ESOP · DOL Form 5500 · 2023

Span Construction & Engineering, Inc. ESOP

Data updated 2026-08-25

$74M
Total assets Below avg plan size
294
Participants Below avg headcount
89th
Percentile by assets National rank
$253,016
Avg per participant Above avg balance/head
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Official DOL plan name: Span Employee Stock Ownership Plan · Sponsored by Span Construction & Engineering, Inc. · California · Manufacturing

$74M in assets, 294 participants

Span Construction & Engineering, Inc.'s Span Employee Stock Ownership Plan reported $74M in total assets and 294 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,705 in Manufacturing (18,722 peers)

Coverage in California

Span Employee Stock Ownership Plan covers 294 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $74M.

#15,705
in Manufacturing (18,722 peers)
+63.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Span Employee Stock Ownership Plan's outsized position by total assets

Span Employee Stock Ownership Plan vs every filed plan by assets

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

$74,386,596 Top 11% higher than 89% 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

Span 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. Span Employee Stock Ownership Plan sits mid-pack in the medium band (294 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Span Employee Stock Ownership Plan reported net income rose from $15M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Span Employee Stock Ownership Plan end-of-year assets rose from $46M in the plan year 2022 filing to $74M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 942686159 · Span Construction & Engineering, Inc. PY 2023 · ESOP

Span Employee Stock Ownership Plan · $74M · 294 · 89th

  • EOY $74M
  • 5500 294
  • ASSETS 89th
  • PCT ESOP
  • EIN near Haldeman Homme Employee Stock Ownership Plan and Trust
  • RANK ind #15705

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 →

Span Employee Stock Ownership Plan in the asset neighbourhood

Ferrell Companies, Inc. Employee Stock Ownership PlanFerrell Companies, Inc. Empl…$75MNew England Wire Technologies Corp. Employee Stock Ownership PlanNew England Wire Technologie…$75MGreat Lakes Construction Co. Employee Stock Ownership PlanGreat Lakes Construction Co.…$75MHaldeman Homme Employee Stock Ownership Plan and TrustHaldeman Homme Employee Stoc…$74MSpan Employee Stock Ownership PlanSpan Employee Stock Ownershi…$74M
End-of-year total assets ($M) among Span Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$5M
Net Income$29M
Employer EIN942686159
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Span Construction & Engineering, Inc.)

Sponsor-wide plan assets over time

All Span Construction & Engineering, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$111M 98.05705735833199% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $55.9M $111M ▲ +98.1%
Year Plans Participants Total Assets
2022 2 485 $56M
2023 2 500 $86M
2024 2 539 $111M

Nearby ESOP Plans in California

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

Span Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Span Employee Stock Ownership Plan, Total assets ($B): 0.074386596 · Participants: 294Span 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
Span Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Span Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Haldeman Homme Employee Stock Ownership Plan and Trust in MN ($74M); by covered participants it is Graef ESOP in WI (294 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (294 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 Span Employee Stock Ownership Plan assets move in 2023? ▼
Span Employee Stock Ownership Plan surged - up 63.5% during 2023, from $46M to $74M. Reported net income was $29M.
How have Span Construction & Engineering, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Span Construction & Engineering, Inc.'s sponsor-wide assets grew 98.1%, from $56M to $111M.
Where does Span Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Span Employee Stock Ownership Plan ranks in the 89th 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 Span Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Haldeman Homme Employee Stock Ownership Plan and Trust in MN ($74M, 306 participants).
Which ESOP plans cover a similar participant headcount to Span Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Graef ESOP in WI (294 participants, $5M 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 942686159.

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.