ESOP · DOL Form 5500 · 2024

Interwest Associates, Inc ESOP

Data updated 2026-08-25

$447K
Total assets Small plan by assets
15
Participants Small participant base
17th
Percentile by assets National rank
$29,778
Avg per participant Low balance/head
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Official DOL plan name: Interwest Construction Employee Stock Ownership Plan · Sponsored by Interwest Associates, Inc · Utah · Construction

$447K in assets, 15 participants

Interwest Associates, Inc's Interwest Construction Employee Stock Ownership Plan reported $447K in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 17th 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.

  • #1,470 in Construction (9,039 peers)

Interwest Associates, Inc multi-year trail

Interwest Associates, Inc's plans moved -63.2% in assets from 2022 to 2024; this filing shows Interwest Construction Employee Stock Ownership Plan at $447K / 15 participants.

#1,470
in Construction (9,039 peers)
-59.5%
assets change YoY

The plan reported a net loss of $656K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Interwest Construction Employee Stock Ownership Plan among the smaller filed plans by assets

Interwest Construction Employee Stock Ownership Plan vs every filed plan by assets

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

$446,663 17th percentile higher than 17% 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

Interwest Construction 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. Interwest Construction Employee Stock Ownership Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Interwest Construction Employee Stock Ownership Plan reported net income fell from -$112K in the plan year 2023 filing to -$656K in the plan year 2024 filing.
  • Interwest Construction Employee Stock Ownership Plan end-of-year assets fell from $1M in the plan year 2023 filing to $447K in the plan year 2024 filing.
  • Interwest Construction Employee Stock Ownership Plan reported participants rose from N/A in the plan year 2023 filing to 15 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 870330102 · Interwest Associates, Inc PY 2024 · ESOP

Interwest Construction Employee Stock Ownership Plan · $447K · 15 · 17th

  • PHOTO $447K
  • PHOTO 15
  • PHOTO 17th
  • PHOTO ESOP
  • PHOTO near Medical Justice Services Employee Stock Ownership Plan
  • PHOTO ind #1470

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 →

Interwest Construction Employee Stock Ownership Plan in the asset neighbourhood

Interwest Construction Employee Stock Ownership PlanInterwest Construction Emplo…$447KMedical Justice Services Employee Stock Ownership PlanMedical Justice Services Emp…$447KSpawn Ideas Inc. Employee Stock Ownership PlanSpawn Ideas Inc. Employee St…$450KAspirant, Inc. Employee Stock Ownership PlanAspirant, Inc. Employee Stoc…$450KWebit Services, Inc. Employee Stock Ownership PlanWebit Services, Inc. Employe…$443K
End-of-year total assets ($M) among Interwest Construction Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Interwest Associates, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Interwest Associates, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$447K 63.226868755891644% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $1.21M $0.45M ▼ -62.8%
Year Plans Participants Total Assets
2022 1 N/A $1M
2023 1 N/A $1M
2024 1 15 $447K

Interwest Associates, Inc filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$447K
Net Income-$656K
Employer EIN870330102
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Utah

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

Interwest Construction Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants Scatter plot of 6 data points. -20002004006008001000 -50050100150200 Total assets ($M) Participants Interwest Construction Employee Stock Ownership Plan, Total assets ($M): 0.446663 · Participants: 15Interwest Construction 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
Interwest Construction Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants
Compare Interwest Construction Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Utah, the nearest ESOP by assets is Medical Justice Services Employee Stock Ownership Plan in NC ($447K); by covered participants it is Battery-Biz Employee Stock Ownership Plan in CA (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Interwest Construction Employee Stock Ownership Plan assets move in 2024? ▼
Interwest Construction Employee Stock Ownership Plan contracted severely - down 59.5% during 2024, from $1M to $447K. Reported net income was -$656K.
How have Interwest Associates, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Interwest Associates, Inc's sponsor-wide assets declined 63.2%, from $1M to $447K.
Where does Interwest Construction Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Interwest Construction Employee Stock Ownership Plan ranks in the 17th 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 Interwest Construction Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Medical Justice Services Employee Stock Ownership Plan in NC ($447K, 10 participants).
Which ESOP plans cover a similar participant headcount to Interwest Construction Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Battery-Biz Employee Stock Ownership Plan in CA (15 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 870330102.

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.