ESOP · DOL Form 5500 · 2023

Warehouse One, Inc. ESOP

Data updated 2026-08-11

$35M
Total assets
34
Participants
81st
Percentile by assets
$1.0M
Avg per participant
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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.

  • 81st percentile by assets (of 127,072 plans)
  • #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.

$35M
total plan assets (2023 EOY)
34
covered participants
81st
percentile by assets (of 127,072 plans)
$1.0M
avg assets per participant

Where Warehouse One, Inc. Employee Stock Ownership Plan sits 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 $2,010,000,000 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

  • 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 →

State
Missouri
Industry
Retail Trade

Warehouse One, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Warehouse One, Inc. Employee Stock Ownership Plan outranks 81% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

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.)

$20M$25M$30M$35M$40M 202220232024 $24.5M $33.6M ▲ +37.0%
Total plan assets by year, all Warehouse One, Inc. plans on file
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 ($B) Participants Warehouse One, Inc. …, Total assets ($B): 0.034658232 · Participants: 34Warehouse One, Inc. …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 …
Warehouse One, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Warehouse One, Inc. Employee Stock Owner… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

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

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).

Next read for Warehouse One, Inc. Employee Stock Owner…

Scale reading

Ways to act on Warehouse One, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Warehouse One, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Missouri. Compare plans
  • Warehouse One, Inc.'s sponsor-wide assets have grown 37.0% since 2022 across 3 plan years on file. More Retail Trade plans

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.