ESOP · DOL Form 5500 · 2023
Van Boerum & Frank Associates, Inc. ESOP
Data updated 2026-08-11
- $14M
- Total assets
- 106
- Participants
- 66th
- Percentile by assets
- $133,940
- Avg per participant
Official DOL plan name: Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan · Sponsored by Van Boerum & Frank Associates, Inc. · Utah · Professional & Technical Services
$14M in assets, 106 participants
Van Boerum & Frank Associates, Inc.'s Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan reported $14M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- 66th percentile by assets (of 127,072 plans)
- #13,283 in Professional & Technical Services (20,321 peers)
Coverage in Utah
Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan covers 106 participants in Utah, about 18% of the average Utah filer (state average ~592 per filing). Assets: $14M.
- $14M
- total plan assets (2023 EOY)
- 106
- covered participants
- 66th
- percentile by assets (of 127,072 plans)
- $133,940
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan reported participants fell from 110 in the plan year 2022 filing to 106 in the plan year 2023 filing.
Participants vs Utah filers
In Utah, the average filing covers about 592 participants across 1,280 plans. Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan reports 106 participants - about 18% of that state average ($14M EOY assets).
Utah filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $6M |
| Employer EIN | 870292348 |
| Plan Effective Date | 2018-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Van Boerum & Frank Associates, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 231 | $18M |
| 2023 | 2 | 239 | $24M |
| 2024 | 2 | 256 | $24M |
Nearby ESOP Plans in Utah
Peer ESOP plans, same state, same plan type, ranked by total assets.
Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants
- Whitaker Construction Co., Inc. Employee Stock Ownership Plan $121M · 697
- Jacobsen Construction Company, Inc. Employee Stock Ownership Plan $111M · 531
- Rocky Mountain Atv, Inc. Employee Stock Ownership Plan $104M · 501
- Fj Management Inc. Employee Stock Ownership Plan $103M · 30
- Central Milling Employee Stock Ownership Plan and Trust $45M · 111
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Van Boerum & Frank Associates, Inc. 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 Utah. Compare plans
- Van Boerum & Frank Associates, Inc.'s sponsor-wide assets have grown 30.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans