ESOP · DOL Form 5500 · 2024

Efh ESOP, Inc. D/B/a Advanced Roofing Technologies ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
24
Participants Small participant base
42nd
Percentile by assets National rank
$209,584
Avg per participant Above avg balance/head
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Official DOL plan name: Efh ESOP, Inc. Employee Stock Ownership Plan · Sponsored by Efh ESOP, Inc. D/B/a Advanced Roofing Technologies · Colorado · Construction

$5M in assets, 24 participants

Efh ESOP, Inc. D/B/a Advanced Roofing Technologies's Efh ESOP, Inc. Employee Stock Ownership Plan reported $5M in total assets and 24 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #3,658 in Construction (9,039 peers)

Efh ESOP, Inc. D/B/a Advanced Roofing Technologies multi-year trail

Efh ESOP, Inc. D/B/a Advanced Roofing Technologies's plans moved +100.4% in assets from 2022 to 2024; this filing shows Efh ESOP, Inc. Employee Stock Ownership Plan at $5M / 24 participants.

#3,658
in Construction (9,039 peers)
+10.1%
assets growth YoY

Efh ESOP, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Efh ESOP, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,030,005 42nd percentile higher than 42% 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

Efh ESOP, Inc. 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. Efh ESOP, Inc. Employee Stock Ownership Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Efh ESOP, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to $547K in the plan year 2024 filing.
  • Efh ESOP, Inc. Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 852223240 · Efh ESOP, Inc. D/B/a Advanced Roofing Technologies PY 2024 · ESOP

Efh ESOP, Inc. Employee Stock Ownership Plan · $5M · 24 · 42nd

  • PART $5M
  • PART 24
  • PART 42nd
  • PART ESOP
  • PART near S.M. Osgood Company Employee Stock Ownership Plan and Trust
  • PART ind #3658

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 →

Efh ESOP, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Efh ESOP, Inc. Employee Stock Ownership PlanEfh ESOP, Inc. Employee Stoc…$5MS.M. Osgood Company Employee Stock Ownership Plan and TrustS.M. Osgood Company Employee…$5MTotal Truck Parts, Inc. Employee Stock Ownership PlanTotal Truck Parts, Inc. Empl…$5MTotal Truck Parts, Inc. Employee Stock Ownership PlanTotal Truck Parts, Inc. Empl…$5MWolverine Plating Corporation Employee Stock Ownership PlanWolverine Plating Corporatio…$5M
End-of-year total assets ($M) among Efh ESOP, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Efh ESOP, Inc. D/B/a Advanced Roofing Technologies multi-year asset trail

Sponsor-wide plan assets over time

All Efh ESOP, Inc. D/B/a Advanced Roofing Technologies plans reported in each filing year

Latest sponsor-wide plan assets
$5M 100.39820637807495% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.51M $5.03M ▲ +100.4%
Year Plans Participants Total Assets
2022 1 30 $3M
2023 1 24 $5M
2024 1 24 $5M

Efh ESOP, Inc. D/B/a Advanced Roofing Technologies filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$1M
Net Income$547K
Employer EIN852223240
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Colorado

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

Efh ESOP, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -2000200400600800 Total assets ($M) Participants Efh ESOP, Inc. Employee Stock Ownership Plan, Total assets ($M): 5.030005 · Participants: 24Efh ESOP, Inc. 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
Efh ESOP, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Efh ESOP, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest ESOP by assets is S.M. Osgood Company Employee Stock Ownership Plan and Trust in MN ($5M); by covered participants it is Southern Rubber Company, Inc. Employee Stock Ownership Plan in NC (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Efh ESOP, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Efh ESOP, Inc. Employee Stock Ownership Plan grew at a solid clip - up 10.1% during 2024, from $5M to $5M. Reported net income was $547K.
How have Efh ESOP, Inc. D/B/a Advanced Roofing Technologies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Efh ESOP, Inc. D/B/a Advanced Roofing Technologies's sponsor-wide assets grew 100.4%, from $3M to $5M.
Which ESOP plans are similar in size to Efh ESOP, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is S.M. Osgood Company Employee Stock Ownership Plan and Trust in MN ($5M, 21 participants).
Which ESOP plans cover a similar participant headcount to Efh ESOP, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Southern Rubber Company, Inc. Employee Stock Ownership Plan in NC (24 participants, N/A 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 852223240.

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.