ESOP · DOL Form 5500 · 2023

Van Boerum & Frank Associates, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
106
Participants Small participant base
66th
Percentile by assets National rank
$133,940
Avg per participant Near avg balance/head
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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.

  • #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.

#13,283
in Professional & Technical Services (20,321 peers)
+65.2%
assets growth YoY

Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$14,197,619 Top 34% higher than 66% 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

Van Boerum & Frank Associates, Inc. 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. Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (106 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 870292348 · Van Boerum & Frank Associates, Inc. PY 2023 · ESOP

Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan · $14M · 106 · 66th

  • SCH $14M
  • EBSA 106
  • PART 66th
  • TYPE ESOP
  • NET near Foodpro Corporation Employee Stock Ownership Plan
  • BOOK ind #13283

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 Utah →

Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Vision First Employee Stock Ownership PlanVision First Employee Stock …$14MVan Boerum & Frank Associates, Inc. Employee Stock Ownership PlanVan Boerum & Frank Associate…$14MFoodpro Corporation Employee Stock Ownership PlanFoodpro Corporation Employee…$14MPeninsula Insurance Bureau Employee Stock Ownership PlanPeninsula Insurance Bureau E…$14MC.a. Group, Inc. Employee Stock Ownership PlanC.a. Group, Inc. Employee St…$14M
End-of-year total assets ($M) among Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$6M
Employer EIN870292348
Plan Effective Date2018-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Van Boerum & Frank Associates, Inc.)

Sponsor-wide plan assets over time

All Van Boerum & Frank Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 30.557157100154853% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $18.2M $23.7M ▲ +30.6%
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 Scatter plot of 6 data points. -2000200400600800 050100150 Total assets ($M) Participants Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 14.197619 · Participants: 106Van Boerum & Frank Associates, Inc. Employee Stock Ownership PlanWhitaker Construction Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 121.038272 · Participants: 697Whitaker Construction Co., Inc. Employee Stock Ownership PlanJacobsen Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.243432 · Participants: 531Jacobsen Construction Company, Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Employee Stock Ownership Plan, Total assets ($M): 104.049142 · Participants: 501Rocky Mountain Atv, Inc. Employee Stock Ownership PlanFj Management Inc. Employee Stock Ownership Plan, Total assets ($M): 102.977078 · Participants: 30Fj Management Inc. Employee Stock Ownership PlanCentral Milling Employee Stock Ownership Plan and Trust, Total assets ($M): 45.365384 · Participants: 111Central Milling Employee Stock Ownership Plan and Trust
Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants
Compare Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Utah, the nearest ESOP by assets is Foodpro Corporation Employee Stock Ownership Plan in MD ($14M); by covered participants it is Millstone Weber Employee Stock Ownership Plan in MO (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan surged - up 65.2% during 2023, from $9M to $14M. Reported net income was $6M.
How have Van Boerum & Frank Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Van Boerum & Frank Associates, Inc.'s sponsor-wide assets grew 30.6%, from $18M to $24M.
Which ESOP plans are similar in size to Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Foodpro Corporation Employee Stock Ownership Plan in MD ($14M, 53 participants).
Which ESOP plans cover a similar participant headcount to Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Millstone Weber Employee Stock Ownership Plan in MO (106 participants, $55M 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 870292348.

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.