ESOP · DOL Form 5500 · 2024

Fiore & Sons, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
374
Participants Below avg headcount
55th
Percentile by assets National rank
$25,224
Avg per participant Low balance/head
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Official DOL plan name: Fiore & Sons, Inc. Employee Stock Ownership Plan · Sponsored by Fiore & Sons, Inc. · Colorado · Construction

$9M in assets, 374 participants

Fiore & Sons, Inc.'s Fiore & Sons, Inc. Employee Stock Ownership Plan reported $9M in total assets and 374 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #4,778 in Construction (9,039 peers)

Fiore & Sons, Inc. multi-year trail

Fiore & Sons, Inc.'s plans moved +110.1% in assets from 2022 to 2024; this filing shows Fiore & Sons, Inc. Employee Stock Ownership Plan at $9M / 374 participants.

#4,778
in Construction (9,039 peers)
+396.5%
assets growth YoY

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fiore & Sons, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Fiore & Sons, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$9,433,600 Top 45% higher than 55% 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

Fiore & Sons, 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. Fiore & Sons, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (374 participants).

EBSA filing schedule strip

Filing strip 840789161 · Fiore & Sons, Inc. PY 2024 · ESOP

Fiore & Sons, Inc. Employee Stock Ownership Plan · $9M · 374 · 55th

  • PCT $9M
  • EIN 374
  • RANK 55th
  • PHOTO ESOP
  • IND near Natural Beauty Growers Employee Stock Ownership Plan
  • EOY ind #4778

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 →

Fiore & Sons, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Genetics & Ivf Institute Employee Stock Ownership PlanGenetics & Ivf Institute Emp…$9MFiore & Sons, Inc. Employee Stock Ownership PlanFiore & Sons, Inc. Employee …$9MNatural Beauty Growers Employee Stock Ownership PlanNatural Beauty Growers Emplo…$9MInnotion Enterprises, Inc. Employee Stock Ownership PlanInnotion Enterprises, Inc. E…$9MWestern Potatoes, Inc. Employee Stock Ownership PlanWestern Potatoes, Inc. Emplo…$9M
End-of-year total assets ($M) among Fiore & Sons, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Fiore & Sons, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Fiore & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 110.14617958616677% vs 2022
2024 filing year
$10M$15M$20M$25M$30M$35M 202220232024 $14.8M $31.2M ▲ +110.1%
Year Plans Participants Total Assets
2022 1 314 $15M
2023 1 368 $18M
2024 2 710 $31M

Fiore & Sons, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$7M
Net Income-$9M
Employer EIN840789161
Plan Effective Date2023-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Colorado

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

Fiore & Sons, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. 050010001500 -2000200400600800 Total assets ($M) Participants Fiore & Sons, Inc. Employee Stock Ownership Plan, Total assets ($M): 9.4336 · Participants: 374Fiore & Sons, Inc. 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
Fiore & Sons, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Fiore & Sons, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Fiore & Sons, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is Natural Beauty Growers Employee Stock Ownership Plan in WI ($9M); by covered participants it is Flywheel Employee Stock Ownership Plan in WI (374 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (374 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 Fiore & Sons, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Fiore & Sons, Inc. Employee Stock Ownership Plan surged - up 396.5% during 2024, from $2M to $9M. Reported net income was -$9M.
How have Fiore & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fiore & Sons, Inc.'s sponsor-wide assets grew 110.1%, from $15M to $31M.
Which ESOP plans are similar in size to Fiore & Sons, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Natural Beauty Growers Employee Stock Ownership Plan in WI ($9M, 198 participants).
Which ESOP plans cover a similar participant headcount to Fiore & Sons, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Flywheel Employee Stock Ownership Plan in WI (374 participants, $43M 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 840789161.

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.