ESOP · DOL Form 5500 · 2024

Sweatt Construction, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
88
Participants Small participant base
33rd
Percentile by assets National rank
$31,534
Avg per participant Low balance/head
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Official DOL plan name: Sweatt Construction, Inc. Employee Stock Ownership Plan · Sponsored by Sweatt Construction, Inc. · New Mexico · Construction

$3M in assets, 88 participants

Sweatt Construction, Inc.'s Sweatt Construction, Inc. Employee Stock Ownership Plan reported $3M in total assets and 88 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,871 in Construction (9,039 peers)

Sweatt Construction, Inc. multi-year trail

Sweatt Construction, Inc.'s plans moved -57.2% in assets from 2022 to 2024; this filing shows Sweatt Construction, Inc. Employee Stock Ownership Plan at $3M / 88 participants.

#2,871
in Construction (9,039 peers)
-39.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sweatt Construction, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Sweatt Construction, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,774,979 33rd percentile higher than 33% 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

Sweatt Construction, Inc. 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. Sweatt Construction, Inc. Employee Stock Ownership Plan is a small filing (88 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sweatt Construction, Inc. Employee Stock Ownership Plan end-of-year assets fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Sweatt Construction, Inc. Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2023 filing to -$2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 850439019 · Sweatt Construction, Inc. PY 2024 · ESOP

Sweatt Construction, Inc. Employee Stock Ownership Plan · $3M · 88 · 33rd

  • SCH $3M
  • EBSA 88
  • PART 33rd
  • TYPE ESOP
  • NET near Stockmens Bank Employee Stock Ownership Plan and Trust
  • BOOK ind #2871

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 New Mexico →

Sweatt Construction, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Trial Behavior Consulting, Inc. Employee Stock Ownership PlanTrial Behavior Consulting, I…$3MMifflinburg Bank and Trust Company Employee Stock Ownership PlanMifflinburg Bank and Trust C…$3MWiring.Com, Inc. ESOP and TrustWiring.Com, Inc. ESOP and Tr…$3MSweatt Construction, Inc. Employee Stock Ownership PlanSweatt Construction, Inc. Em…$3MStockmens Bank Employee Stock Ownership Plan and TrustStockmens Bank Employee Stoc…$3M
End-of-year total assets ($M) among Sweatt Construction, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Sweatt Construction, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sweatt Construction, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 57.22466270427883% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $6.49M $2.77M ▼ -57.3%
Year Plans Participants Total Assets
2022 1 95 $6M
2023 1 88 $5M
2024 1 88 $3M

Sweatt Construction, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$3M
Net Income-$2M
Employer EIN850439019
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Mexico

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

Sweatt Construction, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -2000200400600800 Total assets ($M) Participants Sweatt Construction, Inc. Employee Stock Ownership Plan, Total assets ($M): 2.774979 · Participants: 88Sweatt Construction, Inc. Employee Stock Ownership PlanEmployee Stock Ownership Plan of Applied Research Associates, Inc., Total assets ($M): 610.607866 · Participants: 2198Employee Stock Ownership Plan of Applied Research Associates, Inc.Ppic Employee Stock Ownership Plan, Total assets ($M): 49.01038 · Participants: 111Ppic Employee Stock Ownership PlanCommerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan, Total assets ($M): 27.569071 · Participants: 18Commerce Bancshares of Roswell, Inc. Employee Stock Ownership PlanCitizens Bank Employee Stock Ownership and Retirement Savings Plan, Total assets ($M): 23.962536 · Participants: 90Citizens Bank Employee Stock Ownership and Retirement Savings PlanJack B. Henderson Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 21.609312 · Participants: 118Jack B. Henderson Construction Company, Inc. Employee Stock Ownership Plan
Sweatt Construction, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Mexico, assets vs. participants
Compare Sweatt Construction, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New Mexico, the nearest ESOP by assets is Stockmens Bank Employee Stock Ownership Plan and Trust in CO ($3M); by covered participants it is Lake Elmo Bank Employee Stock Ownership Plan in MN (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 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 Sweatt Construction, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Sweatt Construction, Inc. Employee Stock Ownership Plan contracted severely - down 39.6% during 2024, from $5M to $3M. Reported net income was -$2M.
How have Sweatt Construction, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sweatt Construction, Inc.'s sponsor-wide assets declined 57.2%, from $6M to $3M.
Which ESOP plans are similar in size to Sweatt Construction, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Stockmens Bank Employee Stock Ownership Plan and Trust in CO ($3M, 89 participants).
Which ESOP plans cover a similar participant headcount to Sweatt Construction, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Lake Elmo Bank Employee Stock Ownership Plan in MN (88 participants, $10M 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 850439019.

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.