ESOP · DOL Form 5500 · 2022
Western State Agency, Inc. ESOP
Data updated 2026-08-11
- $45M
- Total assets
- 256
- Participants
- 87th
- Percentile by assets
- $177,389
- Avg per participant
Official DOL plan name: Western State Agency, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Western State Agency, Inc. · North Dakota · Finance & Insurance
$45M in assets, 256 participants
Western State Agency, Inc.'s Western State Agency, Inc. Employee Stock Ownership Plan and Trust reported $45M in total assets and 256 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- 87th percentile by assets (of 139,126 plans)
- #7,357 in Finance & Insurance (9,261 peers)
Where Western State Agency, Inc. Employee Stock Ownership Plan and Trust sits by assets
Western State Agency, Inc. Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $45M for 256 participants (~$177,389/participant), up 15.4% in 2022.
- $45M
- total plan assets (2022 EOY)
- 256
- covered participants
- 87th
- percentile by assets (of 139,126 plans)
- $177,389
- avg assets per participant
Western State Agency, Inc. Employee Stock Ownership Plan and Trust vs the 2022 asset distribution
By assets, Western State Agency, Inc. Employee Stock Ownership Plan and Trust outranks 87% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | $6M |
| Employer EIN | 450106740 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Western State Agency, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 512 | $61M |
| 2023 | 2 | 537 | $65M |
| 2024 | 2 | 573 | $77M |
Nearby ESOP Plans in North Dakota
Peer ESOP plans, same state, same plan type, ranked by total assets.
Western State Agency, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in North Dakota, assets vs. participants
- Border States Industries, Inc. Employee Stock Ownership Plan $1.1B · 2,781
- Scheels Employee Stock Ownership Plan $762M · 3,187
- Dakota Supply Group, Inc. Employee Stock Ownership Plan $234M · 616
- Ulteig, Inc. Employee Stock Ownership Plan $137M · 778
- Ulteig, Inc. Employee Stock Ownership Plan $137M · 778
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Western State Agency, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.
Frequently Asked Questions
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Ways to act on Western State Agency, Inc. Employee Stock Ownership Plan and Trust's numbers.
- By total assets, Western State Agency, Inc. Employee Stock Ownership Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in North Dakota. Compare plans
- Western State Agency, Inc.'s sponsor-wide assets have grown 25.0% since 2022 across 3 plan years on file. More Finance & Insurance plans