ESOP · DOL Form 5500 · 2024
Mid-State Consultants ESOP
Data updated 2026-08-25
- N/A
- Total assets —
- 155
- Participants Small participant base
Official DOL plan name: Mid-State Consultants, Inc. Employee Stock Ownership Plan · Sponsored by Mid-State Consultants · Utah · Professional & Technical Services
N/A in assets, 155 participants
Mid-State Consultants's Mid-State Consultants, Inc. Employee Stock Ownership Plan reported N/A in total assets and 155 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Utah
Mid-State Consultants, Inc. Employee Stock Ownership Plan covers 155 participants in Utah, about 26% of the average Utah filer (state average ~592 per filing). Assets: N/A.
- -$12M
- reported net income
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mid-State Consultants, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mid-State Consultants, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (155 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mid-State Consultants, Inc. Employee Stock Ownership Plan reported net income fell from $716K in the plan year 2023 filing to -$12M in the plan year 2024 filing.
- Mid-State Consultants, Inc. Employee Stock Ownership Plan reported participants fell from 158 in the plan year 2023 filing to 155 in the plan year 2024 filing.
DOL schedule card
Filing strip 870278655 · Mid-State Consultants PY 2024 · ESOP
Mid-State Consultants, Inc. Employee Stock Ownership Plan · N/A · 155
- 5500 N/A
- 5500 155
- 5500 PY 2024
- 5500 ESOP
- 5500 near Rhinebeck Bank Employee Stock Ownership Plan
- 5500 -$12M
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 →
Utah filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$12M |
| Employer EIN | 870278655 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mid-State Consultants)
Sponsor-wide plan assets over time
All Mid-State Consultants plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 155 | $12M |
| 2023 | 1 | 158 | $12M |
| 2024 | 1 | 155 | N/A |
Nearby ESOP Plans in Utah
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Whitaker Construction Co., Inc. Employee Stock Ownership Plan $185M · 772
- Rocky Mountain Atv, Inc. Employee Stock Ownership Plan $120M · 495
- Jacobsen Construction Company, Inc. Employee Stock Ownership Plan $120M · 605
- Fj Management Inc. Employee Stock Ownership Plan $94M · 28
- Kenny Seng Construction Employee Stock Ownership Plan $74M · 170
Mid-State Consultants, Inc. Employee Stock Ownership Plan's closest out-of-state ESOP peers by headcount
Outside Utah, the nearest ESOP by covered participants is Rhinebeck Bank Employee Stock Ownership Plan in NY (155 participants; this filing: 155 participants).
Similar participant headcount
Nearest other-state filings by covered participants (155 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.