ESOP · DOL Form 5500 · 2023
Sera Architects, Inc. ESOP
Data updated 2026-08-11
- $14M
- Total assets
- 202
- Participants
- 65th
- Percentile by assets
- $67,863
- Avg per participant
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.
- 65th percentile by assets (of 127,072 plans)
- #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.
- $14M
- total plan assets (2023 EOY)
- 202
- covered participants
- 65th
- percentile by assets (of 127,072 plans)
- $67,863
- avg assets per participant
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.
Where Sera Architects, Inc. Employee Stock Ownership Plan sits by total assets
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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
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.
Participants vs Oregon filers
In Oregon, the average filing covers about 443 participants across 1,736 plans. Sera Architects, Inc. Employee Stock Ownership Plan reports 202 participants - about 46% of that state average ($14M EOY assets).
Oregon filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$8M |
| Employer EIN | 930723380 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sera Architects, Inc.)
| 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
- Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan $236M · 580
- Bi-Mart Corporation Employee Stock Ownership Plan $210M · 1,981
- Pacific Industrial Corp. Employee Stock Ownership Plan $204M · 71
- Key Knife, Inc. Employee Stock Ownership Plan $168M · 69
- Northwest Pump & Equipment Co. Employee Stock Ownership Plan $73M · 200
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Sera Architects, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Sera Architects, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
How have Sera Architects, Inc. plan assets changed over time? ▼
Which ESOP plans are similar in size to Sera Architects, Inc. Employee Stock Ownership Plan? ▼
Next read for Sera Architects, Inc. Employee Stock Own…
Filing takeaways
Ways to act on Sera Architects, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Sera Architects, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Oregon. Compare plans
- Sera Architects, Inc.'s sponsor-wide assets have declined 25.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans