ESOP · DOL Form 5500 · 2024

Lundquist Associates, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
27
Participants Small participant base
46th
Percentile by assets National rank
$231,686
Avg per participant Above avg balance/head
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Official DOL plan name: Lundquist Employee Stock Ownership Plan · Sponsored by Lundquist Associates, Inc. · Colorado · Construction

$6M in assets, 27 participants

Lundquist Associates, Inc.'s Lundquist Employee Stock Ownership Plan reported $6M in total assets and 27 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #4,042 in Construction (9,039 peers)

What the 2024 filing shows

Lundquist Employee Stock Ownership Plan holds $6M for 27 participants - about $231,686 per participant, in the lower half of filed plans by assets.

#4,042
in Construction (9,039 peers)
+3.6%
assets growth YoY

Lundquist Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Lundquist Employee Stock Ownership Plan vs every filed plan by assets

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

$6,255,523 46th percentile higher than 46% 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

Lundquist 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. Lundquist Employee Stock Ownership Plan is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lundquist Employee Stock Ownership Plan reported net income rose from $158K in the plan year 2023 filing to $326K in the plan year 2024 filing.
  • Lundquist Employee Stock Ownership Plan reported participants rose from 24 in the plan year 2023 filing to 27 in the plan year 2024 filing.
  • Lundquist Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 840731021 · Lundquist Associates, Inc. PY 2024 · ESOP

Lundquist Employee Stock Ownership Plan · $6M · 27 · 46th

  • IND $6M
  • IND 27
  • IND 46th
  • IND ESOP
  • IND near The American National Bank of Beaver Dam Employee Stock Ownership Plan
  • IND ind #4042

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 →

Lundquist Employee Stock Ownership Plan in the asset neighbourhood

Garden & Valley Isle Seafood, Inc. Employee Stock Ownership PlanGarden & Valley Isle Seafood…$6MLundquist Employee Stock Ownership PlanLundquist Employee Stock Own…$6MThe American National Bank of Beaver Dam Employee Stock Ownership PlanThe American National Bank o…$6MJ & J Amusements, Inc. , an Oregon Corporation Employee Stock Ownership PlanJ & J Amusements, Inc. , an …$6MWrd, Inc. Employee Stock Ownership PlanWrd, Inc. Employee Stock Own…$6M
End-of-year total assets ($M) among Lundquist Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$326K
Employer EIN840731021
Plan Effective Date1998-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lundquist Associates, Inc.)

Sponsor-wide plan assets over time

All Lundquist Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 4.530757964268676% vs 2022
2024 filing year
$5.9M$6M$6.1M$6.2M$6.3M 202220232024 $5.98M $6.26M ▲ +4.7%
Year Plans Participants Total Assets
2022 1 29 $6M
2023 1 24 $6M
2024 1 27 $6M

Nearby ESOP Plans in Colorado

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

Lundquist Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -2000200400600800 Total assets ($M) Participants Lundquist Employee Stock Ownership Plan, Total assets ($M): 6.255523 · Participants: 27Lundquist Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 624.906178 · Participants: 597Alpine Lumber Company Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 341.079585 · Participants: 1027Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 284.259 · Participants: 1205Envision Management Holding, Inc. Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 160.44316 · Participants: 233Brown Strauss, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 107.554924 · Participants: 463Hercules Industries, Inc. Employee Stock Ownership Plan
Lundquist Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Lundquist Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest ESOP by assets is The American National Bank of Beaver Dam Employee Stock Ownership Plan in WI ($6M); by covered participants it is Site Supply Employee Stock Ownership Plan in OH (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Lundquist Employee Stock Ownership Plan assets move in 2024? ▼
Lundquist Employee Stock Ownership Plan edged up modestly - up 3.6% during 2024, from $6M to $6M. Reported net income was $326K.
How have Lundquist Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lundquist Associates, Inc.'s sponsor-wide assets grew 4.5%, from $6M to $6M.
Which ESOP plans are similar in size to Lundquist Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The American National Bank of Beaver Dam Employee Stock Ownership Plan in WI ($6M, 31 participants).
Which ESOP plans cover a similar participant headcount to Lundquist Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Site Supply Employee Stock Ownership Plan in OH (27 participants, $32M 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 840731021.

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.