ESOP · DOL Form 5500 · 2023

Sera Architects, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
202
Participants Below avg headcount
65th
Percentile by assets National rank
$67,863
Avg per participant Below avg balance/head
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Official DOL plan name: Sera Architects, Inc. Employee Stock Ownership Plan · Sponsored by Sera Architects, Inc. · Oregon · Professional & Technical Services

$14M in assets, 202 participants

Sera Architects, Inc.'s Sera Architects, Inc. Employee Stock Ownership Plan reported $14M in total assets and 202 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #13,120 in Professional & Technical Services (20,321 peers)

Coverage in Oregon

Sera Architects, Inc. Employee Stock Ownership Plan covers 202 participants in Oregon, about 46% of the average Oregon filer (state average ~443 per filing). Assets: $14M.

#13,120
in Professional & Technical Services (20,321 peers)
-37.9%
assets change YoY

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sera Architects, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Sera Architects, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$13,708,233 Top 35% higher than 65% of 127,068 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 2023

Sera Architects, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sera Architects, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (202 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sera Architects, Inc. Employee Stock Ownership Plan reported net income fell from -$4M in the plan year 2022 filing to -$8M in the plan year 2023 filing.
  • Sera Architects, Inc. Employee Stock Ownership Plan end-of-year assets fell from $22M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Sera Architects, Inc. Employee Stock Ownership Plan reported participants fell from 206 in the plan year 2022 filing to 202 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 930723380 · Sera Architects, Inc. PY 2023 · ESOP

Sera Architects, Inc. Employee Stock Ownership Plan · $14M · 202 · 65th

  • VS-ST $14M
  • VS-ST 202
  • VS-ST 65th
  • VS-ST ESOP
  • VS-ST near Technical Assurance Employee Stock Ownership Plan
  • VS-ST ind #13120

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 Oregon →

Sera Architects, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Badger Corrugating Employee Stock Ownership PlanBadger Corrugating Employee …$14MSera Architects, Inc. Employee Stock Ownership PlanSera Architects, Inc. Employ…$14MTechnical Assurance Employee Stock Ownership PlanTechnical Assurance Employee…$14MLyon Services Corporation Employee Stock Ownership PlanLyon Services Corporation Em…$14MStructural Integrity Associates Employee Stock Ownership PlanStructural Integrity Associa…$14M
End-of-year total assets ($M) among Sera Architects, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$14M
Net Income-$8M
Employer EIN930723380
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sera Architects, Inc.)

Sponsor-wide plan assets over time

All Sera Architects, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 25.41591814545733% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $36.8M $27.5M ▼ -25.4%
Year Plans Participants Total Assets
2022 2 370 $37M
2023 2 381 $31M
2024 2 218 $27M

Nearby ESOP Plans in Oregon

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

Sera Architects, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 050100150200250 Total assets ($M) Participants Sera Architects, Inc. Employee Stock Ownership Plan, Total assets ($M): 13.708233 · Participants: 202Sera Architects, Inc. Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 235.753413 · Participants: 580Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 210.231629 · Participants: 1981Bi-Mart Corporation Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 204.304035 · Participants: 71Pacific Industrial Corp. Employee Stock Ownership PlanKey Knife, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.331686 · Participants: 69Key Knife, Inc. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 73.155492 · Participants: 200Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Sera Architects, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Sera Architects, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Sera Architects, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Technical Assurance Employee Stock Ownership Plan in OH ($14M); by covered participants it is Solution Design Group, Inc. Employee Stock Ownership Plan and Trust in MN (202 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (202 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sera Architects, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Sera Architects, Inc. Employee Stock Ownership Plan contracted severely - down 37.9% during 2023, from $22M to $14M. Reported net income was -$8M.
How have Sera Architects, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sera Architects, Inc.'s sponsor-wide assets declined 25.4%, from $37M to $27M.
Which ESOP plans are similar in size to Sera Architects, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Technical Assurance Employee Stock Ownership Plan in OH ($14M, 48 participants).
Which ESOP plans cover a similar participant headcount to Sera Architects, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Solution Design Group, Inc. Employee Stock Ownership Plan and Trust in MN (202 participants, $22M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 930723380.

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.