock Ownership Plan sits by total assets

Energy Laboratories Employee Stock Ownership Plan vs every filed plan by assets

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

$5,601,690 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

  • Energy Laboratories Employee Stock Ownership Plan reported net income rose from $852K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Energy Laboratories 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.
  • Energy Laboratories Employee Stock Ownership Plan reported participants rose from 105 in the plan year 2022 filing to 115 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Montana
Industry
Professional & Technical Services

Participants vs Montana filers

In Montana, the average filing covers about 271 participants across 404 plans. Energy Laboratories Employee Stock Ownership Plan reports 115 participants - about 42% of that state average ($6M EOY assets).

Montana filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN810243326
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Energy Laboratories, Inc.)

$12M$13M$14M$15M$16M$17M 202220232024 $12.9M $15.8M ▲ +21.8%
Total plan assets by year, all Energy Laboratories, Inc. plans on file
Year Plans Participants Total Assets
2022 2 224 $13M
2023 2 249 $13M
2024 2 257 $16M

Nearby ESOP Plans in Montana

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

Energy Laboratories Employee Stock Ownership Plan vs. nearby ESOP plans in Montana, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -1000100200300400500 Total assets ($M) Participants Energy Laboratories …, Total assets ($M): 5.60169 · Participants: 115Energy Laboratories …Pacific Hide & Fur D…, Total assets ($M): 441.768786 · Participants: 824Pacific Hide & Fur D…D.a. Davidson Compan…, Total assets ($M): 149.547346 · Participants: 1474D.a. Davidson Compan…Electrical Consultan…, Total assets ($M): 81.207033 · Participants: 720Electrical Consultan…Morrison-Maierle, In…, Total assets ($M): 73.232679 · Participants: 278Morrison-Maierle, In…Sletten, Inc. Employ…, Total assets ($M): 71.920975 · Participants: 303Sletten, Inc. Employ…
Energy Laboratories Employee Stock Ownership Plan vs. nearby ESOP plans in Montana, assets vs. participants
Compare Energy Laboratories Employee Stock Owner… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Energy Laboratories Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Energy Laboratories Employee Stock Ownership Plan assets move in 2023? ▼
Energy Laboratories Employee Stock Ownership Plan grew sharply - up 24.5% during 2023, from $4M to $6M. Reported net income was $1M.
How have Energy Laboratories, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Energy Laboratories, Inc.'s sponsor-wide assets grew 21.9%, from $13M to $16M.
Which ESOP plans are similar in size to Energy Laboratories Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Industrial Spring Corporation ESOP in MO ($6M, 13 participants).

Next read for Energy Laboratories Employee Stock Owner…

Filing takeaways

Ways to act on Energy Laboratories 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 810243326.

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.