ESOP · DOL Form 5500 · 2022

Ward Engineering Company, Inc ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
37th
Percentile by assets National rank
$618,513
Avg per participant High balance/head
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Official DOL plan name: Ward Engineering Company Employee Stock Ownership Plan · Sponsored by Ward Engineering Company, Inc · Kentucky · Professional & Technical Services

$2M in assets, 4 participants

Ward Engineering Company, Inc's Ward Engineering Company Employee Stock Ownership Plan reported $2M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #7,326 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

Ward Engineering Company Employee Stock Ownership Plan holds $2M for 4 participants - about $618,513 per participant, in the lower half of filed plans by assets.

#7,326
in Professional & Technical Services (21,562 peers)
-3.5%
assets change YoY

The plan reported a net loss of $108K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ward Engineering Company Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Ward Engineering Company Employee Stock Ownership Plan vs every filed plan by assets

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

$2,474,051 37th percentile higher than 37% 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

Ward Engineering Company Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ward Engineering Company Employee Stock Ownership Plan is a micro filing (4 participants), the leftmost band.

Published 5500 schedule card

Filing strip 610424738 · Ward Engineering Company, Inc PY 2022 · ESOP

Ward Engineering Company Employee Stock Ownership Plan · $2M · 4 · 37th

  • IND $2M
  • EOY 4
  • 5500 37th
  • ASSETS ESOP
  • PCT near Hand Construction Co., Inc. Employee Stock Ownership Plan
  • EIN ind #7326

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 Kentucky →

Ward Engineering Company Employee Stock Ownership Plan in the asset neighbourhood

Ward Engineering Company Employee Stock Ownership PlanWard Engineering Company Emp…$2MHand Construction Co., Inc. Employee Stock Ownership PlanHand Construction Co., Inc. …$2MBank 1st Employee Stock Ownership PlanBank 1st Employee Stock Owne…$2MEfs Wealth Management Employee Stock Ownership PlanEfs Wealth Management Employ…$2MEmployee Stock Ownership Plan of Lakeshore Bancorp, Inc.Employee Stock Ownership Pla…$2M
End-of-year total assets ($M) among Ward Engineering Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$108K
Employer EIN610424738
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ward Engineering Company, Inc)

Sponsor-wide plan assets over time

All Ward Engineering Company, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 8.96056710229498% vs 2022
2024 filing year
$2.4M$2.5M$2.6M$2.7M$2.8M 202220232024 $2.47M $2.7M ▲ +9.3%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $3M
2024 1 4 $3M

Nearby ESOP Plans in Kentucky

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

Ward Engineering Company Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.522.5 Total assets ($B) Participants Ward Engineering Company Employee Stock Ownership Plan, Total assets ($B): 0.002474051 · Participants: 4Ward Engineering Company Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.064849894 · Participants: 6338Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.13966969 · Participants: 682Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113190046 · Participants: 1269Gray, Inc. Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.108901392 · Participants: 831Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.082494483 · Participants: 444H & R Agri-Power Employee Stock Ownership Plan
Ward Engineering Company Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Ward Engineering Company Employee Stock Ownership Plan side-by-side with 3 peers →

Ward Engineering Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Hand Construction Co., Inc. Employee Stock Ownership Plan in LA ($2M); by covered participants it is Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust in MI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Ward Engineering Company Employee Stock Ownership Plan assets move in 2022? ▼
Ward Engineering Company Employee Stock Ownership Plan edged down modestly - down 3.5% during 2022, from $3M to $2M. Reported net income was -$108K.
How have Ward Engineering Company, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ward Engineering Company, Inc's sponsor-wide assets grew 9.0%, from $2M to $3M.
Which ESOP plans are similar in size to Ward Engineering Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hand Construction Co., Inc. Employee Stock Ownership Plan in LA ($2M, 33 participants).
Which ESOP plans cover a similar participant headcount to Ward Engineering Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust in MI (4 participants, $4M 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 610424738.

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.