Other
2023 plan-year Other DOL Form 5500

QUARTUS ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

QUARTUS ENGIEERING INC

This Other plan holds $32M in total assets and serves 151 participants as of 2023. It is sponsored by QUARTUS ENGIEERING INC in California. The plan reported a net loss of $2M for the year.

Total Assets (2023)
$32M
Participants
151
State
Industry
Professional & Technical Services

What the Filing Says About QUARTUS ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN

QUARTUS ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by QUARTUS ENGIEERING INC, headquartered in California. As of the 2023 Form 5500 filing, the plan reports $32M in total end-of-year assets and covers 151 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 330782058, and the plan has been effective since 2012-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $34M at the beginning of 2023 to $32M at year-end — a decline of 6.2%. Net assets (after liabilities) closed the year at $29M, with reported net income of $-1,577,906 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$34M
Total Assets (End of Year)$32M
Net Assets (End of Year)$29M
Net Income$-1,577,906
Plan TypeOther
Employer EIN330782058
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (QUARTUS ENGIEERING INC)

Year Plans Participants Total Assets
2022 2 269 $50M
2023 2 319 $54M
2024 2 376 $50M

Nearby Other Plans in California

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

Frequently Asked Questions

How much money is in the QUARTUS ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN?
As of the 2023 Form 5500 filing, QUARTUS ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN holds $32M in total assets with 151 participants. It is sponsored by QUARTUS ENGIEERING INC.
What type of plan is QUARTUS ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN?
QUARTUS ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN is a Other plan. It has been effective since 2012-01-01. The plan is filed with the U.S. Department of Labor under EIN 330782058.
Who sponsors the QUARTUS ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN?
QUARTUS ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by QUARTUS ENGIEERING INC, located in California. The sponsor's EIN is 330782058 and the plan operates in the Professional & Technical Services industry.
How did QUARTUS ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN perform in 2023?
QUARTUS ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN declined by 6.2% during 2023, moving from $34M to $32M in total assets. Net income was $-1,577,906.
Where can I find official filings for QUARTUS ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN?
Official Form 5500 filings for QUARTUS ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 330782058 or plan name at efast.dol.gov.
How does QUARTUS ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans?
You can compare QUARTUS ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN against other Other plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 330782058.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.