ESOP · DOL Form 5500 · 2022
West Yost & Associates, Inc. ESOP
Data updated 2026-08-25
- N/A
- Total assets —
- 200
- Participants Below avg headcount
Official DOL plan name: West Yost & Associates, Inc. Employee Stock Ownership Plan and Trust · Sponsored by West Yost & Associates, Inc. · California · Professional & Technical Services
N/A in assets, 200 participants
West Yost & Associates, Inc.'s West Yost & Associates, Inc. Employee Stock Ownership Plan and Trust reported N/A in total assets and 200 participants in its 2022 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in California
West Yost & Associates, Inc. Employee Stock Ownership Plan and Trust covers 200 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: N/A.
- -$12M
- reported net income
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
West Yost & Associates, Inc. Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. West Yost & Associates, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (200 participants).
Form 5500 schedule snapshot
Filing strip 680370826 · West Yost & Associates, Inc. PY 2022 · ESOP
West Yost & Associates, Inc. Employee Stock Ownership Plan and Trust · N/A · 200
- VS-ST N/A
- BOY 200
- SCH PY 2022
- EBSA ESOP
- PART near Mgc Contractors, Inc. Employee Stock Ownership Plan
- TYPE -$12M
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 California →
California filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$12M |
| Employer EIN | 680370826 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (West Yost & Associates, Inc.)
Sponsor-wide plan assets over time
All West Yost & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $51M 48.30863364218702% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 383 | $35M |
| 2023 | 1 | 199 | $43M |
| 2024 | 1 | 220 | $51M |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Parsons Employee Stock Ownership Plan $2.9B · 7,804
- Acco Employee Stock Ownership Plan $1.2B · 1,318
- Rosendin Electric, Inc. Employee Stock Ownership Plan $995M · 1,488
- Recology Employee Stock Ownership Plan $462M · 3,560
- Agron, Inc. Employee Stock Ownership Plan $456M · 70
West Yost & Associates, Inc. Employee Stock Ownership Plan and Trust's closest out-of-state ESOP peers by headcount
Outside California, the nearest ESOP by covered participants is Mgc Contractors, Inc. Employee Stock Ownership Plan in AZ (200 participants; this filing: 200 participants).
Similar participant headcount
Nearest other-state filings by covered participants (200 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.