ESOP · DOL Form 5500 · 2024

Energy Laboratories, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
120
Participants Small participant base
49th
Percentile by assets National rank
$59,917
Avg per participant Low balance/head
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Official DOL plan name: Energy Laboratories Employee Stock Ownership Plan · Sponsored by Energy Laboratories, Inc. · Montana · Professional & Technical Services

$7M in assets, 120 participants

Energy Laboratories, Inc.'s Energy Laboratories Employee Stock Ownership Plan reported $7M in total assets and 120 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,468 in Professional & Technical Services (20,173 peers)

Coverage in Montana

Energy Laboratories Employee Stock Ownership Plan covers 120 participants in Montana, about 44% of the average Montana filer (state average ~271 per filing). Assets: $7M.

#9,468
in Professional & Technical Services (20,173 peers)
+28.4%
assets growth YoY

Energy Laboratories Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Energy Laboratories Employee Stock Ownership Plan vs every filed plan by assets

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

$7,189,999 49th percentile higher than 49% 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

Energy Laboratories Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Energy Laboratories Employee Stock Ownership Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Energy Laboratories Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Energy Laboratories Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Energy Laboratories Employee Stock Ownership Plan reported participants rose from 115 in the plan year 2023 filing to 120 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 810243326 · Energy Laboratories, Inc. PY 2024 · ESOP

Energy Laboratories Employee Stock Ownership Plan · $7M · 120 · 49th

  • 5500 $7M
  • 5500 120
  • 5500 49th
  • 5500 ESOP
  • 5500 near Jorgensen & Co. Employee Stock Ownership Plan and Trust
  • 5500 ind #9468

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 Montana →

Energy Laboratories Employee Stock Ownership Plan in the asset neighbourhood

Jorgensen & Co. Employee Stock Ownership Plan and TrustJorgensen & Co. Employee Sto…$7MEnergy Laboratories Employee Stock Ownership PlanEnergy Laboratories Employee…$7MMadison Lumber & Hardware, Inc. Employee Stock Ownership PlanMadison Lumber & Hardware, I…$7MBlocka Construction, Inc. Employee Stock Ownership PlanBlocka Construction, Inc. Em…$7MAndesa Services Inc. Employee Stock Ownership PlanAndesa Services Inc. Employe…$7M
End-of-year total assets ($M) among Energy Laboratories Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Montana filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN810243326
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Energy Laboratories, Inc.)

Sponsor-wide plan assets over time

All Energy Laboratories, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 21.857395084576307% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $12.9M $15.8M ▲ +21.8%
Year Plans Participants Total Assets
2022 2 224 $13M
2023 2 249 $13M
2024 2 257 $16M

Nearby ESOP Plans in Montana

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

Energy Laboratories Employee Stock Ownership Plan vs. nearby ESOP plans in Montana, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600 Total assets ($M) Participants Energy Laboratories Employee Stock Ownership Plan, Total assets ($M): 7.189999 · Participants: 120Energy Laboratories Employee Stock Ownership PlanPacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOP, Total assets ($M): 469.052794 · Participants: 968Pacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOPD.a. Davidson Companies Employee Stock Ownership Plan, Total assets ($M): 175.622889 · Participants: 1519D.a. Davidson Companies Employee Stock Ownership PlanElectrical Consultants, Inc. Employee Stock Ownership Plan, Total assets ($M): 108.549029 · Participants: 822Electrical Consultants, Inc. Employee Stock Ownership PlanSletten, Inc. Employee Stock Ownership Plan, Total assets ($M): 86.70244 · Participants: 339Sletten, Inc. Employee Stock Ownership PlanMorrison-Maierle, Inc. Employee Stock Ownership Plan, Total assets ($M): 77.09406 · Participants: 294Morrison-Maierle, Inc. Employee Stock Ownership Plan
Energy Laboratories Employee Stock Ownership Plan vs. nearby ESOP plans in Montana, assets vs. participants

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

Outside Montana, the nearest ESOP by assets is Jorgensen & Co. Employee Stock Ownership Plan and Trust in CA ($7M); by covered participants it is Sbna Holdings, Inc. Employee Stock Ownership Plan in TX (120 participants). Same-state nearby plans are listed separately above.

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 Energy Laboratories Employee Stock Ownership Plan assets move in 2024?
Energy Laboratories Employee Stock Ownership Plan grew sharply - up 28.4% during 2024, from $6M to $7M. Reported net income was $2M.
How have Energy Laboratories, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Energy Laboratories, Inc.'s sponsor-wide assets grew 21.9%, from $13M to $16M.
Which ESOP plans are similar in size to Energy Laboratories Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Jorgensen & Co. Employee Stock Ownership Plan and Trust in CA ($7M, 141 participants).
Which ESOP plans cover a similar participant headcount to Energy Laboratories Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Sbna Holdings, Inc. Employee Stock Ownership Plan in TX (120 participants, $14M in assets).