ESOP · DOL Form 5500 · 2024

Elward Systems Corporation ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
40
Participants Small participant base
31st
Percentile by assets National rank
$55,772
Avg per participant Low balance/head
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Official DOL plan name: Elward ESOP Plan & Trust · Sponsored by Elward Systems Corporation · Colorado · Construction

$2M in assets, 40 participants

Elward Systems Corporation's Elward ESOP Plan & Trust reported $2M in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,629 in Construction (9,039 peers)

Elward Systems Corporation multi-year trail

Elward Systems Corporation's plans moved -44.5% in assets from 2022 to 2024; this filing shows Elward ESOP Plan & Trust at $2M / 40 participants.

#2,629
in Construction (9,039 peers)
-43.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Elward ESOP Plan & Trust among the smaller filed plans by assets

Elward ESOP Plan & Trust vs every filed plan by assets

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

$2,230,866 31st percentile higher than 31% 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

Elward ESOP Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Elward ESOP Plan & Trust is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Elward ESOP Plan & Trust reported net income fell from $445K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Elward ESOP Plan & Trust end-of-year assets fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Elward ESOP Plan & Trust reported participants rose from 39 in the plan year 2023 filing to 40 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 841175075 · Elward Systems Corporation PY 2024 · ESOP

Elward ESOP Plan & Trust · $2M · 40 · 31st

  • PART $2M
  • PART 40
  • PART 31st
  • PART ESOP
  • PART near Eichelbergers Inc. Employee Stock Ownership Plan
  • PART ind #2629

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 Colorado →

Elward ESOP Plan & Trust in the asset neighbourhood

Elward ESOP Plan & Trust$2MEichelbergers Inc. Employee Stock Ownership PlanEichelbergers Inc. Employee …$2MOxford Construction Company Employee Stock Ownership PlanOxford Construction Company …$2MNaylor Pipe Company Salaried Employees' Stock Ownership PlanNaylor Pipe Company Salaried…$2MKatahdin Trust Company Employee Stock Ownership PlanKatahdin Trust Company Emplo…$2M
End-of-year total assets ($M) among Elward ESOP Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Elward Systems Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Elward Systems Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$2M 44.468440696648045% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $4.02M $2.23M ▼ -44.5%
Year Plans Participants Total Assets
2022 1 39 $4M
2023 1 39 $4M
2024 1 40 $2M

Elward Systems Corporation filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$266K
Net Income-$2M
Employer EIN841175075
Plan Effective Date2002-12-31
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Colorado

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

Elward ESOP Plan & Trust vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -2000200400600800 Total assets ($M) Participants Elward ESOP Plan & Trust, Total assets ($M): 2.230866 · Participants: 40Elward ESOP Plan & TrustAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 624.906178 · Participants: 597Alpine Lumber Company Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 341.079585 · Participants: 1027Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 284.259 · Participants: 1205Envision Management Holding, Inc. Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 160.44316 · Participants: 233Brown Strauss, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 107.554924 · Participants: 463Hercules Industries, Inc. Employee Stock Ownership Plan
Elward ESOP Plan & Trust vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Elward ESOP Plan & Trust side-by-side with 3 peers →

Elward ESOP Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is Eichelbergers Inc. Employee Stock Ownership Plan in PA ($2M); by covered participants it is Spencer County Bank Employees' Stock Ownership Plan & Trust in IN (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Elward ESOP Plan & Trust assets move in 2024? ▼
Elward ESOP Plan & Trust contracted severely - down 43.6% during 2024, from $4M to $2M. Reported net income was -$2M.
How have Elward Systems Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elward Systems Corporation's sponsor-wide assets declined 44.5%, from $4M to $2M.
Which ESOP plans are similar in size to Elward ESOP Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Eichelbergers Inc. Employee Stock Ownership Plan in PA ($2M, 50 participants).
Which ESOP plans cover a similar participant headcount to Elward ESOP Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Spencer County Bank Employees' Stock Ownership Plan & Trust in IN (40 participants, $2M 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 841175075.

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.