ESOP · DOL Form 5500 · 2024
First Liberty Capital Corporation ESOP
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 17
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $348,922
- Avg per participant High balance/head
Official DOL plan name: First Liberty Capital Corporation Employee Stock Ownership Plan · Sponsored by First Liberty Capital Corporation · Colorado · Finance & Insurance
$6M in assets, 17 participants
First Liberty Capital Corporation's First Liberty Capital Corporation Employee Stock Ownership Plan reported $6M in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.
- #2,623 in Finance & Insurance (8,549 peers)
What the 2024 filing shows
First Liberty Capital Corporation Employee Stock Ownership Plan holds $6M for 17 participants - about $348,922 per participant, in the lower half of filed plans by assets.
- #2,623
- in Finance & Insurance (8,549 peers)
- -3.8%
- assets change YoY
The plan reported a net loss of $235K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
First Liberty Capital Corporation Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers
First Liberty Capital Corporation Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,931,672 45th percentile higher than 45% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
First Liberty Capital Corporation 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. First Liberty Capital Corporation Employee Stock Ownership Plan is a small filing (17 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- First Liberty Capital Corporation Employee Stock Ownership Plan reported net income fell from -$88K in the plan year 2023 filing to -$235K in the plan year 2024 filing.
- First Liberty Capital Corporation Employee Stock Ownership Plan reported participants rose from 16 in the plan year 2023 filing to 17 in the plan year 2024 filing.
- First Liberty Capital Corporation Employee Stock Ownership Plan end-of-year assets fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 840818995 · First Liberty Capital Corporation PY 2024 · ESOP
First Liberty Capital Corporation Employee Stock Ownership Plan · $6M · 17 · 45th
- VS-ST $6M
- BOY 17
- SCH 45th
- EBSA ESOP
- PART near Providence Holding, Inc. Employee Stock Ownership Plan
- TYPE ind #2623
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 →
First Liberty Capital Corporation Employee Stock Ownership Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$235K |
| Employer EIN | 840818995 |
| Plan Effective Date | 1969-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (First Liberty Capital Corporation)
Sponsor-wide plan assets over time
All First Liberty Capital Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 5.165777213587049% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 18 | $6M |
| 2023 | 1 | 16 | $6M |
| 2024 | 1 | 17 | $6M |
Nearby ESOP Plans in Colorado
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Alpine Lumber Company Employee Stock Ownership Plan $625M · 597
- Trinidad Benham Corp. Employee Stock Ownership Plan $341M · 1,027
- Envision Management Holding, Inc. Employee Stock Ownership Plan $284M · 1,205
- Brown Strauss, Inc. Employee Stock Ownership Plan $160M · 233
- Hercules Industries, Inc. Employee Stock Ownership Plan $108M · 463
First Liberty Capital Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Colorado, the nearest ESOP by assets is Providence Holding, Inc. Employee Stock Ownership Plan in LA ($6M); by covered participants it is Gaskets, Inc. Employee Stock Ownership Plan in WI (17 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.
- Gaskets, Inc. Employee Stock Ownership Plan (WI) 17 · 0 off
- Bridge Community Bank ESOP (IA) 17 · 0 off
- Paschal Associates Employee Stock Ownership Plan (NC) 17 · 0 off
- Babsco Supply Employee Stock Ownership Plan (IN) 17 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.