ESOP · DOL Form 5500 · 2022

Wetherill Engineering, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
68
Participants Small participant base
40th
Percentile by assets National rank
$42,543
Avg per participant Low balance/head
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Official DOL plan name: Wetherill Engineering, Inc. Employee Stock Ownership Plan · Sponsored by Wetherill Engineering, Inc. · North Carolina · Professional & Technical Services

$3M in assets, 68 participants

Wetherill Engineering, Inc.'s Wetherill Engineering, Inc. Employee Stock Ownership Plan reported $3M in total assets and 68 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,985 in Professional & Technical Services (21,562 peers)

2022 asset change

Wetherill Engineering, Inc. Employee Stock Ownership Plan pulled back noticeably 8.2% in 2022 ($3M → $3M) for 68 participants.

#7,985
in Professional & Technical Services (21,562 peers)
-8.2%
assets change YoY

The plan reported a net loss of $57K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wetherill Engineering, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Wetherill Engineering, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,892,909 40th percentile higher than 40% 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

Wetherill Engineering, 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. Wetherill Engineering, Inc. Employee Stock Ownership Plan is a small filing (68 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 560811912 · Wetherill Engineering, Inc. PY 2022 · ESOP

Wetherill Engineering, Inc. Employee Stock Ownership Plan · $3M · 68 · 40th

  • PHOTO $3M
  • IND 68
  • EOY 40th
  • 5500 ESOP
  • ASSETS near Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust
  • PCT ind #7985

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 North Carolina →

Wetherill Engineering, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Fraser Engineering Company Employee Stock Ownership PlanFraser Engineering Company E…$3MWetherill Engineering, Inc. Employee Stock Ownership PlanWetherill Engineering, Inc. …$3MSchu/Marketing Associates, Inc. Employee Stock Ownership Plan and TrustSchu/Marketing Associates, I…$3MHambro Forest Products, Inc. Employee Stock Ownership PlanHambro Forest Products, Inc.…$3MRiverview Bancorp, Inc. Employee Stock Ownership PlanRiverview Bancorp, Inc. Empl…$3M
End-of-year total assets ($M) among Wetherill Engineering, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Wetherill Engineering, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Wetherill Engineering, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 6.0719158466443295% vs 2022
2024 filing year
$2.7M$2.8M$2.9M$3M 202220232024 $2.89M $2.72M ▼ -5.9%
Year Plans Participants Total Assets
2022 1 68 $3M
2023 1 75 $3M
2024 1 88 $3M

2022 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$380K
Net Income-$57K
Employer EIN560811912
Plan Effective Date2019-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Carolina

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

Wetherill Engineering, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Wetherill Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002892909 · Participants: 68Wetherill Engineering, Inc. Employee Stock Ownership PlanOld Dominion 401(k) Retirement Plan, Total assets ($B): 1.794370156 · Participants: 24080Old Dominion 401(k) Retirement PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.183667115 · Participants: 1322Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.082312735 · Participants: 147State Utility Contractors, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.077703602 · Participants: 250Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanMckim & Creed, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.071758417 · Participants: 790Mckim & Creed, Inc. Employee Stock Ownership Plan
Wetherill Engineering, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Wetherill Engineering, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest ESOP by assets is Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust in MN ($3M); by covered participants it is Cmg, Inc. in WI (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 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 Wetherill Engineering, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Wetherill Engineering, Inc. Employee Stock Ownership Plan pulled back noticeably - down 8.2% during 2022, from $3M to $3M. Reported net income was -$57K.
How have Wetherill Engineering, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wetherill Engineering, Inc.'s sponsor-wide assets declined 6.1%, from $3M to $3M.
Which ESOP plans are similar in size to Wetherill Engineering, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust in MN ($3M, 22 participants).
Which ESOP plans cover a similar participant headcount to Wetherill Engineering, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cmg, Inc. in WI (68 participants, $126M 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 560811912.

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.