ESOP · DOL Form 5500 · 2024

Gerald H Phipps, Inc. ESOP

Data updated 2026-08-25

$59M
Total assets Below avg plan size
226
Participants Below avg headcount
86th
Percentile by assets National rank
$259,469
Avg per participant Above avg balance/head
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Official DOL plan name: Gerald H. Phipps, Inc. Employees' Stock Ownership Plan · Sponsored by Gerald H Phipps, Inc. · Colorado · Construction

$59M in assets, 226 participants

Gerald H Phipps, Inc.'s Gerald H. Phipps, Inc. Employees' Stock Ownership Plan reported $59M in total assets and 226 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,589 in Construction (9,039 peers)

Where Gerald H. Phipps, Inc. Employees' Stock Ownership Plan sits by assets

Gerald H. Phipps, Inc. Employees' Stock Ownership Plan sits in the top quartile of all filed plans by assets, $59M for 226 participants (~$259,469/participant), up 6.3% in 2024.

#7,589
in Construction (9,039 peers)
+6.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Gerald H. Phipps, Inc. Employees' Stock Ownership Plan's outsized position by total assets

Gerald H. Phipps, Inc. Employees' Stock Ownership Plan vs every filed plan by assets

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

$58,640,017 Top 14% higher than 86% 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

Gerald H. Phipps, Inc. Employees' 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. Gerald H. Phipps, Inc. Employees' Stock Ownership Plan sits mid-pack in the medium band (226 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gerald H. Phipps, Inc. Employees' Stock Ownership Plan reported net income fell from $7M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Gerald H. Phipps, Inc. Employees' Stock Ownership Plan end-of-year assets rose from $55M in the plan year 2023 filing to $59M in the plan year 2024 filing.
  • Gerald H. Phipps, Inc. Employees' Stock Ownership Plan reported participants rose from 219 in the plan year 2023 filing to 226 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 840423359 · Gerald H Phipps, Inc. PY 2024 · ESOP

Gerald H. Phipps, Inc. Employees' Stock Ownership Plan · $59M · 226 · 86th

  • EIN $59M
  • EIN 226
  • EIN 86th
  • EIN ESOP
  • EIN near Jwd Group, Inc Employee Stock Ownership Plan
  • EIN ind #7589

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 →

Gerald H. Phipps, Inc. Employees' Stock Ownership Plan in the asset neighbourhood

Hills Bank and Trust Employee Stock Ownership PlanHills Bank and Trust Employe…$59MComponent Plastics, Inc. Employee Stock Ownership PlanComponent Plastics, Inc. Emp…$59MJwd Group, Inc Employee Stock Ownership PlanJwd Group, Inc Employee Stoc…$59MGerald H. Phipps, Inc. Employees' Stock Ownership PlanGerald H. Phipps, Inc. Emplo…$59MMarathon Electrical Holdings, Inc. Employee Stock Ownership PlanMarathon Electrical Holdings…$58M
End-of-year total assets ($M) among Gerald H. Phipps, Inc. Employees' Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$57M
Net Income$4M
Employer EIN840423359
Plan Effective Date1965-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gerald H Phipps, Inc.)

Sponsor-wide plan assets over time

All Gerald H Phipps, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$78M 23.38228808089116% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $62.9M $77.6M ▲ +23.4%
Year Plans Participants Total Assets
2022 2 401 $63M
2023 2 431 $72M
2024 2 448 $78M

Nearby ESOP Plans in Colorado

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

Gerald H. Phipps, Inc. Employees' Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. 050010001500 0200400600800 Total assets ($M) Participants Gerald H. Phipps, Inc. Employees' Stock Ownership Plan, Total assets ($M): 58.640017 · Participants: 226Gerald H. Phipps, Inc. Employees' 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
Gerald H. Phipps, Inc. Employees' Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Gerald H. Phipps, Inc. Employees' Stock Ownership Plan side-by-side with 3 peers →

Gerald H. Phipps, Inc. Employees' Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is Jwd Group, Inc Employee Stock Ownership Plan in NY ($59M); by covered participants it is Quantum Design International, Inc. Employee Stock Ownership Plan in CA (226 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (226 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 Gerald H. Phipps, Inc. Employees' Stock Ownership Plan assets move in 2024? ▼
Gerald H. Phipps, Inc. Employees' Stock Ownership Plan grew at a solid clip - up 6.3% during 2024, from $55M to $59M. Reported net income was $4M.
How have Gerald H Phipps, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gerald H Phipps, Inc.'s sponsor-wide assets grew 23.4%, from $63M to $78M.
Where does Gerald H. Phipps, Inc. Employees' Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Gerald H. Phipps, Inc. Employees' Stock Ownership Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Gerald H. Phipps, Inc. Employees' Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Jwd Group, Inc Employee Stock Ownership Plan in NY ($59M, 216 participants).
Which ESOP plans cover a similar participant headcount to Gerald H. Phipps, Inc. Employees' Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Quantum Design International, Inc. Employee Stock Ownership Plan in CA (226 participants, N/A 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 840423359.

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.