ESOP · DOL Form 5500 · 2022

Great Western Sales, Inc. ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
102
Participants Small participant base
69th
Percentile by assets National rank
$122,716
Avg per participant Near avg balance/head
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Official DOL plan name: Mega Western Sales Employee Stock Ownership Plan · Sponsored by Great Western Sales, Inc. · California · Wholesale Trade

$13M in assets, 102 participants

Great Western Sales, Inc.'s Mega Western Sales Employee Stock Ownership Plan reported $13M in total assets and 102 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,348 in Wholesale Trade (6,843 peers)

Coverage in California

Mega Western Sales Employee Stock Ownership Plan covers 102 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $13M.

#4,348
in Wholesale Trade (6,843 peers)
+66.1%
assets growth YoY

Mega Western Sales Employee Stock Ownership Plan's outsized position by total assets

Mega Western Sales Employee Stock Ownership Plan vs every filed plan by assets

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

$12,517,000 Top 31% higher than 69% 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

Mega Western Sales 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. Mega Western Sales Employee Stock Ownership Plan sits mid-pack in the medium band (102 participants).

Published 5500 schedule card

Filing strip 952806822 · Great Western Sales, Inc. PY 2022 · ESOP

Mega Western Sales Employee Stock Ownership Plan · $13M · 102 · 69th

  • SCH $13M
  • EBSA 102
  • PART 69th
  • TYPE ESOP
  • NET near Sports Turf Company, Inc. Employee Stock Ownership Plan
  • BOOK ind #4348

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 →

Mega Western Sales Employee Stock Ownership Plan in the asset neighbourhood

Mega Western Sales Employee Stock Ownership PlanMega Western Sales Employee …$13MSports Turf Company, Inc. Employee Stock Ownership PlanSports Turf Company, Inc. Em…$13MLife Cycle Engineering, Inc. Employee Stock Ownership PlanLife Cycle Engineering, Inc.…$12MLawrence Fabric Structures Inc. Employee Stock Ownership PlanLawrence Fabric Structures I…$12MMidcon Cables Co. Employee Stock Ownership Plan and Trust AgreementMidcon Cables Co. Employee S…$12M
End-of-year total assets ($M) among Mega Western Sales Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)-$20M
Net Income$6M
Employer EIN952806822
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Great Western Sales, Inc.)

Sponsor-wide plan assets over time

All Great Western Sales, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 48.03866741231925% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $12.5M $18.5M ▲ +48.0%
Year Plans Participants Total Assets
2022 1 102 $13M
2023 1 114 $16M
2024 1 104 $19M

Nearby ESOP Plans in California

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

Mega Western Sales Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Mega Western Sales Employee Stock Ownership Plan, Total assets ($B): 0.012517 · Participants: 102Mega Western Sales 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
Mega Western Sales Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Mega Western Sales Employee Stock Ownership Plan side-by-side with 3 peers →

Mega Western Sales Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Sports Turf Company, Inc. Employee Stock Ownership Plan in GA ($13M); by covered participants it is Container and Packaging Employee Stock Ownership Plan and Trust in ID (102 participants). Same-state nearby plans are listed separately above.

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 Mega Western Sales Employee Stock Ownership Plan assets move in 2022? ▼
Mega Western Sales Employee Stock Ownership Plan surged - up 66.1% during 2022, from $8M to $13M. Reported net income was $6M.
How have Great Western Sales, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Great Western Sales, Inc.'s sponsor-wide assets grew 48.0%, from $13M to $19M.
Which ESOP plans are similar in size to Mega Western Sales Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sports Turf Company, Inc. Employee Stock Ownership Plan in GA ($13M, 36 participants).
Which ESOP plans cover a similar participant headcount to Mega Western Sales Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Container and Packaging Employee Stock Ownership Plan and Trust in ID (102 participants, $2M 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 952806822.

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.