ESOP · DOL Form 5500 · 2022

Wbe Holdco, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
83
Participants Small participant base
68th
Percentile by assets National rank
$138,935
Avg per participant Near avg balance/head
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Official DOL plan name: W. Bradley Electric Employee Stock Ownership Plan · Sponsored by Wbe Holdco, Inc. · California · Construction

$12M in assets, 83 participants

Wbe Holdco, Inc.'s W. Bradley Electric Employee Stock Ownership Plan reported $12M in total assets and 83 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #6,692 in Construction (9,927 peers)

Wbe Holdco, Inc. multi-year trail

Wbe Holdco, Inc.'s plans moved -54.2% in assets from 2022 to 2024; this filing shows W. Bradley Electric Employee Stock Ownership Plan at $12M / 83 participants.

#6,692
in Construction (9,927 peers)
-$108M
reported net income

The plan reported a net loss of $108M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

W. Bradley Electric Employee Stock Ownership Plan's outsized position by total assets

W. Bradley Electric Employee Stock Ownership Plan vs every filed plan by assets

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

$11,531,581 Top 32% higher than 68% 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. Bradley Electric 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. Bradley Electric Employee Stock Ownership Plan is a small filing (83 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 920468257 · Wbe Holdco, Inc. PY 2022 · ESOP

W. Bradley Electric Employee Stock Ownership Plan · $12M · 83 · 68th

  • TYPE $12M
  • TYPE 83
  • TYPE 68th
  • TYPE ESOP
  • TYPE near Abbott Industries, Inc. Employee Stock Ownership Plan
  • TYPE ind #6692

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 California →

W. Bradley Electric Employee Stock Ownership Plan in the asset neighbourhood

W. Bradley Electric Employee Stock Ownership PlanW. Bradley Electric Employee…$12MAbbott Industries, Inc. Employee Stock Ownership PlanAbbott Industries, Inc. Empl…$12ME.L. Robinson Engineering Co. Employee Stock Ownership PlanE.L. Robinson Engineering Co…$12MMoriah Incorporated Employee Stock Ownership PlanMoriah Incorporated Employee…$12MPioneer Bank Employee Stock Ownership PlanPioneer Bank Employee Stock …$12M
End-of-year total assets ($M) among W. Bradley Electric Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Wbe Holdco, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wbe Holdco, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 54.22699628090892% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $11.5M $5.28M ▼ -54.2%
Year Plans Participants Total Assets
2022 1 83 $12M
2023 1 89 $4M
2024 1 74 $5M

Wbe Holdco, Inc. filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$108M
Net Income-$108M
Employer EIN920468257
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

W. Bradley Electric Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants W. Bradley Electric Employee Stock Ownership Plan, Total assets ($B): 0.011531581 · Participants: 83W. Bradley Electric Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
W. Bradley Electric Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare W. Bradley Electric Employee Stock Ownership Plan side-by-side with 3 peers →

W. Bradley Electric Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Abbott Industries, Inc. Employee Stock Ownership Plan in OK ($12M); by covered participants it is Union State Bank Employee Stock Ownership Plan in KS (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 have Wbe Holdco, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wbe Holdco, Inc.'s sponsor-wide assets declined 54.2%, from $12M to $5M.
Which ESOP plans are similar in size to W. Bradley Electric Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Abbott Industries, Inc. Employee Stock Ownership Plan in OK ($12M, 102 participants).
Which ESOP plans cover a similar participant headcount to W. Bradley Electric Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Union State Bank Employee Stock Ownership Plan in KS (83 participants, $1M 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 920468257.

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.