ESOP · DOL Form 5500 · 2022
Wsr Holdings, LLC ESOP
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 78
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $144,443
- Avg per participant Above avg balance/head
Official DOL plan name: Wsr Holdings, LLC Employee Stock Ownership Plan · Sponsored by Wsr Holdings, LLC · Utah · Manufacturing
$11M in assets, 78 participants
Wsr Holdings, LLC's Wsr Holdings, LLC Employee Stock Ownership Plan reported $11M in total assets and 78 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.
- #11,370 in Manufacturing (20,602 peers)
Wsr Holdings, LLC multi-year trail
Wsr Holdings, LLC's plans moved +59.5% in assets from 2022 to 2024; this filing shows Wsr Holdings, LLC Employee Stock Ownership Plan at $11M / 78 participants.
- #11,370
- in Manufacturing (20,602 peers)
- +67.4%
- assets growth YoY
Wsr Holdings, LLC Employee Stock Ownership Plan's outsized position by total assets
Wsr Holdings, LLC Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,266,533 Top 33% higher than 67% 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
Wsr Holdings, LLC 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. Wsr Holdings, LLC Employee Stock Ownership Plan is a small filing (78 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 870683409 · Wsr Holdings, LLC PY 2022 · ESOP
Wsr Holdings, LLC Employee Stock Ownership Plan · $11M · 78 · 67th
- BOOK $11M
- BOOK 78
- BOOK 67th
- BOOK ESOP
- BOOK near Capitol Bearing & Hydraulics Employee Stock Ownership Plan
- BOOK ind #11370
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 Utah →
Wsr Holdings, LLC Employee Stock Ownership Plan in the asset neighbourhood
Wsr Holdings, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Wsr Holdings, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 59.48126189307749% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 78 | $11M |
| 2023 | 1 | 50 | $10M |
| 2024 | 1 | 82 | $18M |
Wsr Holdings, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $5M |
| Employer EIN | 870683409 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Utah
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Fj Management Inc. Employee Stock Ownership Plan $100M · 33
- Jacobsen Construction Company, Inc. Employee Stock Ownership Plan $98M · 492
- Rocky Mountain Atv, Inc. Employee Stock Ownership Plan $79M · 473
- Whitaker Construction Co., Inc. Employee Stock Ownership Plan $61M · 650
- Central Milling Employee Stock Ownership Plan and Trust $32M · 108
Wsr Holdings, LLC Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Utah, the nearest ESOP by assets is Capitol Bearing & Hydraulics Employee Stock Ownership Plan in TX ($11M); by covered participants it is Busch Products, Inc. Employee Stock Ownership Plan in NY (78 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (78 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.