ESOP · DOL Form 5500 · 2023

Quantum Innovations, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
78
Participants Small participant base
29th
Percentile by assets National rank
$22,278
Avg per participant Low balance/head
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Official DOL plan name: Quantum Innovations, Inc. Employee Stock Ownership Plan · Sponsored by Quantum Innovations, Inc. · Oregon · Manufacturing

$2M in assets, 78 participants

Quantum Innovations, Inc.'s Quantum Innovations, Inc. Employee Stock Ownership Plan reported $2M in total assets and 78 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,580 in Manufacturing (18,722 peers)

Quantum Innovations, Inc. multi-year trail

Quantum Innovations, Inc.'s plans moved -84.9% in assets from 2022 to 2024; this filing shows Quantum Innovations, Inc. Employee Stock Ownership Plan at $2M / 78 participants.

#2,580
in Manufacturing (18,722 peers)
-31.5%
assets change YoY

The plan reported a net loss of $631K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Quantum Innovations, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Quantum Innovations, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,737,666 29th percentile higher than 29% 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

Quantum Innovations, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Quantum Innovations, Inc. Employee Stock Ownership Plan is a small filing (78 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Quantum Innovations, Inc. Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Quantum Innovations, Inc. Employee Stock Ownership Plan reported net income fell from -$498K in the plan year 2022 filing to -$631K in the plan year 2023 filing.
  • Quantum Innovations, Inc. Employee Stock Ownership Plan reported participants fell from 81 in the plan year 2022 filing to 78 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 270009321 · Quantum Innovations, Inc. PY 2023 · ESOP

Quantum Innovations, Inc. Employee Stock Ownership Plan · $2M · 78 · 29th

  • PART $2M
  • PART 78
  • PART 29th
  • PART ESOP
  • PART near Crisis Preparation and Recovery, Inc. Employee Stock Ownership Plan
  • PART ind #2580

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 Oregon →

Quantum Innovations, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Quantum Innovations, Inc. Employee Stock Ownership PlanQuantum Innovations, Inc. Em…$2MCrisis Preparation and Recovery, Inc. Employee Stock Ownership PlanCrisis Preparation and Recov…$2MLbtc Holdings, Inc. Employee Stock Ownership PlanLbtc Holdings, Inc. Employee…$2MStetson Engineers, Inc. Employee Stock Ownership PlanStetson Engineers, Inc. Empl…$2MSpinnaker Trust Employee Stock Ownership PlanSpinnaker Trust Employee Sto…$2M
End-of-year total assets ($M) among Quantum Innovations, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Quantum Innovations, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Quantum Innovations, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$384K 84.87836026803312% vs 2022
2024 filing year
$0M$1M$2M$3M 202220232024 $2.54M $0.38M ▼ -85.0%
Year Plans Participants Total Assets
2022 1 81 $3M
2023 1 78 $2M
2024 2 115 $384K

Quantum Innovations, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)-$2M
Net Income-$631K
Employer EIN270009321
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oregon

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

Quantum Innovations, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300 Total assets ($M) Participants Quantum Innovations, Inc. Employee Stock Ownership Plan, Total assets ($M): 1.737666 · Participants: 78Quantum Innovations, Inc. Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 235.753413 · Participants: 580Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 210.231629 · Participants: 1981Bi-Mart Corporation Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 204.304035 · Participants: 71Pacific Industrial Corp. Employee Stock Ownership PlanKey Knife, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.331686 · Participants: 69Key Knife, Inc. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 73.155492 · Participants: 200Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Quantum Innovations, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Quantum Innovations, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Quantum Innovations, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Crisis Preparation and Recovery, Inc. Employee Stock Ownership Plan in AZ ($2M); by covered participants it is Caldwell Group Employee Stock Ownership Plan in IL (78 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (78 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 Quantum Innovations, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Quantum Innovations, Inc. Employee Stock Ownership Plan contracted severely - down 31.5% during 2023, from $3M to $2M. Reported net income was -$631K.
How have Quantum Innovations, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Quantum Innovations, Inc.'s sponsor-wide assets declined 84.9%, from $3M to $384K.
Which ESOP plans are similar in size to Quantum Innovations, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Crisis Preparation and Recovery, Inc. Employee Stock Ownership Plan in AZ ($2M, 210 participants).
Which ESOP plans cover a similar participant headcount to Quantum Innovations, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Caldwell Group Employee Stock Ownership Plan in IL (78 participants, N/A 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 270009321.

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.