ESOP · DOL Form 5500 · 2024

Bgw Architects II, P.C. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
29
Participants Small participant base
46th
Percentile by assets National rank
$216,982
Avg per participant Above avg balance/head
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Official DOL plan name: Bgw Architects II, P.C. Employee Stock Ownership Plan · Sponsored by Bgw Architects II, P.C. · Utah · Professional & Technical Services

$6M in assets, 29 participants

Bgw Architects II, P.C.'s Bgw Architects II, P.C. Employee Stock Ownership Plan reported $6M in total assets and 29 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,925 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Bgw Architects II, P.C. Employee Stock Ownership Plan holds $6M for 29 participants - about $216,982 per participant, in the lower half of filed plans by assets.

#8,925
in Professional & Technical Services (20,173 peers)
-3.6%
assets change YoY

Bgw Architects II, P.C. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bgw Architects II, P.C. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$6,292,492 46th percentile higher than 46% of 123,620 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 2024

Bgw Architects II, P.C. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bgw Architects II, P.C. Employee Stock Ownership Plan is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bgw Architects II, P.C. Employee Stock Ownership Plan end-of-year assets fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Bgw Architects II, P.C. Employee Stock Ownership Plan reported participants rose from 28 in the plan year 2023 filing to 29 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 463732211 · Bgw Architects II, P.C. PY 2024 · ESOP

Bgw Architects II, P.C. Employee Stock Ownership Plan · $6M · 29 · 46th

  • BOOK $6M
  • VS-ST 29
  • BOY 46th
  • SCH ESOP
  • EBSA near Eclipse Engineering, Inc. Employee Stock Ownership Plan
  • PART ind #8925

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 →

Bgw Architects II, P.C. Employee Stock Ownership Plan in the asset neighbourhood

Sooner Southwest Bankshares, Inc. Employee Stock Ownership PlanSooner Southwest Bankshares,…$6MDoug Smith Production Consultants, Inc. Employee Stock Ownership PlanDoug Smith Production Consul…$6MBgw Architects II, P.C. Employee Stock Ownership PlanBgw Architects II, P.C. Empl…$6MEclipse Engineering, Inc. Employee Stock Ownership PlanEclipse Engineering, Inc. Em…$6MJames Alexander Corporation Employee Stock Ownership Plan and TrustJames Alexander Corporation …$6M
End-of-year total assets ($M) among Bgw Architects II, P.C. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income$444K
Employer EIN463732211
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bgw Architects II, P.C.)

Sponsor-wide plan assets over time

All Bgw Architects II, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 7.545664492230006% vs 2022
2024 filing year
$6.2M$6.4M$6.6M$6.8M$7M 202220232024 $6.81M $6.29M ▼ -7.6%
Year Plans Participants Total Assets
2022 1 31 $7M
2023 1 28 $7M
2024 1 29 $6M

Nearby ESOP Plans in Utah

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

Bgw Architects II, P.C. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants Scatter plot of 6 data points. -20002004006008001000 -50050100150200 Total assets ($M) Participants Bgw Architects II, P.C. Employee Stock Ownership Plan, Total assets ($M): 6.292492 · Participants: 29Bgw Architects II, P.C. Employee Stock Ownership PlanWhitaker Construction Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 185.484245 · Participants: 772Whitaker Construction Co., Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Employee Stock Ownership Plan, Total assets ($M): 119.773571 · Participants: 495Rocky Mountain Atv, Inc. Employee Stock Ownership PlanJacobsen Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 119.739328 · Participants: 605Jacobsen Construction Company, Inc. Employee Stock Ownership PlanFj Management Inc. Employee Stock Ownership Plan, Total assets ($M): 93.831351 · Participants: 28Fj Management Inc. Employee Stock Ownership PlanKenny Seng Construction Employee Stock Ownership Plan, Total assets ($M): 73.805536 · Participants: 170Kenny Seng Construction Employee Stock Ownership Plan
Bgw Architects II, P.C. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants
Compare Bgw Architects II, P.C. Employee Stock Ownership Plan side-by-side with 3 peers →

Bgw Architects II, P.C. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Utah, the nearest ESOP by assets is Eclipse Engineering, Inc. Employee Stock Ownership Plan in CO ($6M); by covered participants it is Clay County Savings Bank Employee Stock Ownership Plan in MO (29 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bgw Architects II, P.C. Employee Stock Ownership Plan assets move in 2024? ▼
Bgw Architects II, P.C. Employee Stock Ownership Plan edged down modestly - down 3.6% during 2024, from $7M to $6M. Reported net income was $444K.
How have Bgw Architects II, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bgw Architects II, P.C.'s sponsor-wide assets declined 7.5%, from $7M to $6M.
Which ESOP plans are similar in size to Bgw Architects II, P.C. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Eclipse Engineering, Inc. Employee Stock Ownership Plan in CO ($6M, 19 participants).
Which ESOP plans cover a similar participant headcount to Bgw Architects II, P.C. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Clay County Savings Bank Employee Stock Ownership Plan in MO (29 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 463732211.

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.