ESOP · DOL Form 5500 · 2024
Engeo Incorporated ESOP
Data updated 2026-07-24
- $75M
- Total assets
- 229
- Participants
- 88th
- Percentile by assets
- $328,630
- Avg per participant
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.
- 88th percentile by assets (of 116,472 plans)
Coverage in California
Engeo Incorporated Employee Stock Ownership Plan covers 229 participants in California, about 36% of the average California filer (state average ~637 per filing). Assets: $75M.
- $75M
- total plan assets (2024 EOY)
- 229
- covered participants
- 88th
- percentile by assets (of 116,472 plans)
- $328,630
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 637 participants across 14,392 plans. Engeo Incorporated Employee Stock Ownership Plan reports 229 participants - about 36% of that state average ($75M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $68M |
|---|---|
| Net Assets (End of Year) | $75M |
| Net Income | $7M |
| Employer EIN | 941748418 |
| Plan Effective Date | 1985-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Engeo Incorporated)
| 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
- Parsons Employee Stock Ownership Plan $5.0B · 8,040
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.5B · 1,998
- Ecc Employee Stock Ownership Plan $632M · 317
- Agron, Inc. Employee Stock Ownership Plan $596M · 68
- Proponent Employee Stock Ownership Plan $543M · 439
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Engeo Incorporated Employee Stock Ownership Plan by total assets, not by location.
- Container and Packaging Employee Stock Ownership Plan and Trust (ID) $75M · 94
- Charles D. Jones & Company, Inc. Employee Stock Ownership Plan (MO) $75M · 168
- Integra Technologies Employee Stock Ownership Plan (KS) $76M · 585
- New England Wire Technologies Corp. Employee Stock Ownership Plan (NH) $74M · 437
Frequently Asked Questions
How did Engeo Incorporated Employee Stock Ownership Plan assets move in 2024? ▼
How have Engeo Incorporated plan assets changed over time? ▼
Where does Engeo Incorporated Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Engeo Incorporated Employee Stock Ownership Plan? ▼
Next read for Engeo Incorporated Employee Stock Owners…
Filing takeaways
Ways to act on Engeo Incorporated Employee Stock Ownership Plan's numbers.
- By total assets, Engeo Incorporated Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Engeo Incorporated's sponsor-wide assets have grown 26.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans
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.