ESOP · DOL Form 5500 · 2023

Whitestone Associates, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
71
Participants Small participant base
61st
Percentile by assets National rank
$154,091
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Whitestone Associates, Inc. ESOP · Sponsored by Whitestone Associates, Inc. · New Jersey · Professional & Technical Services

$11M in assets, 71 participants

Whitestone Associates, Inc.'s Whitestone Associates, Inc. ESOP reported $11M in total assets and 71 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,067 in Professional & Technical Services (20,321 peers)

Whitestone Associates, Inc. multi-year trail

Whitestone Associates, Inc.'s plans moved +238.1% in assets from 2022 to 2024; this filing shows Whitestone Associates, Inc. ESOP at $11M / 71 participants.

#12,067
in Professional & Technical Services (20,321 peers)
+102.8%
assets growth YoY

Whitestone Associates, Inc. ESOP's mid-pack asset rank among Professional & Technical Services and all filers

Whitestone Associates, Inc. ESOP vs every filed plan by assets

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

$10,940,491 Top 39% higher than 61% 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

Whitestone Associates, Inc. ESOP among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Whitestone Associates, Inc. ESOP is a small filing (71 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Whitestone Associates, Inc. ESOP reported net income rose from $1M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Whitestone Associates, Inc. ESOP end-of-year assets rose from $5M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Whitestone Associates, Inc. ESOP reported participants rose from 62 in the plan year 2022 filing to 71 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 876377432 · Whitestone Associates, Inc. PY 2023 · ESOP

Whitestone Associates, Inc. ESOP · $11M · 71 · 61st

  • PHOTO $11M
  • PHOTO 71
  • PHOTO 61st
  • PHOTO ESOP
  • PHOTO near K. H. Employee Stock Ownership Plan
  • PHOTO ind #12067

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 New Jersey →

Whitestone Associates, Inc. ESOP in the asset neighbourhood

First Financial Northwest, Inc. Employee Stock Ownership PlanFirst Financial Northwest, I…$11MLuckett & Farley Employee Stock Ownership Plan and Trust AgreementLuckett & Farley Employee St…$11MWhitestone Associates, Inc. ESOPWhitestone Associates, Inc. …$11MK. H. Employee Stock Ownership PlanK. H. Employee Stock Ownersh…$11MCrs Hardware Corporation Employee Stock Ownership PlanCrs Hardware Corporation Emp…$11M
End-of-year total assets ($M) among Whitestone Associates, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Whitestone Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Whitestone Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 238.08077063519573% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $5.4M $18.2M ▲ +237.8%
Year Plans Participants Total Assets
2022 1 62 $5M
2023 1 71 $11M
2024 1 86 $18M

Whitestone Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)-$20M
Net Income$6M
Employer EIN876377432
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Jersey

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

Whitestone Associates, Inc. ESOP vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400500 Total assets ($M) Participants Whitestone Associates, Inc. ESOP, Total assets ($M): 10.940491 · Participants: 71Whitestone Associates, Inc. ESOPOkonite Company Employees Stock Ownership Plan, Total assets ($M): 420.904787 · Participants: 1127Okonite Company Employees Stock Ownership PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 309.109417 · Participants: 1571Mathematica Group Holding Inc. Employee Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 300.696739 · Participants: 1050Conair LLC Savings and Investment PlanAmboy Bancorporation Employee Stock Ownership Plan, Total assets ($M): 106.542135 · Participants: 193Amboy Bancorporation Employee Stock Ownership PlanColumbia Bank Employee Stock Ownership Plan, Total assets ($M): 85.571031 · Participants: 729Columbia Bank Employee Stock Ownership Plan
Whitestone Associates, Inc. ESOP vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Whitestone Associates, Inc. ESOP side-by-side with 3 peers →

Whitestone Associates, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is K. H. Employee Stock Ownership Plan in WI ($11M); by covered participants it is E80 Holdings, Inc. Employee Stock Ownership Plan in WI (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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 Whitestone Associates, Inc. ESOP assets move in 2023? ▼
Whitestone Associates, Inc. ESOP surged - up 102.8% during 2023, from $5M to $11M. Reported net income was $6M.
How have Whitestone Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whitestone Associates, Inc.'s sponsor-wide assets grew 238.1%, from $5M to $18M.
Which ESOP plans are similar in size to Whitestone Associates, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by assets is K. H. Employee Stock Ownership Plan in WI ($11M, 38 participants).
Which ESOP plans cover a similar participant headcount to Whitestone Associates, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is E80 Holdings, Inc. Employee Stock Ownership Plan in WI (71 participants, $7M 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 876377432.

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.