ESOP · DOL Form 5500 · 2024

Engineering Economics, Inc. ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
57
Participants Small participant base
64th
Percentile by assets National rank
$256,719
Avg per participant Above avg balance/head
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Official DOL plan name: Eei Employee Stock Ownership Plan · Sponsored by Engineering Economics, Inc. · Colorado · Professional & Technical Services

$15M in assets, 57 participants

Engineering Economics, Inc.'s Eei Employee Stock Ownership Plan reported $15M in total assets and 57 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,700 in Professional & Technical Services (20,173 peers)

Engineering Economics, Inc. multi-year trail

Engineering Economics, Inc.'s plans moved +41.5% in assets from 2022 to 2024; this filing shows Eei Employee Stock Ownership Plan at $15M / 57 participants.

#12,700
in Professional & Technical Services (20,173 peers)
+89.0%
assets growth YoY

Eei Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Eei Employee Stock Ownership Plan vs every filed plan by assets

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

$14,632,964 Top 36% higher than 64% 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

Eei 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. Eei Employee Stock Ownership Plan is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Eei Employee Stock Ownership Plan reported net income rose from -$18K in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Eei Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Eei Employee Stock Ownership Plan reported participants fell from 59 in the plan year 2023 filing to 57 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 840942005 · Engineering Economics, Inc. PY 2024 · ESOP

Eei Employee Stock Ownership Plan · $15M · 57 · 64th

  • ASSETS $15M
  • ASSETS 57
  • ASSETS 64th
  • ASSETS ESOP
  • ASSETS near Park Engineering Employee Stock Ownership Plan
  • ASSETS ind #12700

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 →

Eei Employee Stock Ownership Plan in the asset neighbourhood

Heartland Companies, Inc. Employee Stock Ownership PlanHeartland Companies, Inc. Em…$15MW.M. Kelley Company, Inc. Employee Stock Ownership PlanW.M. Kelley Company, Inc. Em…$15MPark Engineering Employee Stock Ownership PlanPark Engineering Employee St…$15MEei Employee Stock Ownership PlanEei Employee Stock Ownership…$15MNagle Paving Company Employee Stock Ownership PlanNagle Paving Company Employe…$15M
End-of-year total assets ($M) among Eei Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Engineering Economics, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Engineering Economics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 41.45051736707499% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.3M $34.4M ▲ +41.5%
Year Plans Participants Total Assets
2022 2 131 $24M
2023 2 128 $25M
2024 2 133 $34M

Engineering Economics, Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$8M
Employer EIN840942005
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Colorado

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

Eei Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -2000200400600800 Total assets ($M) Participants Eei Employee Stock Ownership Plan, Total assets ($M): 14.632964 · Participants: 57Eei 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
Eei Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Eei Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest ESOP by assets is Park Engineering Employee Stock Ownership Plan in HI ($15M); by covered participants it is Ma Bank Employee Stock Ownership Plan in MO (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Eei Employee Stock Ownership Plan assets move in 2024? ▼
Eei Employee Stock Ownership Plan surged - up 89.0% during 2024, from $8M to $15M. Reported net income was $8M.
How have Engineering Economics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Engineering Economics, Inc.'s sponsor-wide assets grew 41.5%, from $24M to $34M.
Which ESOP plans are similar in size to Eei Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Park Engineering Employee Stock Ownership Plan in HI ($15M, 32 participants).
Which ESOP plans cover a similar participant headcount to Eei Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ma Bank Employee Stock Ownership Plan in MO (57 participants, $3M 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 840942005.

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.