ESOP · DOL Form 5500 · 2022

Westat, Inc. ESOP

Data updated 2026-08-25

$371M
Total assets Above avg plan size
2,842
Participants Above avg headcount
97th
Percentile by assets National rank
$130,486
Avg per participant Near avg balance/head
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Official DOL plan name: Westat, Inc. Employee Stock Ownership Plan · Sponsored by Westat, Inc. · Maryland · Professional & Technical Services

$371M in assets, 2,842 participants

Westat, Inc.'s Westat, Inc. Employee Stock Ownership Plan reported $371M in total assets and 2,842 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #21,147 in Professional & Technical Services (21,562 peers)

Coverage in Maryland

Westat, Inc. Employee Stock Ownership Plan covers 2,842 participants in Maryland, 3.1x the typical Maryland plan (state average ~929 per filing). Assets: $371M.

#21,147
in Professional & Technical Services (21,562 peers)
-4.1%
assets change YoY
3.7×
vs typical plan assets (national mean)

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Westat, Inc. Employee Stock Ownership Plan's outsized position by total assets

Westat, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$370,840,695 Top 3% higher than 97% 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

Westat, Inc. Employee Stock Ownership 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. Westat, Inc. Employee Stock Ownership Plan lands in the large band (2,842 participants).

EBSA filing schedule strip

Filing strip 840529566 · Westat, Inc. PY 2022 · ESOP

Westat, Inc. Employee Stock Ownership Plan · $371M · 2,842 · 97th

  • 5500 $371M
  • 5500 2,842
  • 5500 97th
  • 5500 ESOP
  • 5500 near Pbi-Gordon Companies, Inc. Employee Stock Ownership Plan
  • 5500 ind #21147

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 Maryland →

Westat, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Chemonics International, Inc. Employee Stock Ownership PlanChemonics International, Inc…$376MOkonite Company Employees Stock Ownership PlanOkonite Company Employees St…$376MWestat, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock …$371MPbi-Gordon Companies, Inc. Employee Stock Ownership PlanPbi-Gordon Companies, Inc. E…$370MMott Corporation Employee Stock Ownership PlanMott Corporation Employee St…$368M
End-of-year total assets ($M) among Westat, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$387M
Net Assets (End of Year)$371M
Net Income-$16M
Employer EIN840529566
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westat, Inc.)

Sponsor-wide plan assets over time

All Westat, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 20.267486898049906% vs 2022
2024 filing year
$0.9B$1B$1.1B$1.2B 202220232024 $0.98B $1.18B ▲ +20.4%
Year Plans Participants Total Assets
2022 2 10,941 $978M
2023 2 11,123 $1.1B
2024 2 12,008 $1.2B

Nearby ESOP Plans in Maryland

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

Westat, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 02004006008001000 Total assets ($M) Participants Westat, Inc. Employee Stock Ownership Plan, Total assets ($M): 370.840695 · Participants: 2842Westat, Inc. Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($M): 876.198034 · Participants: 1522Evapco, Inc. Employee Stock Ownership PlanBrown Capital Management ESOP, Total assets ($M): 368.113953 · Participants: 34Brown Capital Management ESOPKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 288.984694 · Participants: 1580Kci Technologies, Inc. Employee Stock Ownership PlanLockheed Martin Corporation Capital Accumulation Plan, Total assets ($M): 246.809403 · Participants: 4213Lockheed Martin Corporation Capital Accumulation PlanEa Engineering, Science, and Technology, Inc., Pbc Employee Stock Ownership Plan, Total assets ($M): 110.102964 · Participants: 526Ea Engineering, Science, and Technology, Inc., Pbc Employee Stock Ownership Plan
Westat, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Westat, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Maryland, the nearest ESOP by assets is Pbi-Gordon Companies, Inc. Employee Stock Ownership Plan in KS ($370M); by covered participants it is Miller's Health Systems, Inc. Employee Stock Ownership Plan in IN (2,817 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,842 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 Westat, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Westat, Inc. Employee Stock Ownership Plan edged down modestly - down 4.1% during 2022, from $387M to $371M. Reported net income was -$16M.
How have Westat, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westat, Inc.'s sponsor-wide assets grew 20.3%, from $978M to $1.2B.
Where does Westat, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Westat, Inc. Employee Stock Ownership Plan ranks in the 97th 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 Westat, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pbi-Gordon Companies, Inc. Employee Stock Ownership Plan in KS ($370M, 506 participants).
Which ESOP plans cover a similar participant headcount to Westat, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Miller's Health Systems, Inc. Employee Stock Ownership Plan in IN (2,817 participants, $40M 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 840529566.

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.