ESOP · DOL Form 5500 · 2023

Engeo Incorporated ESOP

Data updated 2026-08-25

$68M
Total assets Below avg plan size
244
Participants Below avg headcount
88th
Percentile by assets National rank
$279,197
Avg per participant High balance/head
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Official DOL plan name: Engeo Incorporated Employee Stock Ownership Plan · Sponsored by Engeo Incorporated · California · Professional & Technical Services

$68M in assets, 244 participants

Engeo Incorporated's Engeo Incorporated Employee Stock Ownership Plan reported $68M in total assets and 244 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,214 in Professional & Technical Services (20,321 peers)

Coverage in California

Engeo Incorporated Employee Stock Ownership Plan covers 244 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $68M.

#18,214
in Professional & Technical Services (20,321 peers)
+8.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Engeo Incorporated Employee Stock Ownership Plan's outsized position by total assets

Engeo Incorporated Employee Stock Ownership Plan vs every filed plan by assets

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

$68,124,000 Top 12% higher than 88% 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

Engeo Incorporated 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. Engeo Incorporated Employee Stock Ownership Plan sits mid-pack in the medium band (244 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Engeo Incorporated Employee Stock Ownership Plan reported net income rose from -$909K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Engeo Incorporated Employee Stock Ownership Plan end-of-year assets rose from $63M in the plan year 2022 filing to $68M in the plan year 2023 filing.
  • Engeo Incorporated Employee Stock Ownership Plan reported participants rose from 233 in the plan year 2022 filing to 244 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 941748418 · Engeo Incorporated PY 2023 · ESOP

Engeo Incorporated Employee Stock Ownership Plan · $68M · 244 · 88th

  • ASSETS $68M
  • PCT 244
  • EIN 88th
  • RANK ESOP
  • PHOTO near Tci Holding Company, Inc. Employee Stock Ownership Plan
  • IND ind #18214

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 California →

Engeo Incorporated Employee Stock Ownership Plan in the asset neighbourhood

Darifill Employee Stock Ownership PlanDarifill Employee Stock Owne…$68MEmployee Stock Ownership Plan of Cross Technologies, Inc.Employee Stock Ownership Pla…$68MEngeo Incorporated Employee Stock Ownership PlanEngeo Incorporated Employee …$68MTci Holding Company, Inc. Employee Stock Ownership PlanTci Holding Company, Inc. Em…$68MStepan Company Employee Stock Ownership Plan IIStepan Company Employee Stoc…$68M
End-of-year total assets ($M) among Engeo Incorporated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$68M
Net Income$5M
Employer EIN941748418
Plan Effective Date1985-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Engeo Incorporated)

Sponsor-wide plan assets over time

All Engeo Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$153M 26.538645666134226% vs 2022
2024 filing year
$110M$120M$130M$140M$150M$160M 202220232024 $121M $153M ▲ +26.5%
Year Plans Participants Total Assets
2022 2 467 $121M
2023 2 498 $136M
2024 2 473 $153M

Nearby ESOP Plans in California

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

Engeo Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Engeo Incorporated Employee Stock Ownership Plan, Total assets ($B): 0.068124 · Participants: 244Engeo Incorporated Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Engeo Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Engeo Incorporated Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Tci Holding Company, Inc. Employee Stock Ownership Plan in PA ($68M); by covered participants it is Community Financial Services, Inc. Employee Stock Ownership Plan in KY (244 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (244 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 Engeo Incorporated Employee Stock Ownership Plan assets move in 2023? ▼
Engeo Incorporated Employee Stock Ownership Plan grew at a solid clip - up 8.1% during 2023, from $63M to $68M. Reported net income was $5M.
How have Engeo Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Engeo Incorporated's sponsor-wide assets grew 26.5%, from $121M to $153M.
Where does Engeo Incorporated Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Engeo Incorporated Employee Stock Ownership Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Engeo Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tci Holding Company, Inc. Employee Stock Ownership Plan in PA ($68M, 190 participants).
Which ESOP plans cover a similar participant headcount to Engeo Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Community Financial Services, Inc. Employee Stock Ownership Plan in KY (244 participants, $28M 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 941748418.

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.