ESOP · DOL Form 5500 · 2023

Escalante Concrete Construction, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
198
Participants Below avg headcount
56th
Percentile by assets National rank
$44,243
Avg per participant Low balance/head
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Official DOL plan name: Escalante Concrete Employee Stock Ownership Plan · Sponsored by Escalante Concrete Construction, Inc. · Arizona · Construction

$9M in assets, 198 participants

Escalante Concrete Construction, Inc.'s Escalante Concrete Employee Stock Ownership Plan reported $9M in total assets and 198 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #4,870 in Construction (9,030 peers)

Coverage in Arizona

Escalante Concrete Employee Stock Ownership Plan covers 198 participants in Arizona, about 35% of the average Arizona filer (state average ~564 per filing). Assets: $9M.

#4,870
in Construction (9,030 peers)
+100.0%
assets growth YoY

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

Escalante Concrete Employee Stock Ownership Plan vs every filed plan by assets

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

$8,760,097 Top 44% higher than 56% 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

Escalante Concrete Employee Stock Ownership Plan 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. Escalante Concrete Employee Stock Ownership Plan sits mid-pack in the medium band (198 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Escalante Concrete Employee Stock Ownership Plan reported net income rose from -$18M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Escalante Concrete Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Escalante Concrete Employee Stock Ownership Plan reported participants rose from 168 in the plan year 2022 filing to 198 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 860655514 · Escalante Concrete Construction, Inc. PY 2023 · ESOP

Escalante Concrete Employee Stock Ownership Plan · $9M · 198 · 56th

  • TYPE $9M
  • NET 198
  • BOOK 56th
  • VS-ST ESOP
  • BOY near Baker & O'brien, Inc. Employee Stock Ownership Plan
  • SCH ind #4870

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 Arizona →

Escalante Concrete Employee Stock Ownership Plan in the asset neighbourhood

Midwest Metalcraft & Equipment Employee Stock Ownership PlanMidwest Metalcraft & Equipme…$9MEscalante Concrete Employee Stock Ownership PlanEscalante Concrete Employee …$9MBaker & O'brien, Inc. Employee Stock Ownership PlanBaker & O'brien, Inc. Employ…$9MFlorida Mechanical Systems Inc ESOPFlorida Mechanical Systems I…$9MScott Sales Co. Employee Stock Ownership PlanScott Sales Co. Employee Sto…$9M
End-of-year total assets ($M) among Escalante Concrete Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$11M
Net Income$5M
Employer EIN860655514
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Escalante Concrete Construction, Inc.)

Sponsor-wide plan assets over time

All Escalante Concrete Construction, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 124.50957935063141% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $6.47M $14.5M ▲ +124.6%
Year Plans Participants Total Assets
2022 2 351 $6M
2023 2 405 $12M
2024 2 397 $15M

Nearby ESOP Plans in Arizona

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

Escalante Concrete Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.5 Total assets ($B) Participants Escalante Concrete Employee Stock Ownership Plan, Total assets ($B): 0.008760097 · Participants: 198Escalante Concrete Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.064355538 · Participants: 2392The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.61854692 · Participants: 19740U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.313228026 · Participants: 253Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.216174467 · Participants: 1057Pima Medical Institute Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.167298665 · Participants: 726Wilson Electric Services Corp. Employee Stock Ownership Plan
Escalante Concrete Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Escalante Concrete Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest ESOP by assets is Baker & O'brien, Inc. Employee Stock Ownership Plan in TX ($9M); by covered participants it is Midwest Bancorporation, Inc and Affiliates Employee Stock Ownership Plan in MO (198 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (198 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 Escalante Concrete Employee Stock Ownership Plan assets move in 2023? ▼
Escalante Concrete Employee Stock Ownership Plan surged - up 100.0% during 2023, from $4M to $9M. Reported net income was $5M.
How have Escalante Concrete Construction, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Escalante Concrete Construction, Inc.'s sponsor-wide assets grew 124.5%, from $6M to $15M.
Which ESOP plans are similar in size to Escalante Concrete Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Baker & O'brien, Inc. Employee Stock Ownership Plan in TX ($9M, 28 participants).
Which ESOP plans cover a similar participant headcount to Escalante Concrete Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Midwest Bancorporation, Inc and Affiliates Employee Stock Ownership Plan in MO (198 participants, $31M 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 860655514.

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.