ESOP · DOL Form 5500 · 2022

Weston & Sampson, Inc. ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
563
Participants Below avg headcount
73rd
Percentile by assets National rank
$27,177
Avg per participant Low balance/head
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Official DOL plan name: Weston & Sampson, Inc. Employee Stock Ownership Plan · Sponsored by Weston & Sampson, Inc. · Massachusetts · Professional & Technical Services

$15M in assets, 563 participants

Weston & Sampson, Inc.'s Weston & Sampson, Inc. Employee Stock Ownership Plan reported $15M in total assets and 563 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #15,632 in Professional & Technical Services (21,562 peers)

Weston & Sampson, Inc. multi-year trail

Weston & Sampson, Inc.'s plans moved +245.4% in assets from 2022 to 2024; this filing shows Weston & Sampson, Inc. Employee Stock Ownership Plan at $15M / 563 participants.

#15,632
in Professional & Technical Services (21,562 peers)
+38.2%
assets growth YoY

Weston & Sampson, Inc. Employee Stock Ownership Plan's outsized position by total assets

Weston & Sampson, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$15,300,755 Top 27% higher than 73% 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

Weston & Sampson, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Weston & Sampson, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (563 participants).

Form 5500 schedule snapshot

Filing strip 201998367 · Weston & Sampson, Inc. PY 2022 · ESOP

Weston & Sampson, Inc. Employee Stock Ownership Plan · $15M · 563 · 73rd

  • PART $15M
  • TYPE 563
  • NET 73rd
  • BOOK ESOP
  • VS-ST near March-Westin Company, Inc. Employee Stock Ownership Plan
  • BOY ind #15632

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 Massachusetts →

Weston & Sampson, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Finished Art, Inc. Employee Stock Ownership PlanFinished Art, Inc. Employee …$15MSynergi Employee Stock Ownership PlanSynergi Employee Stock Owner…$15MWeston & Sampson, Inc. Employee Stock Ownership PlanWeston & Sampson, Inc. Emplo…$15MMarch-Westin Company, Inc. Employee Stock Ownership PlanMarch-Westin Company, Inc. E…$15MMid-Continental Restoration Company, Inc. Employees Stock Ownership Plan and TrustMid-Continental Restoration …$15M
End-of-year total assets ($M) among Weston & Sampson, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Weston & Sampson, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Weston & Sampson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 245.3776365937498% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $15.3M $52.9M ▲ +245.4%
Year Plans Participants Total Assets
2022 1 563 $15M
2023 1 602 $29M
2024 1 718 $53M

Weston & Sampson, Inc. filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$15M
Net Income$4M
Employer EIN201998367
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

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

Weston & Sampson, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 050010001500200025003000 -2000200400600 Total assets ($M) Participants Weston & Sampson, Inc. Employee Stock Ownership Plan, Total assets ($M): 15.300755 · Participants: 563Weston & Sampson, Inc. Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 495.023943 · Participants: 1315Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 380.839397 · Participants: 193The Gillette Company Employee Stock Ownership PlanAbt Associates Inc. Employees Stock Ownership Plan, Total assets ($M): 312.177588 · Participants: 2426Abt Associates Inc. Employees Stock Ownership PlanNew England Biolabs, Inc. Voting Stock Ownership Plan, Total assets ($M): 272.105333 · Participants: 386New England Biolabs, Inc. Voting Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 258.836117 · Participants: 1646Eastern Bank Employee Stock Ownership Plan
Weston & Sampson, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Weston & Sampson, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Weston & Sampson, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is March-Westin Company, Inc. Employee Stock Ownership Plan in WV ($15M); by covered participants it is Remco, Inc. Employee Stock Ownership Plan in PA (563 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (563 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 Weston & Sampson, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Weston & Sampson, Inc. Employee Stock Ownership Plan surged - up 38.2% during 2022, from $11M to $15M. Reported net income was $4M.
How have Weston & Sampson, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Weston & Sampson, Inc.'s sponsor-wide assets grew 245.4%, from $15M to $53M.
Which ESOP plans are similar in size to Weston & Sampson, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is March-Westin Company, Inc. Employee Stock Ownership Plan in WV ($15M, 89 participants).
Which ESOP plans cover a similar participant headcount to Weston & Sampson, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Remco, Inc. Employee Stock Ownership Plan in PA (563 participants, $21M 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 201998367.

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.