ESOP · DOL Form 5500 · 2023

Escalante Concrete Construction, Inc. ESOP

Data updated 2026-08-11

$9M
Total assets
198
Participants
56th
Percentile by assets
$44,243
Avg per participant
PlainRetire home → About this data

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.

  • 56th percentile by assets (of 127,072 plans)
  • #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.

$9M
total plan assets (2023 EOY)
198
covered participants
56th
percentile by assets (of 127,072 plans)
$44,243
avg assets per participant

Where Escalante Concrete Employee Stock Ownership Plan sits by total assets

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 $2,010,000,000 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

  • 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 →

State
Arizona
Industry
Construction

Participants vs Arizona filers

In Arizona, the average filing covers about 564 participants across 2,304 plans. Escalante Concrete Employee Stock Ownership Plan reports 198 participants - about 35% of that state average ($9M EOY assets).

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.)

$5M$10M$15M$20M 202220232024 $6.47M $14.5M ▲ +124.6%
Total plan assets by year, all Escalante Concrete Construction, Inc. plans on file
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 ($B) Participants Escalante Concrete E…, Total assets ($B): 0.008760097 · Participants: 198Escalante Concrete E…The Sundt Companies …, Total assets ($B): 1.064355538 · Participants: 2392The Sundt Companies …U-Haul Holding Compa…, Total assets ($B): 0.61854692 · Participants: 19740U-Haul Holding Compa…Spencer's Air Condit…, Total assets ($B): 0.313228026 · Participants: 253Spencer's Air Condit…Pima Medical Institu…, Total assets ($B): 0.216174467 · Participants: 1057Pima Medical Institu…Wilson Electric Serv…, Total assets ($B): 0.167298665 · Participants: 726Wilson Electric Serv…
Escalante Concrete Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Escalante Concrete Employee Stock Owners… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

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

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).

Next read for Escalante Concrete Employee Stock Owners…

Filing takeaways

Ways to act on Escalante Concrete Employee Stock Ownership Plan's numbers.

  • By total assets, Escalante Concrete Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Arizona. Compare plans
  • Escalante Concrete Construction, Inc.'s sponsor-wide assets have grown 124.5% since 2022 across 3 plan years on file. More Construction plans

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.