ESOP · DOL Form 5500 · 2022
Woodruff-Sawyer & Co. ESOP
Data updated 2026-08-11
- $102M
- Total assets
- 532
- Participants
- 93rd
- Percentile by assets
- $191,504
- Avg per participant
Official DOL plan name: Woodruff-Sawyer & Co. Employee Stock Ownership Plan · Sponsored by Woodruff-Sawyer & Co. · California · Finance & Insurance
$102M in assets, 532 participants
Woodruff-Sawyer & Co.'s Woodruff-Sawyer & Co. Employee Stock Ownership Plan reported $102M in total assets and 532 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 139,126 plans)
- #8,200 in Finance & Insurance (9,261 peers)
Where Woodruff-Sawyer & Co. Employee Stock Ownership Plan sits by assets
Woodruff-Sawyer & Co. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $102M for 532 participants (~$191,504/participant), down 7.3% in 2022.
- $102M
- total plan assets (2022 EOY)
- 532
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $191,504
- avg assets per participant
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Woodruff-Sawyer & Co. Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, Woodruff-Sawyer & Co. Employee Stock Ownership Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $110M |
|---|---|
| Net Assets (End of Year) | $102M |
| Net Income | -$8M |
| Employer EIN | 941625126 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Woodruff-Sawyer & Co.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,068 | $212M |
| 2023 | 2 | 1,218 | $206M |
| 2024 | 2 | 1,319 | $260M |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
Woodruff-Sawyer & Co. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
- Parsons Employee Stock Ownership Plan $2.9B · 7,804
- Acco Employee Stock Ownership Plan $1.2B · 1,318
- Rosendin Electric, Inc. Employee Stock Ownership Plan $995M · 1,488
- Recology Employee Stock Ownership Plan $462M · 3,560
- Agron, Inc. Employee Stock Ownership Plan $456M · 70
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Woodruff-Sawyer & Co. Employee Stock Ownership Plan by total assets, not by location.
- Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust (MN) $102M · 143
- The Franklin Group, Inc. Employee Stock Ownership Plan and Trust (ID) $102M · 569
- Dealers Electrical Supply Co. Employee Stock Ownership Plan (TX) $101M · 511
- Hercules Industries, Inc. Employee Stock Ownership Plan (CO) $101M · 395
Frequently Asked Questions
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Ways to act on Woodruff-Sawyer & Co. Employee Stock Ownership Plan's numbers.
- By total assets, Woodruff-Sawyer & Co. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Woodruff-Sawyer & Co.'s sponsor-wide assets have grown 22.6% since 2022 across 3 plan years on file. More Finance & Insurance plans