ESOP · DOL Form 5500 · 2023
U.P. Engineers & Architects, Inc. ESOP
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 54
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $153,952
- Avg per participant Above avg balance/head
Official DOL plan name: U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and Trust · Sponsored by U.P. Engineers & Architects, Inc. · Michigan · Professional & Technical Services
$8M in assets, 54 participants
U.P. Engineers & Architects, Inc.'s U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and Trust reported $8M in total assets and 54 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.
- #10,793 in Professional & Technical Services (20,321 peers)
U.P. Engineers & Architects, Inc. multi-year trail
U.P. Engineers & Architects, Inc.'s plans moved +36.0% in assets from 2022 to 2024; this filing shows U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and Trust at $8M / 54 participants.
- #10,793
- in Professional & Technical Services (20,321 peers)
- +15.5%
- assets growth YoY
U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,313,382 Top 45% higher than 55% 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
U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and Trust is a small filing (54 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 53 in the plan year 2022 filing to 54 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 381604519 · U.P. Engineers & Architects, Inc. PY 2023 · ESOP
U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and Trust · $8M · 54 · 55th
- PHOTO $8M
- PHOTO 54
- PHOTO 55th
- PHOTO ESOP
- PHOTO near Lyme Computer Systems Employee Stock Ownership Plan
- PHOTO ind #10793
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 Michigan →
U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
U.P. Engineers & Architects, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All U.P. Engineers & Architects, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 35.99532696520531% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 53 | $7M |
| 2023 | 1 | 54 | $8M |
| 2024 | 1 | 62 | $10M |
U.P. Engineers & Architects, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 381604519 |
| Plan Effective Date | 1994-11-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Michigan
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Mcnaughton-Mckay Electric Company Employee Stock Ownership Plan $1.3B · 1,635
- The Kendall Group Employee Stock Ownership Plan $808M · 1,907
- Project Worldwide, Inc. Employee Stock Ownership Plan $436M · 1,173
- Motor City Electric Co. Employee Stock Ownership Plan $258M · 207
- Lee Contracting, Inc. Employee Stock Ownership Plan $238M · 500
U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Michigan, the nearest ESOP by assets is Lyme Computer Systems Employee Stock Ownership Plan in NH ($8M); by covered participants it is Prolift, Inc. Employee Stock Ownership Plan in NY (54 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (54 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.