ESOP · DOL Form 5500 · 2024

Quartus Engineering, Inc. ESOP

Data updated 2026-08-25

$24M
Total assets Small plan by assets
177
Participants Small participant base
73rd
Percentile by assets National rank
$134,518
Avg per participant Near avg balance/head
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Official DOL plan name: Quartus Engineering Employee Stock Ownership Plan · Sponsored by Quartus Engineering, Inc. · California · Professional & Technical Services

$24M in assets, 177 participants

Quartus Engineering, Inc.'s Quartus Engineering Employee Stock Ownership Plan reported $24M in total assets and 177 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,748 in Professional & Technical Services (20,173 peers)

Coverage in California

Quartus Engineering Employee Stock Ownership Plan covers 177 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $24M.

#14,748
in Professional & Technical Services (20,173 peers)
-24.6%
assets change YoY

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Quartus Engineering Employee Stock Ownership Plan's outsized position by total assets

Quartus Engineering Employee Stock Ownership Plan vs every filed plan by assets

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

$23,809,610 Top 27% higher than 73% 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

Quartus Engineering 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. Quartus Engineering Employee Stock Ownership Plan sits mid-pack in the medium band (177 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Quartus Engineering Employee Stock Ownership Plan reported net income fell from -$2M in the plan year 2023 filing to -$7M in the plan year 2024 filing.
  • Quartus Engineering Employee Stock Ownership Plan end-of-year assets fell from $32M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Quartus Engineering Employee Stock Ownership Plan reported participants rose from 151 in the plan year 2023 filing to 177 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 330782058 · Quartus Engineering, Inc. PY 2024 · ESOP

Quartus Engineering Employee Stock Ownership Plan · $24M · 177 · 73rd

  • ASSETS $24M
  • ASSETS 177
  • ASSETS 73rd
  • ASSETS ESOP
  • ASSETS near Broulim's Employee Stock Ownership Plan
  • ASSETS ind #14748

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 →

Quartus Engineering Employee Stock Ownership Plan in the asset neighbourhood

D&r Earthmoving Employee Stock Ownership PlanD&r Earthmoving Employee Sto…$24MQuartus Engineering Employee Stock Ownership PlanQuartus Engineering Employee…$24MBroulim's Employee Stock Ownership PlanBroulim's Employee Stock Own…$24MZealandia Holding Company, Inc. Employee Stock Ownership PlanZealandia Holding Company, I…$24MAmusement Group Holdings, Inc. ESOPAmusement Group Holdings, In…$24M
End-of-year total assets ($M) among Quartus Engineering Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$22M
Net Income-$7M
Employer EIN330782058
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Quartus Engineering, Inc.)

Sponsor-wide plan assets over time

All Quartus Engineering, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 0.23584498873721652% vs 2022
2024 filing year
$48M$50M$52M$54M$56M 202220232024 $49.9M $49.7M ▼ -0.2%
Year Plans Participants Total Assets
2022 2 269 $50M
2023 2 319 $54M
2024 2 376 $50M

Nearby ESOP Plans in California

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

Quartus Engineering Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Quartus Engineering Employee Stock Ownership Plan, Total assets ($B): 0.02380961 · Participants: 177Quartus Engineering 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
Quartus Engineering Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Quartus Engineering Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Broulim's Employee Stock Ownership Plan in ID ($24M); by covered participants it is Auto Custom Carpets, Inc. Employee Stock Ownership Plan in AL (177 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (177 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 Quartus Engineering Employee Stock Ownership Plan assets move in 2024? ▼
Quartus Engineering Employee Stock Ownership Plan declined sharply - down 24.6% during 2024, from $32M to $24M. Reported net income was -$7M.
How have Quartus Engineering, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Quartus Engineering, Inc.'s sponsor-wide assets declined 0.2%, from $50M to $50M.
Which ESOP plans are similar in size to Quartus Engineering Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Broulim's Employee Stock Ownership Plan in ID ($24M, 676 participants).
Which ESOP plans cover a similar participant headcount to Quartus Engineering Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Auto Custom Carpets, Inc. Employee Stock Ownership Plan in AL (177 participants, $25M 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 330782058.

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.