ESOP · DOL Form 5500 · 2022
Weston & Sampson, Inc. ESOP
Data updated 2026-08-11
- $15M
- Total assets
- 563
- Participants
- 73rd
- Percentile by assets
- $27,177
- Avg per participant
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.
- 73rd percentile by assets (of 139,126 plans)
- #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.
- $15M
- total plan assets (2022 EOY)
- 563
- covered participants
- 73rd
- percentile by assets (of 139,126 plans)
- $27,177
- avg assets per participant
Where Weston & Sampson, Inc. Employee Stock Ownership Plan sits 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
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. across 3 plan years on file
Across the 3 plan years Weston & Sampson, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $15M to $53M, a gain of 245.4%, while reported participants moved from 563 to 718 (+27.5%). Peak year by sponsor assets: 2024 ($53M); trough: 2022 ($15M).
Weston & Sampson, Inc. multi-year asset trail
| 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 EIN | 201998367 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING 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
- Consigli Building Group Employee Stock Ownership Plan $495M · 1,315
- The Gillette Company Employee Stock Ownership Plan $381M · 193
- Abt Associates Inc. Employees Stock Ownership Plan $312M · 2,426
- New England Biolabs, Inc. Voting Stock Ownership Plan $272M · 386
- Eastern Bank Employee Stock Ownership Plan $259M · 1,646
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Weston & Sampson, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Weston & Sampson, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Weston & Sampson, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Massachusetts. Compare plans
- Weston & Sampson, Inc.'s sponsor-wide assets have grown 245.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans