ESOP · DOL Form 5500 · 2024

Louis a. Roser Company ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
36
Participants Small participant base
47th
Percentile by assets National rank
$186,164
Avg per participant Above avg balance/head
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Official DOL plan name: Louis a. Roser Company Employee Stock Ownership Plan · Sponsored by Louis a. Roser Company · Utah · Construction

$7M in assets, 36 participants

Louis a. Roser Company's Louis a. Roser Company Employee Stock Ownership Plan reported $7M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #4,160 in Construction (9,039 peers)

Louis a. Roser Company multi-year trail

Louis a. Roser Company's plans moved +50.7% in assets from 2022 to 2024; this filing shows Louis a. Roser Company Employee Stock Ownership Plan at $7M / 36 participants.

#4,160
in Construction (9,039 peers)
+25.0%
assets growth YoY

Louis a. Roser Company Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Louis a. Roser Company Employee Stock Ownership Plan vs every filed plan by assets

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

$6,701,914 47th percentile higher than 47% 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

Louis a. Roser Company 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. Louis a. Roser Company Employee Stock Ownership Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Louis a. Roser Company Employee Stock Ownership Plan reported net income rose from $913K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Louis a. Roser Company Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Louis a. Roser Company Employee Stock Ownership Plan reported participants rose from 29 in the plan year 2023 filing to 36 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 870203638 · Louis a. Roser Company PY 2024 · ESOP

Louis a. Roser Company Employee Stock Ownership Plan · $7M · 36 · 47th

  • PART $7M
  • TYPE 36
  • NET 47th
  • BOOK ESOP
  • VS-ST near Digital Assurance Certification Employee Stock Ownership Plan
  • BOY ind #4160

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 Utah →

Louis a. Roser Company Employee Stock Ownership Plan in the asset neighbourhood

Ai Engineers, Inc. Employee Stock Ownership PlanAi Engineers, Inc. Employee …$7MRedshaw Paint Supply, Inc. Employee Stock Ownership PlanRedshaw Paint Supply, Inc. E…$7MLouis a. Roser Company Employee Stock Ownership PlanLouis a. Roser Company Emplo…$7MDigital Assurance Certification Employee Stock Ownership PlanDigital Assurance Certificat…$7MWashington State Bancshares, Inc Employee Stock Ownership PlanWashington State Bancshares,…$7M
End-of-year total assets ($M) among Louis a. Roser Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Louis a. Roser Company multi-year asset trail

Sponsor-wide plan assets over time

All Louis a. Roser Company plans reported in each filing year

Latest sponsor-wide plan assets
$7M 50.68143642486055% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.45M $6.7M ▲ +50.6%
Year Plans Participants Total Assets
2022 1 31 $4M
2023 1 29 $5M
2024 1 36 $7M

Louis a. Roser Company filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN870203638
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Utah

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

Louis a. Roser Company Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants Scatter plot of 6 data points. -20002004006008001000 -50050100150200 Total assets ($M) Participants Louis a. Roser Company Employee Stock Ownership Plan, Total assets ($M): 6.701914 · Participants: 36Louis a. Roser Company Employee Stock Ownership PlanWhitaker Construction Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 185.484245 · Participants: 772Whitaker Construction Co., Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Employee Stock Ownership Plan, Total assets ($M): 119.773571 · Participants: 495Rocky Mountain Atv, Inc. Employee Stock Ownership PlanJacobsen Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 119.739328 · Participants: 605Jacobsen Construction Company, Inc. Employee Stock Ownership PlanFj Management Inc. Employee Stock Ownership Plan, Total assets ($M): 93.831351 · Participants: 28Fj Management Inc. Employee Stock Ownership PlanKenny Seng Construction Employee Stock Ownership Plan, Total assets ($M): 73.805536 · Participants: 170Kenny Seng Construction Employee Stock Ownership Plan
Louis a. Roser Company Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants
Compare Louis a. Roser Company Employee Stock Ownership Plan side-by-side with 3 peers →

Louis a. Roser Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Utah, the nearest ESOP by assets is Digital Assurance Certification Employee Stock Ownership Plan in FL ($7M); by covered participants it is First Harrison Bank Employee Stock Ownership Plan in IN (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Louis a. Roser Company Employee Stock Ownership Plan assets move in 2024? ▼
Louis a. Roser Company Employee Stock Ownership Plan grew sharply - up 25.0% during 2024, from $5M to $7M. Reported net income was $1M.
How have Louis a. Roser Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Louis a. Roser Company's sponsor-wide assets grew 50.7%, from $4M to $7M.
Which ESOP plans are similar in size to Louis a. Roser Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Digital Assurance Certification Employee Stock Ownership Plan in FL ($7M, 27 participants).
Which ESOP plans cover a similar participant headcount to Louis a. Roser Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First Harrison Bank Employee Stock Ownership Plan in IN (36 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 870203638.

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.