ESOP · DOL Form 5500 · 2022

Winter-Dent & Company ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
49
Participants Small participant base
29th
Percentile by assets National rank
$29,857
Avg per participant Low balance/head
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Official DOL plan name: Winter-Dent & Company Employee Stock Ownership Plan · Sponsored by Winter-Dent & Company · Missouri · Finance & Insurance

$1M in assets, 49 participants

Winter-Dent & Company's Winter-Dent & Company Employee Stock Ownership Plan reported $1M in total assets and 49 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,831 in Finance & Insurance (9,261 peers)

Winter-Dent & Company multi-year trail

Winter-Dent & Company's plans moved +269.1% in assets from 2022 to 2024; this filing shows Winter-Dent & Company Employee Stock Ownership Plan at $1M / 49 participants.

#1,831
in Finance & Insurance (9,261 peers)
-15.4%
assets change YoY

The plan reported a net loss of $261K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Winter-Dent & Company Employee Stock Ownership Plan among the smaller filed plans by assets

Winter-Dent & Company Employee Stock Ownership Plan vs every filed plan by assets

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

$1,463,000 29th percentile higher than 29% 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

Winter-Dent & Company 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. Winter-Dent & Company Employee Stock Ownership Plan is a small filing (49 participants) on this national headcount ladder.

DOL schedule card

Filing strip 431225462 · Winter-Dent & Company PY 2022 · ESOP

Winter-Dent & Company Employee Stock Ownership Plan · $1M · 49 · 29th

  • NET $1M
  • BOOK 49
  • VS-ST 29th
  • BOY ESOP
  • SCH near Urner's, Inc. Employee Stock Ownership Plan
  • EBSA ind #1831

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 Missouri →

Winter-Dent & Company Employee Stock Ownership Plan in the asset neighbourhood

Winter-Dent & Company Employee Stock Ownership PlanWinter-Dent & Company Employ…$1MUrner's, Inc. Employee Stock Ownership PlanUrner's, Inc. Employee Stock…$1MLeff Construction and Development Corporation ESOPLeff Construction and Develo…$1MW.P.E., Inc. Employee Stock Ownership PlanW.P.E., Inc. Employee Stock …$1MIea, Inc. Employee Stock Ownership PlanIea, Inc. Employee Stock Own…$1M
End-of-year total assets ($M) among Winter-Dent & Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Winter-Dent & Company multi-year asset trail

Sponsor-wide plan assets over time

All Winter-Dent & Company plans reported in each filing year

Latest sponsor-wide plan assets
$5M 269.10457963089544% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $1.46M $5.4M ▲ +269.9%
Year Plans Participants Total Assets
2022 1 49 $1M
2023 1 55 $4M
2024 1 53 $5M

Winter-Dent & Company filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$261K
Employer EIN431225462
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Missouri

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

Winter-Dent & Company Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1012345 Total assets ($B) Participants Winter-Dent & Company Employee Stock Ownership Plan, Total assets ($B): 0.001463 · Participants: 49Winter-Dent & Company Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.96136732 · Participants: 7358Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.201297589 · Participants: 3252Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.353124189 · Participants: 432Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.332246957 · Participants: 2641Je Dunn Employee Stock Ownership Plan and TrustSrc Employee Stock Ownership Plan and Trust, Total assets ($B): 0.238180744 · Participants: 1388Src Employee Stock Ownership Plan and Trust
Winter-Dent & Company Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Winter-Dent & Company Employee Stock Ownership Plan side-by-side with 3 peers →

Winter-Dent & Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Urner's, Inc. Employee Stock Ownership Plan in CA ($1M); by covered participants it is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 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 Winter-Dent & Company Employee Stock Ownership Plan assets move in 2022? ▼
Winter-Dent & Company Employee Stock Ownership Plan declined sharply - down 15.4% during 2022, from $2M to $1M. Reported net income was -$261K.
How have Winter-Dent & Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winter-Dent & Company's sponsor-wide assets grew 269.1%, from $1M to $5M.
Which ESOP plans are similar in size to Winter-Dent & Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Urner's, Inc. Employee Stock Ownership Plan in CA ($1M, 70 participants).
Which ESOP plans cover a similar participant headcount to Winter-Dent & Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (49 participants, $10M 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 431225462.

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.