ESOP · DOL Form 5500 · 2022

Westpak, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
64
Participants Small participant base
69th
Percentile by assets National rank
$190,139
Avg per participant Above avg balance/head
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Official DOL plan name: Westpak Employee Stock Ownership Plan · Sponsored by Westpak, Inc. · California · Professional & Technical Services

$12M in assets, 64 participants

Westpak, Inc.'s Westpak Employee Stock Ownership Plan reported $12M in total assets and 64 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #14,661 in Professional & Technical Services (21,562 peers)

Westpak, Inc. multi-year trail

Westpak, Inc.'s plans moved +24.7% in assets from 2022 to 2024; this filing shows Westpak Employee Stock Ownership Plan at $12M / 64 participants.

#14,661
in Professional & Technical Services (21,562 peers)
+7.1%
assets growth YoY

Westpak Employee Stock Ownership Plan's outsized position by total assets

Westpak Employee Stock Ownership Plan vs every filed plan by assets

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

$12,168,906 Top 31% higher than 69% 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

Westpak 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. Westpak Employee Stock Ownership Plan is a small filing (64 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 770124169 · Westpak, Inc. PY 2022 · ESOP

Westpak Employee Stock Ownership Plan · $12M · 64 · 69th

  • EIN $12M
  • EIN 64
  • EIN 69th
  • EIN ESOP
  • EIN near Immediate Health Employee Stock Ownership Plan
  • EIN ind #14661

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 →

Westpak Employee Stock Ownership Plan in the asset neighbourhood

Immediate Health Employee Stock Ownership PlanImmediate Health Employee St…$12MKrofam, Inc. & Subsidiaries Employee Stock Ownership Plan & TrustKrofam, Inc. & Subsidiaries …$12MFirst National Bank of Eastern Arkansas Employee Stock Ownership PlanFirst National Bank of Easte…$12MWestpak Employee Stock Ownership PlanWestpak Employee Stock Owner…$12MVic's Crane & Heavy Haul, Inc. Employee Stock Ownership PlanVic's Crane & Heavy Haul, In…$12M
End-of-year total assets ($M) among Westpak Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Westpak, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Westpak, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 24.720643336749752% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.5M $26.8M ▲ +24.7%
Year Plans Participants Total Assets
2022 2 141 $21M
2023 2 154 $26M
2024 2 170 $27M

Westpak, Inc. filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN770124169
Plan Effective Date2013-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Westpak Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Westpak Employee Stock Ownership Plan, Total assets ($B): 0.012168906 · Participants: 64Westpak 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
Westpak Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Westpak Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Immediate Health Employee Stock Ownership Plan in OH ($12M); by covered participants it is The Bank of Tescott Employee Stock Ownership Plan and Trust in KS (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Westpak Employee Stock Ownership Plan assets move in 2022? ▼
Westpak Employee Stock Ownership Plan grew at a solid clip - up 7.1% during 2022, from $11M to $12M. Reported net income was $1M.
How have Westpak, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westpak, Inc.'s sponsor-wide assets grew 24.7%, from $21M to $27M.
Which ESOP plans are similar in size to Westpak Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Immediate Health Employee Stock Ownership Plan in OH ($12M, 90 participants).
Which ESOP plans cover a similar participant headcount to Westpak Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Bank of Tescott Employee Stock Ownership Plan and Trust in KS (64 participants, $5M 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 770124169.

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.