ESOP · DOL Form 5500 · 2022
West Union Trenching ESOP
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 63
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $134,013
- Avg per participant Near avg balance/head
Official DOL plan name: West Union Trenching, Inc. Employee Stock Ownership Plan · Sponsored by West Union Trenching · Iowa · Construction
$8M in assets, 63 participants
West Union Trenching's West Union Trenching, Inc. Employee Stock Ownership Plan reported $8M in total assets and 63 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.
- #6,062 in Construction (9,927 peers)
West Union Trenching multi-year trail
West Union Trenching's plans moved +379.9% in assets from 2022 to 2024; this filing shows West Union Trenching, Inc. Employee Stock Ownership Plan at $8M / 63 participants.
- #6,062
- in Construction (9,927 peers)
- -$204K
- reported net income
The plan reported a net loss of $204K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
West Union Trenching, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers
West Union Trenching, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,442,804 Top 39% higher than 61% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
West Union Trenching, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. West Union Trenching, Inc. Employee Stock Ownership Plan is a small filing (63 participants) on this national headcount ladder.
DOL schedule card
Filing strip 204930359 · West Union Trenching PY 2022 · ESOP
West Union Trenching, Inc. Employee Stock Ownership Plan · $8M · 63 · 61st
- EBSA $8M
- PART 63
- TYPE 61st
- NET ESOP
- BOOK near Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan
- VS-ST ind #6062
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 Iowa →
West Union Trenching, Inc. Employee Stock Ownership Plan in the asset neighbourhood
West Union Trenching multi-year asset trail
Sponsor-wide plan assets over time
All West Union Trenching plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 379.94847446417094% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 63 | $8M |
| 2023 | 1 | 76 | $14M |
| 2024 | 1 | 86 | $41M |
West Union Trenching filing trail (2022)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | -$204K |
| Net Income | -$204K |
| Employer EIN | 204930359 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Iowa
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Employee Owned Brands, Inc. Employee Stock Ownership Plan $686M · 781
- Van Meter Industrial, Inc. Employee Stock Ownership Plan $437M · 774
- Precision, Inc. Employee Stock Ownership Plan and Trust $403M · 645
- Ita Group Holdings, Inc. Employees' Stock Ownership Plan $383M · 643
- Annett Holdings, Inc. Employee Stock Ownership Plan & Trust $362M · 2,582
West Union Trenching, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Iowa, the nearest ESOP by assets is Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan in IL ($8M); by covered participants it is Test Double, Inc. Employee Stock Ownership Plan in OH (63 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (63 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.