ESOP · DOL Form 5500 · 2023

Warehouse One, Inc. ESOP

Data updated 2026-08-25

$35M
Total assets Below avg plan size
34
Participants Small participant base
81st
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Warehouse One, Inc. Employee Stock Ownership Plan · Sponsored by Warehouse One, Inc. · Missouri · Retail Trade

$35M in assets, 34 participants

Warehouse One, Inc.'s Warehouse One, Inc. Employee Stock Ownership Plan reported $35M in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,500 in Retail Trade (8,414 peers)

Where Warehouse One, Inc. Employee Stock Ownership Plan sits by assets

Warehouse One, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $35M for 34 participants (~$1.0M/participant), up 41.4% in 2023.

#7,500
in Retail Trade (8,414 peers)
+41.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Warehouse One, Inc. Employee Stock Ownership Plan's outsized position by total assets

Warehouse One, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$34,658,232 Top 19% higher than 81% 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

Warehouse One, Inc. 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. Warehouse One, Inc. Employee Stock Ownership Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Warehouse One, Inc. Employee Stock Ownership Plan reported net income rose from $5M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Warehouse One, Inc. Employee Stock Ownership Plan end-of-year assets rose from $25M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Warehouse One, Inc. Employee Stock Ownership Plan reported participants rose from 31 in the plan year 2022 filing to 34 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 431559441 · Warehouse One, Inc. PY 2023 · ESOP

Warehouse One, Inc. Employee Stock Ownership Plan · $35M · 34 · 81st

  • NET $35M
  • BOOK 34
  • VS-ST 81st
  • BOY ESOP
  • SCH near C.H. Guernsey & Company Employee Stock Ownership Plan
  • EBSA ind #7500

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 →

Warehouse One, Inc. Employee Stock Ownership Plan in the asset neighbourhood

California Hydronics Corporation Employee Stock Ownership PlanCalifornia Hydronics Corpora…$35MC.H. Guernsey & Company Employee Stock Ownership PlanC.H. Guernsey & Company Empl…$35MWarehouse One, Inc. Employee Stock Ownership PlanWarehouse One, Inc. Employee…$35MWoodfold Employee Stock Ownership PlanWoodfold Employee Stock Owne…$35MRaffertys, Inc. Employee Stock Ownership PlanRaffertys, Inc. Employee Sto…$35M
End-of-year total assets ($M) among Warehouse One, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$30M
Net Income$10M
Employer EIN431559441
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Warehouse One, Inc.)

Sponsor-wide plan assets over time

All Warehouse One, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 36.99301450113918% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.5M $33.6M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 31 $25M
2023 1 34 $35M
2024 1 39 $34M

Nearby ESOP Plans in Missouri

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

Warehouse One, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Warehouse One, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.034658232 · Participants: 34Warehouse One, Inc. 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
Warehouse One, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Warehouse One, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest ESOP by assets is C.H. Guernsey & Company Employee Stock Ownership Plan in OK ($35M); by covered participants it is Rincon Technology, Inc. Employee Stock Ownership Plan in TX (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 participants); asset peers above are excluded.

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 Warehouse One, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Warehouse One, Inc. Employee Stock Ownership Plan surged - up 41.4% during 2023, from $25M to $35M. Reported net income was $10M.
How have Warehouse One, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Warehouse One, Inc.'s sponsor-wide assets grew 37.0%, from $25M to $34M.
Where does Warehouse One, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Warehouse One, Inc. Employee Stock Ownership Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Warehouse One, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is C.H. Guernsey & Company Employee Stock Ownership Plan in OK ($35M, 101 participants).
Which ESOP plans cover a similar participant headcount to Warehouse One, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Rincon Technology, Inc. Employee Stock Ownership Plan in TX (34 participants, $6M 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 431559441.

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.