ESOP · DOL Form 5500 · 2022

W. H. Bass, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
67
Participants Small participant base
63rd
Percentile by assets National rank
$137,862
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: W. H. Bass, Inc. Employee Stock Ownership Plan · Sponsored by W. H. Bass, Inc. · Georgia · Construction

$9M in assets, 67 participants

W. H. Bass, Inc.'s W. H. Bass, Inc. Employee Stock Ownership Plan reported $9M in total assets and 67 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #6,232 in Construction (9,927 peers)

W. H. Bass, Inc. multi-year trail

W. H. Bass, Inc.'s plans moved +305.6% in assets from 2022 to 2024; this filing shows W. H. Bass, Inc. Employee Stock Ownership Plan at $9M / 67 participants.

#6,232
in Construction (9,927 peers)
+4.8%
assets growth YoY

W. H. Bass, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

W. H. Bass, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$9,236,730 Top 37% higher than 63% 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

W. H. Bass, 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. W. H. Bass, Inc. Employee Stock Ownership Plan is a small filing (67 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 581579409 · W. H. Bass, Inc. PY 2022 · ESOP

W. H. Bass, Inc. Employee Stock Ownership Plan · $9M · 67 · 63rd

  • EBSA $9M
  • PART 67
  • TYPE 63rd
  • NET ESOP
  • BOOK near Bognet Construction Associates Inc. Employee Stock Ownership Plan
  • VS-ST ind #6232

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 Georgia →

W. H. Bass, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Tower Metalworking Fluids Co. Employee Stock Ownership Plan & TrustTower Metalworking Fluids Co…$9MBognet Construction Associates Inc. Employee Stock Ownership PlanBognet Construction Associat…$9MNation-Wide Repair Holding Company, Inc. Employee Stock Ownership PlanNation-Wide Repair Holding C…$9MW. H. Bass, Inc. Employee Stock Ownership PlanW. H. Bass, Inc. Employee St…$9MCaring Nurses, Inc. Employee Stock Ownership PlanCaring Nurses, Inc. Employee…$9M
End-of-year total assets ($M) among W. H. Bass, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

W. H. Bass, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All W. H. Bass, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 305.6455044155237% vs 2022
2024 filing year
$0M$10M$20M$30M$40M$50M 202220232024 $9.24M $37.5M ▲ +305.5%
Year Plans Participants Total Assets
2022 1 67 $9M
2023 1 63 $20M
2024 1 62 $37M

W. H. Bass, Inc. filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)-$10M
Net Income$664K
Employer EIN581579409
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Georgia

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

W. H. Bass, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants W. H. Bass, Inc. Employee Stock Ownership Plan, Total assets ($M): 9.23673 · Participants: 67W. H. Bass, Inc. Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 688.646729 · Participants: 1759Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 315.657741 · Participants: 424Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 252.895792 · Participants: 427Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 189.698153 · Participants: 397Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 137.399647 · Participants: 314Dixie Plywood and Lumber Company Employee Stock Ownership Plan
W. H. Bass, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare W. H. Bass, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

W. H. Bass, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Georgia, the nearest ESOP by assets is Bognet Construction Associates Inc. Employee Stock Ownership Plan in VA ($9M); by covered participants it is American Bank Employee Stock Ownership Plan in PA (67 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (67 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 W. H. Bass, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
W. H. Bass, Inc. Employee Stock Ownership Plan edged up modestly - up 4.8% during 2022, from $9M to $9M. Reported net income was $664K.
How have W. H. Bass, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W. H. Bass, Inc.'s sponsor-wide assets grew 305.6%, from $9M to $37M.
Which ESOP plans are similar in size to W. H. Bass, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bognet Construction Associates Inc. Employee Stock Ownership Plan in VA ($9M, 47 participants).
Which ESOP plans cover a similar participant headcount to W. H. Bass, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is American Bank Employee Stock Ownership Plan in PA (67 participants, $790K 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 581579409.

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.