ESOP · DOL Form 5500 · 2022

Great Western Sales, Inc. ESOP

Data updated 2026-08-11

$13M
Total assets
102
Participants
69th
Percentile by assets
$122,716
Avg per participant
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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.

  • 69th percentile by assets (of 139,126 plans)
  • #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.

$13M
total plan assets (2022 EOY)
102
covered participants
69th
percentile by assets (of 139,126 plans)
$122,716
avg assets per participant

Where Mega Western Sales Employee Stock Ownership Plan sits 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 $2,010,000,000 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

State
Industry

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Mega Western Sales Employee Stock Ownership Plan reports 102 participants - about 16% of that state average ($13M EOY assets).

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.)

$10M$12M$14M$16M$18M$20M 202220232024 $12.5M $18.5M ▲ +48.0%
Total plan assets by year, all Great Western Sales, Inc. plans on file
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 ($B) Participants Mega Western Sales E…, Total assets ($B): 0.012517 · Participants: 102Mega Western Sales E…Parsons Employee Sto…, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Sto…Acco Employee Stock …, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock …Rosendin Electric, I…, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, I…Recology Employee St…, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee St…Agron, Inc. Employee…, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee…
Mega Western Sales Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Mega Western Sales Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Mega Western Sales Employee Stock Owners…

Filing takeaways

Ways to act on Mega Western Sales Employee Stock Ownership Plan's numbers.