ESOP · DOL Form 5500 · 2022
Watkins Ross & Co ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 25
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $147,892
- Avg per participant Above avg balance/head
Official DOL plan name: Watkins Ross & Co Employee Stock Ownership Plan · Sponsored by Watkins Ross & Co · Michigan · Professional & Technical Services
$4M in assets, 25 participants
Watkins Ross & Co's Watkins Ross & Co Employee Stock Ownership Plan reported $4M in total assets and 25 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.
- #9,041 in Professional & Technical Services (21,562 peers)
What the 2022 filing shows
Watkins Ross & Co Employee Stock Ownership Plan holds $4M for 25 participants - about $147,892 per participant, in the lower half of filed plans by assets.
- #9,041
- in Professional & Technical Services (21,562 peers)
- -1.7%
- assets change YoY
The plan reported a net loss of $63K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Watkins Ross & Co Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
Watkins Ross & Co Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,697,305 44th percentile higher than 44% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Watkins Ross & Co 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. Watkins Ross & Co Employee Stock Ownership Plan is a small filing (25 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 381477362 · Watkins Ross & Co PY 2022 · ESOP
Watkins Ross & Co Employee Stock Ownership Plan · $4M · 25 · 44th
- EOY $4M
- EOY 25
- EOY 44th
- EOY ESOP
- EOY near Servotronics, Inc. Employee Stock Ownership Plan
- EOY ind #9041
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 Michigan →
Watkins Ross & Co Employee Stock Ownership Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$63K |
| Employer EIN | 381477362 |
| Plan Effective Date | 1988-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Watkins Ross & Co)
Sponsor-wide plan assets over time
All Watkins Ross & Co plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 4.28549984380515% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25 | $4M |
| 2023 | 1 | 26 | $4M |
| 2024 | 1 | 26 | $4M |
Nearby ESOP Plans in Michigan
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Mcnaughton-Mckay Electric Company Employee Stock Ownership Plan $1.1B · 1,155
- The Kendall Group Employee Stock Ownership Plan $726M · 1,817
- Project Worldwide, Inc. Employee Stock Ownership Plan $395M · 977
- Motor City Electric Co. Employee Stock Ownership Plan $191M · 209
- Bandit Holding Company, Inc. Employee Stock Ownership Plan $182M · 591
Watkins Ross & Co Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Michigan, the nearest ESOP by assets is Servotronics, Inc. Employee Stock Ownership Plan in NY ($4M); by covered participants it is Econocorp, Inc. Employee Stock Ownership Plan in MA (25 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (25 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.