ESOP · DOL Form 5500 · 2024
Brown and Caldwell ESOP
Data updated 2026-08-11
- $91M
- Total assets
- 2,256
- Participants
- 90th
- Percentile by assets
- $40,142
- Avg per participant
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.
- 90th percentile by assets (of 123,622 plans)
- #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.
- $91M
- total plan assets (2024 EOY)
- 2,256
- covered participants
- 90th
- percentile by assets (of 123,622 plans)
- $40,142
- avg assets per participant
Where Brown and Caldwell Employee Stock Ownership Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
Participants vs Colorado filers
In Colorado, the average filing covers about 376 participants across 2,719 plans. Brown and Caldwell Employee Stock Ownership Plan reports 2,256 participants - 6.0x that state average ($91M EOY assets).
Colorado filing particulars
| Total Assets (Beginning of Year) | $76M |
|---|---|
| Net Assets (End of Year) | $91M |
| Net Income | $17M |
| Employer EIN | 941446346 |
| Plan Effective Date | 1962-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brown and Caldwell)
| 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
- Alpine Lumber Company Employee Stock Ownership Plan $625M · 597
- Trinidad Benham Corp. Employee Stock Ownership Plan $341M · 1,027
- Envision Management Holding, Inc. Employee Stock Ownership Plan $284M · 1,205
- Brown Strauss, Inc. Employee Stock Ownership Plan $160M · 233
- Hercules Industries, Inc. Employee Stock Ownership Plan $108M · 463
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Brown and Caldwell Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Brown and Caldwell Employee Stock Ownership Plan assets move in 2024? ▼
How have Brown and Caldwell plan assets changed over time? ▼
Where does Brown and Caldwell Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Brown and Caldwell Employee Stock Ownership Plan? ▼
Next read for Brown and Caldwell Employee Stock Owners…
Filing takeaways
Ways to act on Brown and Caldwell Employee Stock Ownership Plan's numbers.
- By total assets, Brown and Caldwell Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Colorado. Compare plans
- Brown and Caldwell's sponsor-wide assets have grown 39.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans