ESOP · DOL Form 5500 · 2024
Sun Forest Construction, Ltd. ESOP
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 31
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $146,048
- Avg per participant Above avg balance/head
Official DOL plan name: Sun Forest Construction, Ltd. Employee Stock Ownership Plan · Sponsored by Sun Forest Construction, Ltd. · Oregon · Construction
$5M in assets, 31 participants
Sun Forest Construction, Ltd.'s Sun Forest Construction, Ltd. Employee Stock Ownership Plan reported $5M in total assets and 31 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #3,509 in Construction (9,039 peers)
Sun Forest Construction, Ltd. multi-year trail
Sun Forest Construction, Ltd.'s plans moved +32.7% in assets from 2022 to 2024; this filing shows Sun Forest Construction, Ltd. Employee Stock Ownership Plan at $5M / 31 participants.
- #3,509
- in Construction (9,039 peers)
- +14.4%
- assets growth YoY
Sun Forest Construction, Ltd. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers
Sun Forest Construction, Ltd. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,527,499 40th percentile higher than 40% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Sun Forest Construction, Ltd. 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. Sun Forest Construction, Ltd. Employee Stock Ownership Plan is a small filing (31 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sun Forest Construction, Ltd. Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 930782547 · Sun Forest Construction, Ltd. PY 2024 · ESOP
Sun Forest Construction, Ltd. Employee Stock Ownership Plan · $5M · 31 · 40th
- TYPE $5M
- TYPE 31
- TYPE 40th
- TYPE ESOP
- TYPE near Alaska Mining & Diving Supply, Inc. Employee Stock Ownership Plan and Trust
- TYPE ind #3509
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 Oregon →
Sun Forest Construction, Ltd. Employee Stock Ownership Plan in the asset neighbourhood
Sun Forest Construction, Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Sun Forest Construction, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 32.66731542536623% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 29 | $3M |
| 2023 | 1 | 31 | $4M |
| 2024 | 1 | 31 | $5M |
Sun Forest Construction, Ltd. filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $569K |
| Employer EIN | 930782547 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Oregon
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan $315M · 547
- Pacific Industrial Corp. Employee Stock Ownership Plan $251M · 73
- Bi-Mart Corporation Employee Stock Ownership Plan $141M · 2,070
- Northwest Pump & Equipment Co. Employee Stock Ownership Plan $102M · 209
- Northwest Pump & Equipment Co. Employee Stock Ownership Plan $99M · 195
Sun Forest Construction, Ltd. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Oregon, the nearest ESOP by assets is Alaska Mining & Diving Supply, Inc. Employee Stock Ownership Plan and Trust in AK ($5M); by covered participants it is The American National Bank of Beaver Dam Employee Stock Ownership Plan in WI (31 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (31 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.