ESOP · DOL Form 5500 · 2023

Warco Manufacturing Co., Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
32
Participants Small participant base
63rd
Percentile by assets National rank
$382,250
Avg per participant High balance/head
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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.

  • #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.

#9,395
in Manufacturing (18,722 peers)
+21.3%
assets growth YoY

Warco Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

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 $2,050,000,000 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 2023

Warco Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Warco Employee Stock Ownership Plan is a small filing (32 participants) on this national headcount ladder.

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 →

EBSA filing schedule strip

Filing strip 430965112 · Warco Manufacturing Co., Inc. PY 2023 · ESOP

Warco Employee Stock Ownership Plan · $12M · 32 · 63rd

  • NET $12M
  • NET 32
  • NET 63rd
  • NET ESOP
  • NET near Ohnward Bancshares, Inc. Employee Stock Ownership Plan and Trust
  • NET ind #9395

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 Missouri →

Warco Employee Stock Ownership Plan in the asset neighbourhood

Tharanco Group, Inc. Employee Stock Ownership PlanTharanco Group, Inc. Employe…$12MA. Epstein & Sons International, Inc. Employee Stock Ownership PlanA. Epstein & Sons Internatio…$12MStarkey Laboratories, Inc. Employee Stock Ownership PlanStarkey Laboratories, Inc. E…$12MWarco Employee Stock Ownership PlanWarco Employee Stock Ownersh…$12MOhnward Bancshares, Inc. Employee Stock Ownership Plan and TrustOhnward Bancshares, Inc. Emp…$12M
End-of-year total assets ($M) among Warco Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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

Sponsor-wide plan assets over time

All Warco Manufacturing Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 52.566904841504204% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $12.6M $19.2M ▲ +52.5%
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 ($B) Participants Warco Employee Stock Ownership Plan, Total assets ($B): 0.012231998 · Participants: 32Warco Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.708605759 · Participants: 8553Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.489427066 · Participants: 3651Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.442677383 · Participants: 560Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.429385855 · Participants: 2457Je Dunn Employee Stock Ownership Plan and TrustEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.312725972 · Participants: 1947Emery Sapp Employee Stock Ownership Plan
Warco Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants

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

Outside Missouri, the nearest ESOP by assets is Ohnward Bancshares, Inc. Employee Stock Ownership Plan and Trust in IA ($12M); by covered participants it is Home Science Tools Employee Stock Ownership Plan in MT (32 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which ESOP plans cover a similar participant headcount to Warco Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Home Science Tools Employee Stock Ownership Plan in MT (32 participants, $100K in assets).