ESOP · DOL Form 5500 · 2022

Ewing-Foley, Inc. ESOP

Data updated 2026-08-25

$23M
Total assets Small plan by assets
89
Participants Small participant base
79th
Percentile by assets National rank
$254,042
Avg per participant Above avg balance/head
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Official DOL plan name: Ewing-Foley, Inc. Employee Stock Ownership Plan · Sponsored by Ewing-Foley, Inc. · California · Wholesale Trade

$23M in assets, 89 participants

Ewing-Foley, Inc.'s Ewing-Foley, Inc. Employee Stock Ownership Plan reported $23M in total assets and 89 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,317 in Wholesale Trade (6,843 peers)

Where Ewing-Foley, Inc. Employee Stock Ownership Plan sits by assets

Ewing-Foley, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $23M for 89 participants (~$254,042/participant), up 16.6% in 2022.

#5,317
in Wholesale Trade (6,843 peers)
+16.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Ewing-Foley, Inc. Employee Stock Ownership Plan's outsized position by total assets

Ewing-Foley, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$22,609,718 Top 21% higher than 79% 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

Ewing-Foley, Inc. 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. Ewing-Foley, Inc. Employee Stock Ownership Plan is a small filing (89 participants) on this national headcount ladder.

DOL schedule card

Filing strip 941535556 · Ewing-Foley, Inc. PY 2022 · ESOP

Ewing-Foley, Inc. Employee Stock Ownership Plan · $23M · 89 · 79th

  • BOOK $23M
  • BOOK 89
  • BOOK 79th
  • BOOK ESOP
  • BOOK near Citizens Bank Employee Stock Ownership and Retirement Savings Plan
  • BOOK ind #5317

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 →

Ewing-Foley, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Rotochopper, Inc. First Restated Employee Stock Ownership Plan and TrustRotochopper, Inc. First Rest…$23MEwing-Foley, Inc. Employee Stock Ownership PlanEwing-Foley, Inc. Employee S…$23MCitizens Bank Employee Stock Ownership and Retirement Savings PlanCitizens Bank Employee Stock…$23MEhlers and Associates, Inc. Employee Stock Ownership Plan and TrustEhlers and Associates, Inc. …$23MBuse Timber & Sales, Inc. Employee Stock Ownership PlanBuse Timber & Sales, Inc. Em…$23M
End-of-year total assets ($M) among Ewing-Foley, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN941535556
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ewing-Foley, Inc.)

Sponsor-wide plan assets over time

All Ewing-Foley, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 16.090150350591713% vs 2022
2024 filing year
$36M$38M$40M$42M$44M$46M 202220232024 $38M $44.1M ▲ +16.1%
Year Plans Participants Total Assets
2022 2 202 $38M
2023 2 242 $41M
2024 2 240 $44M

Nearby ESOP Plans in California

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

Ewing-Foley, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Ewing-Foley, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.022609718 · Participants: 89Ewing-Foley, 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
Ewing-Foley, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Ewing-Foley, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Ewing-Foley, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Citizens Bank Employee Stock Ownership and Retirement Savings Plan in NM ($23M); by covered participants it is Twin Mro Employee Stock Ownership Plan in CT (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 Ewing-Foley, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Ewing-Foley, Inc. Employee Stock Ownership Plan grew sharply - up 16.6% during 2022, from $19M to $23M. Reported net income was $3M.
How have Ewing-Foley, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ewing-Foley, Inc.'s sponsor-wide assets grew 16.1%, from $38M to $44M.
Where does Ewing-Foley, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ewing-Foley, Inc. Employee Stock Ownership Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Ewing-Foley, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Citizens Bank Employee Stock Ownership and Retirement Savings Plan in NM ($23M, 96 participants).
Which ESOP plans cover a similar participant headcount to Ewing-Foley, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Twin Mro Employee Stock Ownership Plan in CT (89 participants, $50M 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 941535556.

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.