ESOP · DOL Form 5500 · 2022

Williams Stone Co., Inc. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
45
Participants Small participant base
74th
Percentile by assets National rank
$370,602
Avg per participant High balance/head
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Official DOL plan name: Williams Stone Co. , Inc. Employee Stock Ownership Plan · Sponsored by Williams Stone Co., Inc. · Massachusetts · Mining & Oil Extraction

$17M in assets, 45 participants

Williams Stone Co., Inc.'s Williams Stone Co. , Inc. Employee Stock Ownership Plan reported $17M in total assets and 45 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #504 in Mining & Oil Extraction (892 peers)

Williams Stone Co., Inc. multi-year trail

Williams Stone Co., Inc.'s plans moved +34.8% in assets from 2022 to 2024; this filing shows Williams Stone Co. , Inc. Employee Stock Ownership Plan at $17M / 45 participants.

#504
in Mining & Oil Extraction (892 peers)
-17.7%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Williams Stone Co. , Inc. Employee Stock Ownership Plan's outsized position by total assets

Williams Stone Co. , Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$16,677,112 Top 26% higher than 74% of 139,123 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 2022

Williams Stone Co. , 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. Williams Stone Co. , Inc. Employee Stock Ownership Plan is a small filing (45 participants) on this national headcount ladder.

DOL schedule card

Filing strip 042044378 · Williams Stone Co., Inc. PY 2022 · ESOP

Williams Stone Co. , Inc. Employee Stock Ownership Plan · $17M · 45 · 74th

  • 5500 $17M
  • 5500 45
  • 5500 74th
  • 5500 ESOP
  • 5500 near Bamco, Inc. Employee Stock Ownership Plan
  • 5500 ind #504

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 Massachusetts →

Williams Stone Co. , Inc. Employee Stock Ownership Plan in the asset neighbourhood

Apt Employee Stock Ownership PlanApt Employee Stock Ownership…$17MWilliams Stone Co. , Inc. Employee Stock Ownership PlanWilliams Stone Co. , Inc. Em…$17MBamco, Inc. Employee Stock Ownership PlanBamco, Inc. Employee Stock O…$17MNational Van Lines Employee Stock Ownership PlanNational Van Lines Employee …$17MThe Bloom Organization II, Inc. Employee Stock Ownership PlanThe Bloom Organization II, I…$17M
End-of-year total assets ($M) among Williams Stone Co. , Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Williams Stone Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Williams Stone Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 34.810031856834684% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $16.7M $22.5M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 45 $17M
2023 1 42 $20M
2024 1 42 $22M

Williams Stone Co., Inc. filing trail (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$4M
Employer EIN042044378
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

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

Williams Stone Co. , Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600 Total assets ($M) Participants Williams Stone Co. , Inc. Employee Stock Ownership Plan, Total assets ($M): 16.677112 · Participants: 45Williams Stone Co. , Inc. Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 495.023943 · Participants: 1315Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 380.839397 · Participants: 193The Gillette Company Employee Stock Ownership PlanAbt Associates Inc. Employees Stock Ownership Plan, Total assets ($M): 312.177588 · Participants: 2426Abt Associates Inc. Employees Stock Ownership PlanNew England Biolabs, Inc. Voting Stock Ownership Plan, Total assets ($M): 272.105333 · Participants: 386New England Biolabs, Inc. Voting Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 258.836117 · Participants: 1646Eastern Bank Employee Stock Ownership Plan
Williams Stone Co. , Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Williams Stone Co. , Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Williams Stone Co. , Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Bamco, Inc. Employee Stock Ownership Plan in NJ ($17M); by covered participants it is Richards Agency, Inc. Employee Stock Ownership Plan in WI (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 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.

Frequently Asked Questions

How did Williams Stone Co. , Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Williams Stone Co. , Inc. Employee Stock Ownership Plan declined sharply - down 17.7% during 2022, from $20M to $17M. Reported net income was -$4M.
How have Williams Stone Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Williams Stone Co., Inc.'s sponsor-wide assets grew 34.8%, from $17M to $22M.
Which ESOP plans are similar in size to Williams Stone Co. , Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bamco, Inc. Employee Stock Ownership Plan in NJ ($17M, 113 participants).
Which ESOP plans cover a similar participant headcount to Williams Stone Co. , Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Richards Agency, Inc. Employee Stock Ownership Plan in WI (45 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042044378.

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.