ESOP · DOL Form 5500 · 2023

Shop-All, Incorporated ESOP

Data updated 2026-08-25

$697K
Total assets Small plan by assets
36
Participants Small participant base
21st
Percentile by assets National rank
$19,371
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shop-All, Incorporated Employee Stock Ownership Plan · Sponsored by Shop-All, Incorporated · Colorado · Manufacturing

$697K in assets, 36 participants

Shop-All, Incorporated's Shop-All, Incorporated Employee Stock Ownership Plan reported $697K in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,628 in Manufacturing (18,722 peers)

Shop-All, Incorporated multi-year trail

Shop-All, Incorporated's plans moved -19.7% in assets from 2022 to 2024; this filing shows Shop-All, Incorporated Employee Stock Ownership Plan at $697K / 36 participants.

#1,628
in Manufacturing (18,722 peers)
-12.0%
assets change YoY

The plan reported a net loss of $95K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shop-All, Incorporated Employee Stock Ownership Plan among the smaller filed plans by assets

Shop-All, Incorporated Employee Stock Ownership Plan vs every filed plan by assets

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

$697,359 21st percentile higher than 21% 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

Shop-All, Incorporated 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. Shop-All, Incorporated Employee Stock Ownership Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shop-All, Incorporated Employee Stock Ownership Plan reported net income fell from $34K in the plan year 2022 filing to -$95K in the plan year 2023 filing.
  • Shop-All, Incorporated Employee Stock Ownership Plan reported participants rose from 31 in the plan year 2022 filing to 36 in the plan year 2023 filing.
  • Shop-All, Incorporated Employee Stock Ownership Plan end-of-year assets fell from $793K in the plan year 2022 filing to $697K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 840485968 · Shop-All, Incorporated PY 2023 · ESOP

Shop-All, Incorporated Employee Stock Ownership Plan · $697K · 36 · 21st

  • EBSA $697K
  • PART 36
  • TYPE 21st
  • NET ESOP
  • BOOK near Pro-Tec Design, Inc. Employee Stock Ownership Plan
  • VS-ST ind #1628

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 Colorado →

Shop-All, Incorporated Employee Stock Ownership Plan in the asset neighbourhood

Shop-All, Incorporated Employee Stock Ownership PlanShop-All, Incorporated Emplo…$697KPro-Tec Design, Inc. Employee Stock Ownership PlanPro-Tec Design, Inc. Employe…$697KAustin Burke of Florida, Inc. Retirement PlanAustin Burke of Florida, Inc…$700KRothschild North America Inc. Employee Stock Ownership PlanRothschild North America Inc…$701KInvictus Medical Inc Employee Stock Ownership PlanInvictus Medical Inc Employe…$694K
End-of-year total assets ($M) among Shop-All, Incorporated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Shop-All, Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Shop-All, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$637K 19.67429816185699% vs 2022
2024 filing year
$0.6M$0.65M$0.7M$0.75M$0.8M$0.85M 202220232024 $0.79M $0.64M ▼ -19.0%
Year Plans Participants Total Assets
2022 1 31 $793K
2023 1 36 $697K
2024 1 32 $637K

Shop-All, Incorporated filing trail (2023)

Total Assets (Beginning of Year)$793K
Net Assets (End of Year)$697K
Net Income-$95K
Employer EIN840485968
Plan Effective Date1996-05-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Colorado

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

Shop-All, Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -1000100200300400500 Total assets ($M) Participants Shop-All, Incorporated Employee Stock Ownership Plan, Total assets ($M): 0.697359 · Participants: 36Shop-All, Incorporated Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 385.149702 · Participants: 581Alpine Lumber Company Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 266.310908 · Participants: 776Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 211.311494 · Participants: 1075Envision Management Holding, Inc. Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 209.447754 · Participants: 206Brown Strauss, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 106.310439 · Participants: 444Hercules Industries, Inc. Employee Stock Ownership Plan
Shop-All, Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants

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

Outside Colorado, the nearest ESOP by assets is Pro-Tec Design, Inc. Employee Stock Ownership Plan in MN ($697K); by covered participants it is Hydro-Chem Systems, Inc. Employee Stock Ownership Plan in MI (36 participants). Same-state nearby plans are listed separately above.

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 Shop-All, Incorporated Employee Stock Ownership Plan assets move in 2023?
Shop-All, Incorporated Employee Stock Ownership Plan pulled back noticeably - down 12.0% during 2023, from $793K to $697K. Reported net income was -$95K.
How have Shop-All, Incorporated plan assets changed over time?
Across 3 plan years on file (2022-2024), Shop-All, Incorporated's sponsor-wide assets declined 19.7%, from $793K to $637K.
Where does Shop-All, Incorporated Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Shop-All, Incorporated Employee Stock Ownership Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Shop-All, Incorporated Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Pro-Tec Design, Inc. Employee Stock Ownership Plan in MN ($697K, 42 participants).
Which ESOP plans cover a similar participant headcount to Shop-All, Incorporated Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Hydro-Chem Systems, Inc. Employee Stock Ownership Plan in MI (36 participants, $6M in assets).