ESOP · DOL Form 5500 · 2024

Engeo Incorporated ESOP

Data updated 2026-08-25

$75M
Total assets Below avg plan size
229
Participants Below avg headcount
88th
Percentile by assets National rank
$328,630
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Engeo Incorporated Employee Stock Ownership Plan · Sponsored by Engeo Incorporated · California · Professional & Technical Services

$75M in assets, 229 participants

Engeo Incorporated's Engeo Incorporated Employee Stock Ownership Plan reported $75M in total assets and 229 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,011 in Professional & Technical Services (20,173 peers)

Coverage in California

Engeo Incorporated Employee Stock Ownership Plan covers 229 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $75M.

#18,011
in Professional & Technical Services (20,173 peers)
+10.5%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Engeo Incorporated Employee Stock Ownership Plan's outsized position by total assets

Engeo Incorporated Employee Stock Ownership Plan vs every filed plan by assets

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

$75,256,209 Top 12% higher than 88% 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

Engeo Incorporated 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. Engeo Incorporated Employee Stock Ownership Plan sits mid-pack in the medium band (229 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Engeo Incorporated Employee Stock Ownership Plan reported net income rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Engeo Incorporated Employee Stock Ownership Plan end-of-year assets rose from $68M in the plan year 2023 filing to $75M in the plan year 2024 filing.
  • Engeo Incorporated Employee Stock Ownership Plan reported participants fell from 244 in the plan year 2023 filing to 229 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 941748418 · Engeo Incorporated PY 2024 · ESOP

Engeo Incorporated Employee Stock Ownership Plan · $75M · 229 · 88th

  • 5500 $75M
  • ASSETS 229
  • PCT 88th
  • EIN ESOP
  • RANK near Container and Packaging Employee Stock Ownership Plan and Trust
  • PHOTO ind #18011

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 California →

Engeo Incorporated Employee Stock Ownership Plan in the asset neighbourhood

Engeo Incorporated Employee Stock Ownership PlanEngeo Incorporated Employee …$75MContainer and Packaging Employee Stock Ownership Plan and TrustContainer and Packaging Empl…$75MCharles D. Jones & Company, Inc. Employee Stock Ownership PlanCharles D. Jones & Company, …$75MNew England Wire Technologies Corp. Employee Stock Ownership PlanNew England Wire Technologie…$74MFilmrise, Inc. Employee Stock Ownership PlanFilmrise, Inc. Employee Stoc…$74M
End-of-year total assets ($M) among Engeo Incorporated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$75M
Net Income$7M
Employer EIN941748418
Plan Effective Date1985-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Engeo Incorporated)

Sponsor-wide plan assets over time

All Engeo Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$153M 26.538645666134226% vs 2022
2024 filing year
$110M$120M$130M$140M$150M$160M 202220232024 $121M $153M ▲ +26.5%
Year Plans Participants Total Assets
2022 2 467 $121M
2023 2 498 $136M
2024 2 473 $153M

Nearby ESOP Plans in California

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

Engeo Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Engeo Incorporated Employee Stock Ownership Plan, Total assets ($B): 0.075256209 · Participants: 229Engeo Incorporated Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Engeo Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Engeo Incorporated Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Container and Packaging Employee Stock Ownership Plan and Trust in ID ($75M); by covered participants it is Littleton Coin Company Employee Stock Ownership Plan in NH (229 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (229 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 Engeo Incorporated Employee Stock Ownership Plan assets move in 2024? ▼
Engeo Incorporated Employee Stock Ownership Plan grew at a solid clip - up 10.5% during 2024, from $68M to $75M. Reported net income was $7M.
How have Engeo Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Engeo Incorporated's sponsor-wide assets grew 26.5%, from $121M to $153M.
Where does Engeo Incorporated Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Engeo Incorporated Employee Stock Ownership Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Engeo Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Container and Packaging Employee Stock Ownership Plan and Trust in ID ($75M, 94 participants).
Which ESOP plans cover a similar participant headcount to Engeo Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Littleton Coin Company Employee Stock Ownership Plan in NH (229 participants, $4M 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 941748418.

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.