ESOP · DOL Form 5500 · 2022

Warm Corporation West ESOP

Data updated 2026-08-25

$175K
Total assets Small plan by assets
14
Participants Small participant base
10th
Percentile by assets National rank
$12,501
Avg per participant Low balance/head
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Official DOL plan name: Warm Corporation West Employee Stock Ownership Plan · Sponsored by Warm Corporation West · California · Construction

$175K in assets, 14 participants

Warm Corporation West's Warm Corporation West Employee Stock Ownership Plan reported $175K in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 10th 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.

  • #818 in Construction (9,927 peers)

Warm Corporation West multi-year trail

Warm Corporation West's plans moved -33.0% in assets from 2022 to 2024; this filing shows Warm Corporation West Employee Stock Ownership Plan at $175K / 14 participants.

#818
in Construction (9,927 peers)
-23.0%
assets change YoY

The plan reported a net loss of $69K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Warm Corporation West Employee Stock Ownership Plan among the smaller filed plans by assets

Warm Corporation West Employee Stock Ownership Plan vs every filed plan by assets

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

$175,020 10th percentile higher than 10% 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

Warm Corporation West 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. Warm Corporation West Employee Stock Ownership Plan is a small filing (14 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 050593745 · Warm Corporation West PY 2022 · ESOP

Warm Corporation West Employee Stock Ownership Plan · $175K · 14 · 10th

  • IND $175K
  • IND 14
  • IND 10th
  • IND ESOP
  • IND near Lincoln Park Savings Bank Employee Stock Ownership
  • IND ind #818

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 →

Warm Corporation West Employee Stock Ownership Plan in the asset neighbourhood

Warm Corporation West Employee Stock Ownership PlanWarm Corporation West Employ…$175KRlr Administrative Services Inc Employee Stock Ownership and Profit Sharing PlanRlr Administrative Services …$175KJ.B. Esker & Sons, Inc. Employee Stock Ownership PlanJ.B. Esker & Sons, Inc. Empl…$176KHdb Construction of Topeka, Inc. Employee Stock Ownership PlanHdb Construction of Topeka, …$177KLincoln Park Savings Bank Employee Stock OwnershipLincoln Park Savings Bank Em…$175K
End-of-year total assets ($M) among Warm Corporation West Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Warm Corporation West multi-year asset trail

Sponsor-wide plan assets over time

All Warm Corporation West plans reported in each filing year

Latest sponsor-wide plan assets
$117K 32.99908581876357% vs 2022
2024 filing year
$0.1M$0.12M$0.14M$0.16M$0.18M$0.2M 202220232024 $0.18M $0.12M ▼ -33.3%
Year Plans Participants Total Assets
2022 1 14 $175K
2023 1 14 $160K
2024 1 13 $117K

Warm Corporation West filing trail (2022)

Total Assets (Beginning of Year)$227K
Net Assets (End of Year)$143K
Net Income-$69K
Employer EIN050593745
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Warm Corporation West Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Warm Corporation West Employee Stock Ownership Plan, Total assets ($B): 0.00017502 · Participants: 14Warm Corporation West 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
Warm Corporation West Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Warm Corporation West Employee Stock Ownership Plan side-by-side with 3 peers →

Warm Corporation West Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Lincoln Park Savings Bank Employee Stock Ownership in NJ ($175K); by covered participants it is N-Link Corporation Employee Stock Ownership Plan in OR (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 did Warm Corporation West Employee Stock Ownership Plan assets move in 2022? ▼
Warm Corporation West Employee Stock Ownership Plan declined sharply - down 23.0% during 2022, from $227K to $175K. Reported net income was -$69K.
How have Warm Corporation West plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Warm Corporation West's sponsor-wide assets declined 33.0%, from $175K to $117K.
Where does Warm Corporation West Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Warm Corporation West Employee Stock Ownership Plan ranks in the 10th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Warm Corporation West Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lincoln Park Savings Bank Employee Stock Ownership in NJ ($175K, 21 participants).
Which ESOP plans cover a similar participant headcount to Warm Corporation West Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is N-Link Corporation Employee Stock Ownership Plan in OR (14 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 050593745.

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.