ESOP · DOL Form 5500 · 2023

Sweatt Construction, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
88
Participants Small participant base
43rd
Percentile by assets National rank
$52,177
Avg per participant Low balance/head
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Official DOL plan name: Sweatt Construction, Inc. Employee Stock Ownership Plan · Sponsored by Sweatt Construction, Inc. · New Mexico · Construction

$5M in assets, 88 participants

Sweatt Construction, Inc.'s Sweatt Construction, Inc. Employee Stock Ownership Plan reported $5M in total assets and 88 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #3,660 in Construction (9,030 peers)

Sweatt Construction, Inc. multi-year trail

Sweatt Construction, Inc.'s plans moved -57.2% in assets from 2022 to 2024; this filing shows Sweatt Construction, Inc. Employee Stock Ownership Plan at $5M / 88 participants.

#3,660
in Construction (9,030 peers)
-29.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Sweatt Construction, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,591,540 43rd percentile higher than 43% of 127,068 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 2023

Sweatt Construction, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sweatt Construction, Inc. Employee Stock Ownership Plan is a small filing (88 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sweatt Construction, Inc. Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Sweatt Construction, Inc. Employee Stock Ownership Plan end-of-year assets fell from $6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Sweatt Construction, Inc. Employee Stock Ownership Plan reported participants fell from 95 in the plan year 2022 filing to 88 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 850439019 · Sweatt Construction, Inc. PY 2023 · ESOP

Sweatt Construction, Inc. Employee Stock Ownership Plan · $5M · 88 · 43rd

  • BOOK $5M
  • VS-ST 88
  • BOY 43rd
  • SCH ESOP
  • EBSA near Brooks Heating and Air Conditioning Employee Stock Ownership Plan
  • PART ind #3660

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 New Mexico →

Sweatt Construction, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Transamerican Office Furniture, Inc. Employee Stock Ownership PlanTransamerican Office Furnitu…$5MCow Holdings Employee Stock Ownership PlanCow Holdings Employee Stock …$5MSweatt Construction, Inc. Employee Stock Ownership PlanSweatt Construction, Inc. Em…$5MBrooks Heating and Air Conditioning Employee Stock Ownership PlanBrooks Heating and Air Condi…$5MOsborn and Barr Communications, Inc. Employees Stock Ownership PlanOsborn and Barr Communicatio…$5M
End-of-year total assets ($M) among Sweatt Construction, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Sweatt Construction, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sweatt Construction, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 57.22466270427883% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $6.49M $2.77M ▼ -57.3%
Year Plans Participants Total Assets
2022 1 95 $6M
2023 1 88 $5M
2024 1 88 $3M

Sweatt Construction, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income-$2M
Employer EIN850439019
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Mexico

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

Sweatt Construction, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -2000200400600800 Total assets ($M) Participants Sweatt Construction, Inc. Employee Stock Ownership Plan, Total assets ($M): 4.59154 · Participants: 88Sweatt Construction, Inc. Employee Stock Ownership PlanEmployee Stock Ownership Plan of Applied Research Associates, Inc., Total assets ($M): 605.825813 · Participants: 1981Employee Stock Ownership Plan of Applied Research Associates, Inc.Ppic Employee Stock Ownership Plan, Total assets ($M): 58.69174 · Participants: 107Ppic Employee Stock Ownership PlanAzurite Professional Community Employee Stock Ownership Plan, Total assets ($M): 23.538133 · Participants: 259Azurite Professional Community Employee Stock Ownership PlanCitizens Bank Employee Stock Ownership and Retirement Savings Plan, Total assets ($M): 21.320873 · Participants: 101Citizens Bank Employee Stock Ownership and Retirement Savings PlanCommerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan, Total assets ($M): 18.971857 · Participants: 14Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan
Sweatt Construction, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Mexico, assets vs. participants
Compare Sweatt Construction, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New Mexico, the nearest ESOP by assets is Brooks Heating and Air Conditioning Employee Stock Ownership Plan in LA ($5M); by covered participants it is Scheduling Institute, Inc. Employee Stock Ownership Plan in GA (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 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.

Frequently Asked Questions

How did Sweatt Construction, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Sweatt Construction, Inc. Employee Stock Ownership Plan declined sharply - down 29.2% during 2023, from $6M to $5M. Reported net income was -$2M.
How have Sweatt Construction, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sweatt Construction, Inc.'s sponsor-wide assets declined 57.2%, from $6M to $3M.
Which ESOP plans are similar in size to Sweatt Construction, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Brooks Heating and Air Conditioning Employee Stock Ownership Plan in LA ($5M, 25 participants).
Which ESOP plans cover a similar participant headcount to Sweatt Construction, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Scheduling Institute, Inc. Employee Stock Ownership Plan in GA (88 participants, $925K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 850439019.

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.