ESOP · DOL Form 5500 · 2024
Carlson West Povondra Architects, Inc. ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 20
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $81,717
- Avg per participant Below avg balance/head
Official DOL plan name: Carlson West Povondra Architects, Inc. Employee Stock Ownership Plan · Sponsored by Carlson West Povondra Architects, Inc. · Nebraska · Professional & Technical Services
$2M in assets, 20 participants
Carlson West Povondra Architects, Inc.'s Carlson West Povondra Architects, Inc. Employee Stock Ownership Plan reported $2M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.
- #4,612 in Professional & Technical Services (20,173 peers)
2024 asset change
Carlson West Povondra Architects, Inc. Employee Stock Ownership Plan pulled back noticeably 14.4% in 2024 ($2M → $2M) for 20 participants.
- #4,612
- in Professional & Technical Services (20,173 peers)
- -14.4%
- assets change YoY
The plan reported a net loss of $275K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carlson West Povondra Architects, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Carlson West Povondra Architects, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,634,339 27th percentile higher than 27% 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
Carlson West Povondra Architects, Inc. 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. Carlson West Povondra Architects, Inc. Employee Stock Ownership Plan is a small filing (20 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carlson West Povondra Architects, Inc. Employee Stock Ownership Plan reported net income fell from $242K in the plan year 2023 filing to -$275K in the plan year 2024 filing.
- Carlson West Povondra Architects, Inc. Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Carlson West Povondra Architects, Inc. Employee Stock Ownership Plan reported participants rose from 18 in the plan year 2023 filing to 20 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 470708410 · Carlson West Povondra Architects, Inc. PY 2024 · ESOP
Carlson West Povondra Architects, Inc. Employee Stock Ownership Plan · $2M · 20 · 27th
- VS-ST $2M
- VS-ST 20
- VS-ST 27th
- VS-ST ESOP
- VS-ST near Hand Construction Co., Inc. Employee Stock Ownership Plan
- VS-ST ind #4612
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 Nebraska →
Carlson West Povondra Architects, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Carlson West Povondra Architects, Inc. years around the 2024 move
Sponsor-wide plan assets over time
All Carlson West Povondra Architects, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 1.9435626462066808% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $2M |
| 2023 | 1 | 18 | $2M |
| 2024 | 1 | 20 | $2M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$275K |
| Employer EIN | 470708410 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Nebraska
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Commonwealth Holdings, Inc. Employee Stock Ownership Plan $208M · 241
- Builders Supply Co. , Inc. Employee Stock Ownership Plan $124M · 251
- Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan $91M · 62
- Majors Plastics, Inc. Employee Stock Ownership Plan $91M · 372
- Structural Component Systems, Inc. Employee Stock Ownership Plan and Trust $82M · 391
Carlson West Povondra Architects, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Nebraska, the nearest ESOP by assets is Hand Construction Co., Inc. Employee Stock Ownership Plan in LA ($2M); by covered participants it is Standard Golf Company Employee Stock Ownership Plan in IA (20 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (20 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.