ESOP · DOL Form 5500 · 2022
Weco Inc. ESOP
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 156
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $172,500
- Avg per participant Above avg balance/head
Official DOL plan name: Weco Employee Stock Ownership Plan and Trust · Sponsored by Weco Inc. · Iowa · Construction
$27M in assets, 156 participants
Weco Inc.'s Weco Employee Stock Ownership Plan and Trust reported $27M in total assets and 156 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- #7,991 in Construction (9,927 peers)
Coverage in Iowa
Weco Employee Stock Ownership Plan and Trust covers 156 participants in Iowa, about 26% of the average Iowa filer (state average ~609 per filing). Assets: $27M.
- #7,991
- in Construction (9,927 peers)
- +155.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Weco Employee Stock Ownership Plan and Trust's outsized position by total assets
Weco Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$26,910,000 Top 19% higher than 81% 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
Weco 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. Weco Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (156 participants).
EBSA filing schedule strip
Filing strip 421320871 · Weco Inc. PY 2022 · ESOP
Weco Employee Stock Ownership Plan and Trust · $27M · 156 · 81st
- RANK $27M
- PHOTO 156
- IND 81st
- EOY ESOP
- 5500 near Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan
- ASSETS ind #7991
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 →
Weco Employee Stock Ownership Plan and Trust in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $17M |
| Employer EIN | 421320871 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Weco Inc.)
Sponsor-wide plan assets over time
All Weco Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $52M 94.86761055369752% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 156 | $27M |
| 2023 | 1 | 142 | $44M |
| 2024 | 1 | 145 | $52M |
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
Weco Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Iowa, the nearest ESOP by assets is Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan in FL ($27M); by covered participants it is Mcfarland-Johnson, Inc. Employee Stock Ownership Plan in NY (156 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (156 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.