ESOP · DOL Form 5500 · 2022

Dwh Stock Plan, Inc. ESOP

Data updated 2026-08-25

$154M
Total assets Near avg plan size
1,827
Participants Near avg headcount
95th
Percentile by assets National rank
$84,380
Avg per participant Below avg balance/head
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Official DOL plan name: Dwh Owners Plan · Sponsored by Dwh Stock Plan, Inc. · Texas · Construction

$154M in assets, 1,827 participants

Dwh Stock Plan, Inc.'s Dwh Owners Plan reported $154M in total assets and 1,827 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #9,304 in Construction (9,927 peers)

Coverage in Texas

Dwh Owners Plan covers 1,827 participants in Texas, 2.7x the typical Texas plan (state average ~688 per filing). Assets: $154M.

#9,304
in Construction (9,927 peers)
+55.7%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Dwh Owners Plan's outsized position by total assets

Dwh Owners Plan vs every filed plan by assets

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

$154,161,383 Top 5% higher than 95% 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

Dwh Owners Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dwh Owners Plan lands in the large band (1,827 participants).

Form 5500 schedule snapshot

Filing strip 823400304 · Dwh Stock Plan, Inc. PY 2022 · ESOP

Dwh Owners Plan · $154M · 1,827 · 95th

  • PHOTO $154M
  • IND 1,827
  • EOY 95th
  • 5500 ESOP
  • ASSETS near Metro Builders Supply, Inc. Employee Stock Ownership Plan
  • PCT ind #9304

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 Texas →

Dwh Owners Plan in the asset neighbourhood

Keller, Inc. Employee Stock Ownership Plan & TrustKeller, Inc. Employee Stock …$156MDwh Owners Plan$154MMetro Builders Supply, Inc. Employee Stock Ownership PlanMetro Builders Supply, Inc. …$154MRoyal Technologies Corporation Employee Stock Ownership PlanRoyal Technologies Corporati…$153MPenn United Technologies, Inc. Employee Stock Ownership PlanPenn United Technologies, In…$153M
End-of-year total assets ($M) among Dwh Owners Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$99M
Net Assets (End of Year)$154M
Net Income$55M
Employer EIN823400304
Plan Effective Date2018-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dwh Stock Plan, Inc.)

Sponsor-wide plan assets over time

All Dwh Stock Plan, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$268M 73.86884885432042% vs 2022
2024 filing year
$100M$150M$200M$250M$300M 202220232024 $154M $268M ▲ +73.9%
Year Plans Participants Total Assets
2022 1 1,827 $154M
2023 1 1,717 $204M
2024 1 1,292 $268M

Nearby ESOP Plans in Texas

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

Dwh Owners Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. 0200040006000 -50510152025 Total assets ($B) Participants Dwh Owners Plan, Total assets ($B): 0.154161383 · Participants: 1827Dwh Owners PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
Dwh Owners Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Dwh Owners Plan side-by-side with 3 peers →

Dwh Owners Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Metro Builders Supply, Inc. Employee Stock Ownership Plan in OK ($154M); by covered participants it is American Systems Corporation Employee Stock Ownership Plan in VA (1,828 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,827 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 Dwh Owners Plan assets move in 2022? ▼
Dwh Owners Plan surged - up 55.7% during 2022, from $99M to $154M. Reported net income was $55M.
How have Dwh Stock Plan, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dwh Stock Plan, Inc.'s sponsor-wide assets grew 73.9%, from $154M to $268M.
Where does Dwh Owners Plan rank by assets among Form 5500 filers? ▼
Dwh Owners Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Dwh Owners Plan? ▼
Among ESOP plans in other states, the closest by assets is Metro Builders Supply, Inc. Employee Stock Ownership Plan in OK ($154M, 1,249 participants).
Which ESOP plans cover a similar participant headcount to Dwh Owners Plan? ▼
Among ESOP plans in other states, the closest by covered participants is American Systems Corporation Employee Stock Ownership Plan in VA (1,828 participants, $292M 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 823400304.

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.