ESOP · DOL Form 5500 · 2024

Brown and Caldwell ESOP

Data updated 2026-08-25

$91M
Total assets Below avg plan size
2,256
Participants Above avg headcount
90th
Percentile by assets National rank
$40,142
Avg per participant Low balance/head
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Official DOL plan name: Brown and Caldwell Employee Stock Ownership Plan · Sponsored by Brown and Caldwell · Colorado · Professional & Technical Services

$91M in assets, 2,256 participants

Brown and Caldwell's Brown and Caldwell Employee Stock Ownership Plan reported $91M in total assets and 2,256 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,317 in Professional & Technical Services (20,173 peers)

Coverage in Colorado

Brown and Caldwell Employee Stock Ownership Plan covers 2,256 participants in Colorado, 6.0x the typical Colorado plan (state average ~376 per filing). Assets: $91M.

#18,317
in Professional & Technical Services (20,173 peers)
+19.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Brown and Caldwell Employee Stock Ownership Plan's outsized position by total assets

Brown and Caldwell Employee Stock Ownership Plan vs every filed plan by assets

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

$90,560,856 Top 10% higher than 90% 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

Brown and Caldwell Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brown and Caldwell Employee Stock Ownership Plan lands in the large band (2,256 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brown and Caldwell Employee Stock Ownership Plan end-of-year assets rose from $76M in the plan year 2023 filing to $91M in the plan year 2024 filing.
  • Brown and Caldwell Employee Stock Ownership Plan reported net income fell from $20M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Brown and Caldwell Employee Stock Ownership Plan reported participants rose from 2,070 in the plan year 2023 filing to 2,256 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 941446346 · Brown and Caldwell PY 2024 · ESOP

Brown and Caldwell Employee Stock Ownership Plan · $91M · 2,256 · 90th

  • VS-ST $91M
  • BOY 2,256
  • SCH 90th
  • EBSA ESOP
  • PART near Majors Plastics, Inc. Employee Stock Ownership Plan
  • TYPE ind #18317

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 Colorado →

Brown and Caldwell Employee Stock Ownership Plan in the asset neighbourhood

Acme Group Holding Company, Inc. Employee Stock Ownership Plan and TrustAcme Group Holding Company, …$91MCci Holdings, Inc. Employee Stock Ownership PlanCci Holdings, Inc. Employee …$91MBrown and Caldwell Employee Stock Ownership PlanBrown and Caldwell Employee …$91MMajors Plastics, Inc. Employee Stock Ownership PlanMajors Plastics, Inc. Employ…$91MWeb Industries, Inc. Employee Stock Ownership PlanWeb Industries, Inc. Employe…$90M
End-of-year total assets ($M) among Brown and Caldwell Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$91M
Net Income$17M
Employer EIN941446346
Plan Effective Date1962-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brown and Caldwell)

Sponsor-wide plan assets over time

All Brown and Caldwell plans reported in each filing year

Latest sponsor-wide plan assets
$665M 39.403240831403515% vs 2022
2024 filing year
$400M$500M$600M$700M 202220232024 $477M $665M ▲ +39.4%
Year Plans Participants Total Assets
2022 2 3,758 $477M
2023 2 4,020 $574M
2024 2 4,389 $665M

Nearby ESOP Plans in Colorado

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

Brown and Caldwell Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. 05001000150020002500 0200400600800 Total assets ($M) Participants Brown and Caldwell Employee Stock Ownership Plan, Total assets ($M): 90.560856 · Participants: 2256Brown and Caldwell Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 624.906178 · Participants: 597Alpine Lumber Company Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 341.079585 · Participants: 1027Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 284.259 · Participants: 1205Envision Management Holding, Inc. Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 160.44316 · Participants: 233Brown Strauss, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 107.554924 · Participants: 463Hercules Industries, Inc. Employee Stock Ownership Plan
Brown and Caldwell Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Brown and Caldwell Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest ESOP by assets is Majors Plastics, Inc. Employee Stock Ownership Plan in NE ($91M); by covered participants it is Challenge Mfg. Holdings, Inc. Employee Stock Ownership Plan in MI (2,262 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,256 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 Brown and Caldwell Employee Stock Ownership Plan assets move in 2024? ▼
Brown and Caldwell Employee Stock Ownership Plan grew sharply - up 19.5% during 2024, from $76M to $91M. Reported net income was $17M.
How have Brown and Caldwell plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brown and Caldwell's sponsor-wide assets grew 39.4%, from $477M to $665M.
Where does Brown and Caldwell Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Brown and Caldwell Employee Stock Ownership Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Brown and Caldwell Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Majors Plastics, Inc. Employee Stock Ownership Plan in NE ($91M, 372 participants).
Which ESOP plans cover a similar participant headcount to Brown and Caldwell Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Challenge Mfg. Holdings, Inc. Employee Stock Ownership Plan in MI (2,262 participants, $49M 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 941446346.

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.