ESOP · DOL Form 5500 · 2022

William M. Perkins Company, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
112
Participants Small participant base
43rd
Percentile by assets National rank
$30,121
Avg per participant Low balance/head
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Official DOL plan name: William M. Perkins Company, Inc. Employee Stock Ownership Plan · Sponsored by William M. Perkins Company, Inc. · California · Construction

$3M in assets, 112 participants

William M. Perkins Company, Inc.'s William M. Perkins Company, Inc. Employee Stock Ownership Plan reported $3M in total assets and 112 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #4,077 in Construction (9,927 peers)

Coverage in California

William M. Perkins Company, Inc. Employee Stock Ownership Plan covers 112 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $3M.

#4,077
in Construction (9,927 peers)
-0.2%
assets change YoY

William M. Perkins Company, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

William M. Perkins Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,373,532 43rd percentile higher than 43% 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

William M. Perkins Company, 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. William M. Perkins Company, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (112 participants).

Published 5500 schedule card

Filing strip 330038141 · William M. Perkins Company, Inc. PY 2022 · ESOP

William M. Perkins Company, Inc. Employee Stock Ownership Plan · $3M · 112 · 43rd

  • 5500 $3M
  • 5500 112
  • 5500 43rd
  • 5500 ESOP
  • 5500 near Scci Employee Stock Ownership Plan
  • 5500 ind #4077

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 California →

William M. Perkins Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Marengo Tool & Die Works, Inc. Employee Stock Ownership PlanMarengo Tool & Die Works, In…$3MWilliam M. Perkins Company, Inc. Employee Stock Ownership PlanWilliam M. Perkins Company, …$3MScci Employee Stock Ownership PlanScci Employee Stock Ownershi…$3MWdp & Associates Consulting Engineers, Inc. Employee Stock Ownership PlanWdp & Associates Consulting …$3MHarris Group Inc. Employee Stock Ownership PlanHarris Group Inc. Employee S…$3M
End-of-year total assets ($M) among William M. Perkins Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$16K
Employer EIN330038141
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (William M. Perkins Company, Inc.)

Sponsor-wide plan assets over time

All William M. Perkins Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 10.391067877820634% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.37M $3.72M ▲ +10.4%
Year Plans Participants Total Assets
2022 1 112 $3M
2023 1 102 $4M
2024 1 93 $4M

Nearby ESOP Plans in California

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

William M. Perkins Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants William M. Perkins Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.003373532 · Participants: 112William M. Perkins Company, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
William M. Perkins Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare William M. Perkins Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

William M. Perkins Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Scci Employee Stock Ownership Plan in IA ($3M); by covered participants it is Mjw Consolidated, Inc. Employee Stock Ownership Plan in FL (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 William M. Perkins Company, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
William M. Perkins Company, Inc. Employee Stock Ownership Plan held essentially flat - down 0.2% during 2022, from $3M to $3M. Reported net income was $16K.
How have William M. Perkins Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William M. Perkins Company, Inc.'s sponsor-wide assets grew 10.4%, from $3M to $4M.
Which ESOP plans are similar in size to William M. Perkins Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Scci Employee Stock Ownership Plan in IA ($3M, 33 participants).
Which ESOP plans cover a similar participant headcount to William M. Perkins Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mjw Consolidated, Inc. Employee Stock Ownership Plan in FL (112 participants, $45M 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 330038141.

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.