ESOP · DOL Form 5500 · 2023

Warco Manufacturing Co., Inc. ESOP

Data updated 2026-08-11

$12M
Total assets
32
Participants
63rd
Percentile by assets
$382,250
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Warco Employee Stock Ownership Plan · Sponsored by Warco Manufacturing Co., Inc. · Missouri · Manufacturing

$12M in assets, 32 participants

Warco Manufacturing Co., Inc.'s Warco Employee Stock Ownership Plan reported $12M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • 63rd percentile by assets (of 127,072 plans)
  • #9,395 in Manufacturing (18,722 peers)

Warco Manufacturing Co., Inc. multi-year trail

Warco Manufacturing Co., Inc.'s plans moved +52.6% in assets from 2022 to 2024; this filing shows Warco Employee Stock Ownership Plan at $12M / 32 participants.

$12M
total plan assets (2023 EOY)
32
covered participants
63rd
percentile by assets (of 127,072 plans)
$382,250
avg assets per participant

Where Warco Employee Stock Ownership Plan sits by total assets

Warco Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,231,998 Top 37% higher than 63% of 127,068 filed plans

This plan $0 $2,010,000,000 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Warco Employee Stock Ownership Plan reported net income rose from -$180K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Warco Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Warco Employee Stock Ownership Plan reported participants rose from 30 in the plan year 2022 filing to 32 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Missouri
Industry
Manufacturing

Warco Manufacturing Co., Inc. across 3 plan years on file

Across the 3 plan years Warco Manufacturing Co., Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $13M to $19M, a gain of 52.6%, while reported participants moved from 59 to 67 (+13.6%). Peak year by sponsor assets: 2024 ($19M); trough: 2022 ($13M).

Warco Manufacturing Co., Inc. multi-year asset trail

$10M$12M$14M$16M$18M$20M 202220232024 $12.6M $19.2M ▲ +52.5%
Total plan assets by year, all Warco Manufacturing Co., Inc. plans on file
Year Plans Participants Total Assets
2022 2 59 $13M
2023 2 63 $15M
2024 2 67 $19M

Warco Manufacturing Co., Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN430965112
Plan Effective Date2005-05-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Missouri

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

Warco Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Warco Employee Stock…, Total assets ($B): 0.012231998 · Participants: 32Warco Employee Stock…Burns & Mcdonnell, I…, Total assets ($B): 4.708605759 · Participants: 8553Burns & Mcdonnell, I…Mccarthy Employee St…, Total assets ($B): 1.489427066 · Participants: 3651Mccarthy Employee St…Arco DB Companies, I…, Total assets ($B): 0.442677383 · Participants: 560Arco DB Companies, I…Je Dunn Employee Sto…, Total assets ($B): 0.429385855 · Participants: 2457Je Dunn Employee Sto…Emery Sapp Employee …, Total assets ($B): 0.312725972 · Participants: 1947Emery Sapp Employee …
Warco Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Warco Employee Stock Ownership Plan side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Warco Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Warco Employee Stock Ownership Plan assets move in 2023? ▼
Warco Employee Stock Ownership Plan grew sharply - up 21.3% during 2023, from $10M to $12M. Reported net income was $2M.
How have Warco Manufacturing Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Warco Manufacturing Co., Inc.'s sponsor-wide assets grew 52.6%, from $13M to $19M.
Which ESOP plans are similar in size to Warco Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ohnward Bancshares, Inc. Employee Stock Ownership Plan and Trust in IA ($12M, 114 participants).

Next read for Warco Employee Stock Ownership Plan

Multi-year trail

Ways to act on Warco Employee Stock Ownership Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 430965112.

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.