ESOP · DOL Form 5500 · 2024

Semple Brown Design, P.C. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
27
Participants Small participant base
23rd
Percentile by assets National rank
$37,910
Avg per participant Low balance/head
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Official DOL plan name: Semple Brown Design, P. C. Employee Stock Ownership Plan · Sponsored by Semple Brown Design, P.C. · Colorado · Professional & Technical Services

$1M in assets, 27 participants

Semple Brown Design, P.C.'s Semple Brown Design, P. C. Employee Stock Ownership Plan reported $1M in total assets and 27 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,705 in Professional & Technical Services (20,173 peers)

Semple Brown Design, P.C. multi-year trail

Semple Brown Design, P.C.'s plans moved +17.3% in assets from 2022 to 2024; this filing shows Semple Brown Design, P. C. Employee Stock Ownership Plan at $1M / 27 participants.

#3,705
in Professional & Technical Services (20,173 peers)
-14.8%
assets change YoY

The plan reported a net loss of $27K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Semple Brown Design, P. C. Employee Stock Ownership Plan among the smaller filed plans by assets

Semple Brown Design, P. C. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,023,573 23rd percentile higher than 23% 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

Semple Brown Design, 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. Semple Brown Design, P. C. Employee Stock Ownership Plan is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Semple Brown Design, P. C. Employee Stock Ownership Plan reported net income fell from $175K in the plan year 2023 filing to -$27K in the plan year 2024 filing.
  • Semple Brown Design, P. C. Employee Stock Ownership Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 840928461 · Semple Brown Design, P.C. PY 2024 · ESOP

Semple Brown Design, P. C. Employee Stock Ownership Plan · $1M · 27 · 23rd

  • ASSETS $1M
  • ASSETS 27
  • ASSETS 23rd
  • ASSETS ESOP
  • ASSETS near North Salem State Bank Employee Stock Ownership Plan
  • ASSETS ind #3705

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 →

Semple Brown Design, P. C. Employee Stock Ownership Plan in the asset neighbourhood

Semple Brown Design, P. C. Employee Stock Ownership PlanSemple Brown Design, P. C. E…$1MNorth Salem State Bank Employee Stock Ownership PlanNorth Salem State Bank Emplo…$1MWater Medic of Cape Coral Inc. Employee Stock Ownership PlanWater Medic of Cape Coral In…$1MSacred Wind Employee Stock Ownership PlanSacred Wind Employee Stock O…$1MCouts Heating and Cooling, Inc. Employee Stock Ownership PlanCouts Heating and Cooling, I…$1M
End-of-year total assets ($M) among Semple Brown Design, P. C. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Semple Brown Design, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Semple Brown Design, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 17.25810867625209% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M$1.3M 202220232024 $0.87M $1.02M ▲ +17.2%
Year Plans Participants Total Assets
2022 1 28 $873K
2023 1 27 $1M
2024 1 27 $1M

Semple Brown Design, P.C. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$27K
Employer EIN840928461
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Colorado

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

Semple Brown Design, P. C. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -2000200400600800 Total assets ($M) Participants Semple Brown Design, P. C. Employee Stock Ownership Plan, Total assets ($M): 1.023573 · Participants: 27Semple Brown Design, P. C. Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 624.906178 · Participants: 597Alpine Lumber Company Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 341.079585 · Participants: 1027Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 284.259 · Participants: 1205Envision Management Holding, Inc. Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 160.44316 · Participants: 233Brown Strauss, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 107.554924 · Participants: 463Hercules Industries, Inc. Employee Stock Ownership Plan
Semple Brown Design, P. C. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Semple Brown Design, P. C. Employee Stock Ownership Plan side-by-side with 3 peers →

Semple Brown Design, P. C. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is North Salem State Bank Employee Stock Ownership Plan in IN ($1M); by covered participants it is Site Supply Employee Stock Ownership Plan in OH (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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.

Frequently Asked Questions

How did Semple Brown Design, P. C. Employee Stock Ownership Plan assets move in 2024? ▼
Semple Brown Design, P. C. Employee Stock Ownership Plan pulled back noticeably - down 14.8% during 2024, from $1M to $1M. Reported net income was -$27K.
How have Semple Brown Design, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Semple Brown Design, P.C.'s sponsor-wide assets grew 17.3%, from $873K to $1M.
Where does Semple Brown Design, P. C. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Semple Brown Design, P. C. Employee Stock Ownership Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Semple Brown Design, P. C. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is North Salem State Bank Employee Stock Ownership Plan in IN ($1M, 79 participants).
Which ESOP plans cover a similar participant headcount to Semple Brown Design, P. C. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Site Supply Employee Stock Ownership Plan in OH (27 participants, $32M 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 840928461.

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.