ESOP · DOL Form 5500 · 2023

Westpac Holding Company, Inc. ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
58
Participants Small participant base
72nd
Percentile by assets National rank
$335,835
Avg per participant High balance/head
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Official DOL plan name: Wph Employee Stock Ownership Plan · Sponsored by Westpac Holding Company, Inc. · California · Construction

$19M in assets, 58 participants

Westpac Holding Company, Inc.'s Wph Employee Stock Ownership Plan reported $19M in total assets and 58 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #6,401 in Construction (9,030 peers)

Westpac Holding Company, Inc. multi-year trail

Westpac Holding Company, Inc.'s plans moved +49.6% in assets from 2022 to 2024; this filing shows Wph Employee Stock Ownership Plan at $19M / 58 participants.

#6,401
in Construction (9,030 peers)
+20.0%
assets growth YoY

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

Wph Employee Stock Ownership Plan vs every filed plan by assets

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

$19,478,431 Top 28% higher than 72% 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

Wph 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. Wph Employee Stock Ownership Plan is a small filing (58 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wph Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Wph Employee Stock Ownership Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Wph Employee Stock Ownership Plan reported participants fell from 61 in the plan year 2022 filing to 58 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 205722172 · Westpac Holding Company, Inc. PY 2023 · ESOP

Wph Employee Stock Ownership Plan · $19M · 58 · 72nd

  • IND $19M
  • IND 58
  • IND 72nd
  • IND ESOP
  • IND near Crown Enterprises, Inc. Employee Stock Ownership Plan
  • IND ind #6401

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 →

Wph Employee Stock Ownership Plan in the asset neighbourhood

R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and TrustR.E. Sweeney Company, Inc. S…$19MTuxedo Investments, Inc. Employee Stock Ownership Plan and Trust AgreementTuxedo Investments, Inc. Emp…$19MWph Employee Stock Ownership PlanWph Employee Stock Ownership…$19MCrown Enterprises, Inc. Employee Stock Ownership PlanCrown Enterprises, Inc. Empl…$19MLantz Construction Company Employee Stock Ownership Plan and TrustLantz Construction Company E…$19M
End-of-year total assets ($M) among Wph Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Westpac Holding Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Westpac Holding Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 49.55598717908129% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.2M $24.3M ▲ +49.5%
Year Plans Participants Total Assets
2022 1 61 $16M
2023 1 58 $19M
2024 1 62 $24M

Westpac Holding Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$4M
Employer EIN205722172
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Wph Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Wph Employee Stock Ownership Plan, Total assets ($B): 0.019478431 · Participants: 58Wph Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Wph Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Wph Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Crown Enterprises, Inc. Employee Stock Ownership Plan in MT ($19M); by covered participants it is First Union Financial Corporation Employee Stock Ownership Plan in AR (58 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 Wph Employee Stock Ownership Plan assets move in 2023? ▼
Wph Employee Stock Ownership Plan grew sharply - up 20.0% during 2023, from $16M to $19M. Reported net income was $4M.
How have Westpac Holding Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westpac Holding Company, Inc.'s sponsor-wide assets grew 49.6%, from $16M to $24M.
Which ESOP plans are similar in size to Wph Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Crown Enterprises, Inc. Employee Stock Ownership Plan in MT ($19M, 96 participants).
Which ESOP plans cover a similar participant headcount to Wph Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First Union Financial Corporation Employee Stock Ownership Plan in AR (58 participants, $2M in assets).

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 205722172.

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.