ESOP · DOL Form 5500 · 2024

Sera Architects, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
113
Participants Small participant base
57th
Percentile by assets National rank
$92,577
Avg per participant Below avg balance/head
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Official DOL plan name: Sera Architects, Inc. Employee Stock Ownership Plan · Sponsored by Sera Architects, Inc. · Oregon · Professional & Technical Services

$10M in assets, 113 participants

Sera Architects, Inc.'s Sera Architects, Inc. Employee Stock Ownership Plan reported $10M in total assets and 113 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,088 in Professional & Technical Services (20,173 peers)

Coverage in Oregon

Sera Architects, Inc. Employee Stock Ownership Plan covers 113 participants in Oregon, about 25% of the average Oregon filer (state average ~443 per filing). Assets: $10M.

#11,088
in Professional & Technical Services (20,173 peers)
-23.7%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sera Architects, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Sera Architects, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$10,461,179 Top 43% higher than 57% 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

Sera Architects, Inc. 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. Sera Architects, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sera Architects, Inc. Employee Stock Ownership Plan reported net income rose from -$8M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Sera Architects, Inc. Employee Stock Ownership Plan reported participants fell from 202 in the plan year 2023 filing to 113 in the plan year 2024 filing.
  • Sera Architects, Inc. Employee Stock Ownership Plan end-of-year assets fell from $14M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 930723380 · Sera Architects, Inc. PY 2024 · ESOP

Sera Architects, Inc. Employee Stock Ownership Plan · $10M · 113 · 57th

  • EIN $10M
  • EIN 113
  • EIN 57th
  • EIN ESOP
  • EIN near Foundation Constructors, Inc. Employee Stock Ownership Plan
  • EIN ind #11088

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 Oregon →

Sera Architects, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Foundation Constructors, Inc. Employee Stock Ownership PlanFoundation Constructors, Inc…$10MSera Architects, Inc. Employee Stock Ownership PlanSera Architects, Inc. Employ…$10MDirect Path Corporation Employee Stock Ownership PlanDirect Path Corporation Empl…$10MGt Distributors, Inc. Employee Stock Ownership PlanGt Distributors, Inc. Employ…$10MAres Holding Corporation Employee Stock Ownership PlanAres Holding Corporation Emp…$10M
End-of-year total assets ($M) among Sera Architects, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$10M
Net Income-$3M
Employer EIN930723380
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sera Architects, Inc.)

Sponsor-wide plan assets over time

All Sera Architects, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 25.41591814545733% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $36.8M $27.5M ▼ -25.4%
Year Plans Participants Total Assets
2022 2 370 $37M
2023 2 381 $31M
2024 2 218 $27M

Nearby ESOP Plans in Oregon

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

Sera Architects, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300400 Total assets ($M) Participants Sera Architects, Inc. Employee Stock Ownership Plan, Total assets ($M): 10.461179 · Participants: 113Sera Architects, Inc. Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 314.921616 · Participants: 547Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 250.955816 · Participants: 73Pacific Industrial Corp. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 141.187313 · Participants: 2070Bi-Mart Corporation Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 101.669374 · Participants: 209Northwest Pump & Equipment Co. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 99.362878 · Participants: 195Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Sera Architects, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Sera Architects, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Sera Architects, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Foundation Constructors, Inc. Employee Stock Ownership Plan in CA ($10M); by covered participants it is Multi Image Group, Inc. Employee Stock Ownership Plan in FL (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Sera Architects, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Sera Architects, Inc. Employee Stock Ownership Plan declined sharply - down 23.7% during 2024, from $14M to $10M. Reported net income was -$3M.
How have Sera Architects, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sera Architects, Inc.'s sponsor-wide assets declined 25.4%, from $37M to $27M.
Which ESOP plans are similar in size to Sera Architects, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Foundation Constructors, Inc. Employee Stock Ownership Plan in CA ($10M, 21 participants).
Which ESOP plans cover a similar participant headcount to Sera Architects, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Multi Image Group, Inc. Employee Stock Ownership Plan in FL (113 participants, $1M 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 930723380.

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.