ESOP · DOL Form 5500 · 2024

Flatirons Bank ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
18
Participants Small participant base
28th
Percentile by assets National rank
$92,326
Avg per participant Below avg balance/head
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Official DOL plan name: Flatirons Bank Employee Stock Ownership Plan and Trust · Sponsored by Flatirons Bank · Colorado · Finance & Insurance

$2M in assets, 18 participants

Flatirons Bank's Flatirons Bank Employee Stock Ownership Plan and Trust reported $2M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,455 in Finance & Insurance (8,549 peers)

Flatirons Bank multi-year trail

Flatirons Bank's plans moved -25.7% in assets from 2022 to 2024; this filing shows Flatirons Bank Employee Stock Ownership Plan and Trust at $2M / 18 participants.

#1,455
in Finance & Insurance (8,549 peers)
-31.9%
assets change YoY

The plan reported a net loss of $777K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Flatirons Bank Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Flatirons Bank Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$1,661,874 28th percentile higher than 28% 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

Flatirons Bank Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Flatirons Bank Employee Stock Ownership Plan and Trust is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Flatirons Bank Employee Stock Ownership Plan and Trust reported net income fell from $201K in the plan year 2023 filing to -$777K in the plan year 2024 filing.
  • Flatirons Bank Employee Stock Ownership Plan and Trust end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 841563906 · Flatirons Bank PY 2024 · ESOP

Flatirons Bank Employee Stock Ownership Plan and Trust · $2M · 18 · 28th

  • EOY $2M
  • 5500 18
  • ASSETS 28th
  • PCT ESOP
  • EIN near Jrma Employee Stock Ownership Plan
  • RANK ind #1455

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 →

Flatirons Bank Employee Stock Ownership Plan and Trust in the asset neighbourhood

Flatirons Bank Employee Stock Ownership Plan and TrustFlatirons Bank Employee Stoc…$2MJrma Employee Stock Ownership PlanJrma Employee Stock Ownershi…$2MWillbrook Solutions, Inc. Employee Stock Ownership PlanWillbrook Solutions, Inc. Em…$2MExpresscare Employee Stock Ownership PlanExpresscare Employee Stock O…$2MAtec Employee Stock Ownership PlanAtec Employee Stock Ownershi…$2M
End-of-year total assets ($M) among Flatirons Bank Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Flatirons Bank multi-year asset trail

Sponsor-wide plan assets over time

All Flatirons Bank plans reported in each filing year

Latest sponsor-wide plan assets
$2M 25.739378183238347% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2.24M $1.66M ▼ -25.9%
Year Plans Participants Total Assets
2022 1 21 $2M
2023 1 18 $2M
2024 1 18 $2M

Flatirons Bank filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$777K
Employer EIN841563906
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.

Flatirons Bank Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -2000200400600800 Total assets ($M) Participants Flatirons Bank Employee Stock Ownership Plan and Trust, Total assets ($M): 1.661874 · Participants: 18Flatirons Bank Employee Stock Ownership Plan and TrustAlpine 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
Flatirons Bank Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Flatirons Bank Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Colorado, the nearest ESOP by assets is Jrma Employee Stock Ownership Plan in CA ($2M); by covered participants it is Aga Distribution Specialists, Inc. Employee Stock Ownership Plan in OR (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Flatirons Bank Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Flatirons Bank Employee Stock Ownership Plan and Trust contracted severely - down 31.9% during 2024, from $2M to $2M. Reported net income was -$777K.
How have Flatirons Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Flatirons Bank's sponsor-wide assets declined 25.7%, from $2M to $2M.
Which ESOP plans are similar in size to Flatirons Bank Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Jrma Employee Stock Ownership Plan in CA ($2M, 72 participants).
Which ESOP plans cover a similar participant headcount to Flatirons Bank Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Aga Distribution Specialists, Inc. Employee Stock Ownership Plan in OR (18 participants, $2M 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 841563906.

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.