ESOP · DOL Form 5500 · 2024

Island Excavating, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
14
Participants Small participant base
34th
Percentile by assets National rank
$214,249
Avg per participant Above avg balance/head
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Official DOL plan name: Island Excavating Employee Stock Ownership Plan · Sponsored by Island Excavating, Inc. · Washington · Construction

$3M in assets, 14 participants

Island Excavating, Inc.'s Island Excavating Employee Stock Ownership Plan reported $3M in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,959 in Construction (9,039 peers)

Island Excavating, Inc. multi-year trail

Island Excavating, Inc.'s plans moved +10.7% in assets from 2022 to 2024; this filing shows Island Excavating Employee Stock Ownership Plan at $3M / 14 participants.

#2,959
in Construction (9,039 peers)
+2.1%
assets growth YoY

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

Island Excavating Employee Stock Ownership Plan vs every filed plan by assets

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

$2,999,486 34th percentile higher than 34% 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

Island Excavating 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. Island Excavating Employee Stock Ownership Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Island Excavating Employee Stock Ownership Plan reported net income fell from $228K in the plan year 2023 filing to $62K in the plan year 2024 filing.
  • Island Excavating Employee Stock Ownership Plan reported participants rose from 12 in the plan year 2023 filing to 14 in the plan year 2024 filing.
  • Island Excavating Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 911358023 · Island Excavating, Inc. PY 2024 · ESOP

Island Excavating Employee Stock Ownership Plan · $3M · 14 · 34th

  • IND $3M
  • EOY 14
  • 5500 34th
  • ASSETS ESOP
  • PCT near Atlantic Farms Employee Stock Ownership Plan
  • EIN ind #2959

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 Washington →

Island Excavating Employee Stock Ownership Plan in the asset neighbourhood

Island Excavating Employee Stock Ownership PlanIsland Excavating Employee S…$3MAtlantic Farms Employee Stock Ownership PlanAtlantic Farms Employee Stoc…$3MQualityhub, Inc. Employee Stock Ownership PlanQualityhub, Inc. Employee St…$3MLytle Signs, Inc. Employee Stock Ownership PlanLytle Signs, Inc. Employee S…$3MInternational Data Group, Inc. Employee Stock Ownership PlanInternational Data Group, In…$3M
End-of-year total assets ($M) among Island Excavating Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Island Excavating, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Island Excavating, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 10.710042420285259% vs 2022
2024 filing year
$2.6M$2.7M$2.8M$2.9M$3M$3.1M 202220232024 $2.71M $3M ▲ +10.7%
Year Plans Participants Total Assets
2022 1 16 $3M
2023 1 12 $3M
2024 1 14 $3M

Island Excavating, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$62K
Employer EIN911358023
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Washington

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

Island Excavating Employee Stock Ownership Plan vs. nearby ESOP plans in Washington, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -101234 Total assets ($B) Participants Island Excavating Employee Stock Ownership Plan, Total assets ($B): 0.002999486 · Participants: 14Island Excavating Employee Stock Ownership PlanSchweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.162915985 · Participants: 4281Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership PlanTriple B Corporation Employee Stock Ownership Plan, Total assets ($B): 0.30805532 · Participants: 1238Triple B Corporation Employee Stock Ownership PlanManson Construction Co. Non-Craft Employee Stock Ownership Plan, Total assets ($B): 0.207396855 · Participants: 291Manson Construction Co. Non-Craft Employee Stock Ownership PlanParametrix, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.159192217 · Participants: 737Parametrix, Inc. Employee Stock Ownership PlanThe Plexsys Interface Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.097195017 · Participants: 184The Plexsys Interface Products, Inc. Employee Stock Ownership Plan
Island Excavating Employee Stock Ownership Plan vs. nearby ESOP plans in Washington, assets vs. participants
Compare Island Excavating Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Washington, the nearest ESOP by assets is Atlantic Farms Employee Stock Ownership Plan in ME ($3M); by covered participants it is Foods for Living, Inc. Employee Stock Ownership Plan and Trust in MI (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Island Excavating Employee Stock Ownership Plan assets move in 2024? ▼
Island Excavating Employee Stock Ownership Plan edged up modestly - up 2.1% during 2024, from $3M to $3M. Reported net income was $62K.
How have Island Excavating, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Island Excavating, Inc.'s sponsor-wide assets grew 10.7%, from $3M to $3M.
Which ESOP plans are similar in size to Island Excavating Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Atlantic Farms Employee Stock Ownership Plan in ME ($3M, 14 participants).
Which ESOP plans cover a similar participant headcount to Island Excavating Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Foods for Living, Inc. Employee Stock Ownership Plan and Trust in MI (14 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 911358023.

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.