ESOP · DOL Form 5500 · 2022

Whitaker Construction Co., Inc. ESOP

Data updated 2026-08-25

$61M
Total assets Below avg plan size
650
Participants Below avg headcount
90th
Percentile by assets National rank
$93,275
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Whitaker Construction Co., Inc. Employee Stock Ownership Plan · Sponsored by Whitaker Construction Co., Inc. · Utah · Construction

$61M in assets, 650 participants

Whitaker Construction Co., Inc.'s Whitaker Construction Co., Inc. Employee Stock Ownership Plan reported $61M in total assets and 650 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #8,718 in Construction (9,927 peers)

Where Whitaker Construction Co., Inc. Employee Stock Ownership Plan sits by assets

Whitaker Construction Co., Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $61M for 650 participants (~$93,275/participant), up 38.0% in 2022.

#8,718
in Construction (9,927 peers)
+38.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Whitaker Construction Co., Inc. Employee Stock Ownership Plan's outsized position by total assets

Whitaker Construction Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$60,628,689 Top 10% higher than 90% 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

Whitaker Construction Co., 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. Whitaker Construction Co., Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (650 participants).

Published 5500 schedule card

Filing strip 870274152 · Whitaker Construction Co., Inc. PY 2022 · ESOP

Whitaker Construction Co., Inc. Employee Stock Ownership Plan · $61M · 650 · 90th

  • EBSA $61M
  • PART 650
  • TYPE 90th
  • NET ESOP
  • BOOK near Graydaze Contracting, Inc. Employee Stock Ownership Plan
  • VS-ST ind #8718

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 Utah →

Whitaker Construction Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

Rubber & Gasket Company of America Employee Stock Ownership PlanRubber & Gasket Company of A…$61MAfco Industries, Inc. Employee Stock Ownership PlanAfco Industries, Inc. Employ…$61MWhitaker Construction Co., Inc. Employee Stock Ownership PlanWhitaker Construction Co., I…$61MGraydaze Contracting, Inc. Employee Stock Ownership PlanGraydaze Contracting, Inc. E…$61MF & H Food Equipment Co. Employee Stock Ownership PlanF & H Food Equipment Co. Emp…$60M
End-of-year total assets ($M) among Whitaker Construction Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$55M
Net Income$17M
Employer EIN870274152
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whitaker Construction Co., Inc.)

Sponsor-wide plan assets over time

All Whitaker Construction Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$222M 174.74003812207363% vs 2022
2024 filing year
$50M$100M$150M$200M$250M 202220232024 $80.9M $222M ▲ +174.7%
Year Plans Participants Total Assets
2022 2 1,227 $81M
2023 2 1,404 $150M
2024 2 1,589 $222M

Nearby ESOP Plans in Utah

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

Whitaker Construction Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants Scatter plot of 6 data points. 0200400600800 20406080100120 Total assets ($M) Participants Whitaker Construction Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 60.628689 · Participants: 650Whitaker Construction Co., Inc. Employee Stock Ownership PlanFj Management Inc. Employee Stock Ownership Plan, Total assets ($M): 100.217205 · Participants: 33Fj Management Inc. Employee Stock Ownership PlanJacobsen Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 97.600451 · Participants: 492Jacobsen Construction Company, Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Employee Stock Ownership Plan, Total assets ($M): 78.504943 · Participants: 473Rocky Mountain Atv, Inc. Employee Stock Ownership PlanCentral Milling Employee Stock Ownership Plan and Trust, Total assets ($M): 32.233096 · Participants: 108Central Milling Employee Stock Ownership Plan and TrustBunnell, Inc. Employee Stock Ownership Plan, Total assets ($M): 25.155313 · Participants: 45Bunnell, Inc. Employee Stock Ownership Plan
Whitaker Construction Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants
Compare Whitaker Construction Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Utah, the nearest ESOP by assets is Graydaze Contracting, Inc. Employee Stock Ownership Plan in GA ($61M); by covered participants it is Midwestone Financial Group, Inc. Employee Stock Ownership Plan in IA (649 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (650 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 Whitaker Construction Co., Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Whitaker Construction Co., Inc. Employee Stock Ownership Plan surged - up 38.0% during 2022, from $44M to $61M. Reported net income was $17M.
How have Whitaker Construction Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whitaker Construction Co., Inc.'s sponsor-wide assets grew 174.7%, from $81M to $222M.
Where does Whitaker Construction Co., Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Whitaker Construction Co., Inc. Employee Stock Ownership Plan ranks in the 90th 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 Whitaker Construction Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Graydaze Contracting, Inc. Employee Stock Ownership Plan in GA ($61M, 50 participants).
Which ESOP plans cover a similar participant headcount to Whitaker Construction Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Midwestone Financial Group, Inc. Employee Stock Ownership Plan in IA (649 participants, $15M 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 870274152.

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.