ESOP · DOL Form 5500 · 2022
Whitestone Associates, Inc. ESOP
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 62
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $87,017
- Avg per participant Below avg balance/head
Official DOL plan name: Whitestone Associates, Inc. ESOP · Sponsored by Whitestone Associates, Inc. · New Jersey · Professional & Technical Services
$5M in assets, 62 participants
Whitestone Associates, Inc.'s Whitestone Associates, Inc. ESOP reported $5M in total assets and 62 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.
- #10,777 in Professional & Technical Services (21,562 peers)
Whitestone Associates, Inc. multi-year trail
Whitestone Associates, Inc.'s plans moved +238.1% in assets from 2022 to 2024; this filing shows Whitestone Associates, Inc. ESOP at $5M / 62 participants.
- #10,777
- in Professional & Technical Services (21,562 peers)
- +11.7%
- assets growth YoY
Whitestone Associates, Inc. ESOP's mid-pack asset rank among Professional & Technical Services and all filers
Whitestone Associates, Inc. ESOP vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,395,030 Top 48% higher than 52% 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
Whitestone Associates, Inc. ESOP among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Whitestone Associates, Inc. ESOP is a small filing (62 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 876377432 · Whitestone Associates, Inc. PY 2022 · ESOP
Whitestone Associates, Inc. ESOP · $5M · 62 · 52nd
- PART $5M
- TYPE 62
- NET 52nd
- BOOK ESOP
- VS-ST near Rhi Employee Stock Ownership Plan
- BOY ind #10777
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 New Jersey →
Whitestone Associates, Inc. ESOP in the asset neighbourhood
Whitestone Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Whitestone Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 238.08077063519573% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 62 | $5M |
| 2023 | 1 | 71 | $11M |
| 2024 | 1 | 86 | $18M |
Whitestone Associates, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | -$26M |
| Net Income | $1M |
| Employer EIN | 876377432 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in New Jersey
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Johnson and Johnson Retirement Savings Plan $511M · 3,858
- Okonite Company Employees Stock Ownership Plan $376M · 1,111
- Mathematica Group Holding Inc. Employee Stock Ownership Plan $303M · 1,383
- Conair LLC Savings and Investment Plan $299M · 1,131
- Investors Bank Amended and Restated Employee Stock Ownership Plan $127M · 1,287
Whitestone Associates, Inc. ESOP's out-of-state ESOP peers by assets and headcount
Outside New Jersey, the nearest ESOP by assets is Rhi Employee Stock Ownership Plan in CA ($5M); by covered participants it is Mainely Tubs Employee Stock Ownership Plan in ME (62 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (62 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.