ESOP · DOL Form 5500 · 2024
Van Boerum & Frank Associates, Inc. ESOP
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 117
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $113,482
- Avg per participant Below avg balance/head
Official DOL plan name: Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan · Sponsored by Van Boerum & Frank Associates, Inc. · Utah · Professional & Technical Services
$13M in assets, 117 participants
Van Boerum & Frank Associates, Inc.'s Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan reported $13M in total assets and 117 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #12,258 in Professional & Technical Services (20,173 peers)
Coverage in Utah
Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan covers 117 participants in Utah, about 20% of the average Utah filer (state average ~592 per filing). Assets: $13M.
- #12,258
- in Professional & Technical Services (20,173 peers)
- -6.5%
- assets change YoY
Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,277,384 Top 38% higher than 62% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Van Boerum & Frank Associates, 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. Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (117 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan reported net income fell from $6M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan reported participants rose from 106 in the plan year 2023 filing to 117 in the plan year 2024 filing.
- Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan end-of-year assets fell from $14M in the plan year 2023 filing to $13M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 870292348 · Van Boerum & Frank Associates, Inc. PY 2024 · ESOP
Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan · $13M · 117 · 62nd
- EIN $13M
- EIN 117
- EIN 62nd
- EIN ESOP
- EIN near Small Mine Development Employee Stock Ownership Plan
- EIN ind #12258
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 →
Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $3M |
| Employer EIN | 870292348 |
| Plan Effective Date | 2018-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Van Boerum & Frank Associates, Inc.)
Sponsor-wide plan assets over time
All Van Boerum & Frank Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 30.557157100154853% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 231 | $18M |
| 2023 | 2 | 239 | $24M |
| 2024 | 2 | 256 | $24M |
Nearby ESOP Plans in Utah
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Whitaker Construction Co., Inc. Employee Stock Ownership Plan $185M · 772
- Rocky Mountain Atv, Inc. Employee Stock Ownership Plan $120M · 495
- Jacobsen Construction Company, Inc. Employee Stock Ownership Plan $120M · 605
- Fj Management Inc. Employee Stock Ownership Plan $94M · 28
- Kenny Seng Construction Employee Stock Ownership Plan $74M · 170
Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Utah, the nearest ESOP by assets is Small Mine Development Employee Stock Ownership Plan in ID ($13M); by covered participants it is Ohnward Bancshares, Inc. Employee Stock Ownership Plan and Trust in IA (117 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (117 participants); asset peers above are excluded.
- Ohnward Bancshares, Inc. Employee Stock Ownership Plan and Trust (IA) 117 · 0 off
- Synergy Global Solutions, Inc. Employee Stock Ownership Plan (NY) 117 · 0 off
- The Motz Corporation Employee Stock Ownership Plan (OH) 117 · 0 off
- Hatfield and Company, Inc. Employee Stock Ownership Plan (TX) 117 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.