ESOP · DOL Form 5500 · 2022

Westchester Modular Homes, Inc. ESOP

Data updated 2026-08-25

$78M
Total assets Below avg plan size
145
Participants Small participant base
91st
Percentile by assets National rank
$538,696
Avg per participant High balance/head
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Official DOL plan name: Westchester Modular Homes, Inc. Employee Stock Ownership Plan · Sponsored by Westchester Modular Homes, Inc. · New York · Construction

$78M in assets, 145 participants

Westchester Modular Homes, Inc.'s Westchester Modular Homes, Inc. Employee Stock Ownership Plan reported $78M in total assets and 145 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #8,930 in Construction (9,927 peers)

Coverage in New York

Westchester Modular Homes, Inc. Employee Stock Ownership Plan covers 145 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $78M.

#8,930
in Construction (9,927 peers)
+5.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Westchester Modular Homes, Inc. Employee Stock Ownership Plan's outsized position by total assets

Westchester Modular Homes, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$78,110,849 Top 9% higher than 91% 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

Westchester Modular Homes, Inc. Employee Stock Ownership Plan 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. Westchester Modular Homes, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (145 participants).

DOL schedule card

Filing strip 061162854 · Westchester Modular Homes, Inc. PY 2022 · ESOP

Westchester Modular Homes, Inc. Employee Stock Ownership Plan · $78M · 145 · 91st

  • BOY $78M
  • SCH 145
  • EBSA 91st
  • PART ESOP
  • TYPE near Smith Seckman Reid, Inc. Employee Stock Ownership Plan
  • NET ind #8930

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 New York →

Westchester Modular Homes, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Rocky Mountain Atv, Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Emp…$79MSmith Seckman Reid, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Emp…$78MWestchester Modular Homes, Inc. Employee Stock Ownership PlanWestchester Modular Homes, I…$78MAir Treatment Corporation Employee Stock Ownership PlanAir Treatment Corporation Em…$78MCfc ESOP$78M
End-of-year total assets ($M) among Westchester Modular Homes, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$78M
Net Income$4M
Employer EIN061162854
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westchester Modular Homes, Inc.)

Sponsor-wide plan assets over time

All Westchester Modular Homes, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$125M 36.52829328933328% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $91.9M $125M ▲ +36.5%
Year Plans Participants Total Assets
2022 2 279 $92M
2023 2 286 $109M
2024 2 322 $125M

Nearby ESOP Plans in New York

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

Westchester Modular Homes, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 02004006008001000 Total assets ($M) Participants Westchester Modular Homes, Inc. Employee Stock Ownership Plan, Total assets ($M): 78.110849 · Participants: 145Westchester Modular Homes, Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 781.613108 · Participants: 3443Stewart's Shops Corp Employee Stock Ownership PlanLewis Tree Service Employee Stock Ownership Plan, Total assets ($M): 384.275596 · Participants: 3307Lewis Tree Service Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 293.053093 · Participants: 118H.C. Wainwright & Co. Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 207.331837 · Participants: 1611Greenman-Pedersen, Inc. Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 183.683651 · Participants: 3775Griffon Corporation Employee Stock Ownership Plan
Westchester Modular Homes, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Westchester Modular Homes, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New York, the nearest ESOP by assets is Smith Seckman Reid, Inc. Employee Stock Ownership Plan in TN ($78M); by covered participants it is Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions in PA (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Westchester Modular Homes, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Westchester Modular Homes, Inc. Employee Stock Ownership Plan grew at a solid clip - up 5.3% during 2022, from $74M to $78M. Reported net income was $4M.
How have Westchester Modular Homes, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westchester Modular Homes, Inc.'s sponsor-wide assets grew 36.5%, from $92M to $125M.
Where does Westchester Modular Homes, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Westchester Modular Homes, Inc. Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Westchester Modular Homes, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Smith Seckman Reid, Inc. Employee Stock Ownership Plan in TN ($78M, 450 participants).
Which ESOP plans cover a similar participant headcount to Westchester Modular Homes, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions in PA (145 participants, $29M 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 061162854.

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.