ESOP · DOL Form 5500 · 2022

Watts Engineering Sales, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
17
Participants Small participant base
65th
Percentile by assets National rank
$603,573
Avg per participant High balance/head
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Official DOL plan name: Watts Engineering Sales, Inc. Employee Stock Ownership Plan · Sponsored by Watts Engineering Sales, Inc. · Alabama · Wholesale Trade

$10M in assets, 17 participants

Watts Engineering Sales, Inc.'s Watts Engineering Sales, Inc. Employee Stock Ownership Plan reported $10M in total assets and 17 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #3,972 in Wholesale Trade (6,843 peers)

Watts Engineering Sales, Inc. multi-year trail

Watts Engineering Sales, Inc.'s plans moved +57.3% in assets from 2022 to 2024; this filing shows Watts Engineering Sales, Inc. Employee Stock Ownership Plan at $10M / 17 participants.

#3,972
in Wholesale Trade (6,843 peers)
+11.0%
assets growth YoY

Watts Engineering Sales, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Watts Engineering Sales, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$10,260,741 Top 35% higher than 65% of 139,123 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 2022

Watts Engineering Sales, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Watts Engineering Sales, Inc. Employee Stock Ownership Plan is a small filing (17 participants) on this national headcount ladder.

DOL schedule card

Filing strip 630497970 · Watts Engineering Sales, Inc. PY 2022 · ESOP

Watts Engineering Sales, Inc. Employee Stock Ownership Plan · $10M · 17 · 65th

  • SCH $10M
  • EBSA 17
  • PART 65th
  • TYPE ESOP
  • NET near Nicklas Supply, Inc. Employee Stock Ownership Plan
  • BOOK ind #3972

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 Alabama →

Watts Engineering Sales, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Alpine Snowguards Employee Stock Ownership PlanAlpine Snowguards Employee S…$10MProfessional Risk Associates, Inc. Employee Stock Ownership PlanProfessional Risk Associates…$10MWatts Engineering Sales, Inc. Employee Stock Ownership PlanWatts Engineering Sales, Inc…$10MNicklas Supply, Inc. Employee Stock Ownership PlanNicklas Supply, Inc. Employe…$10MModern Air Mechanical Employee Stock Ownership PlanModern Air Mechanical Employ…$10M
End-of-year total assets ($M) among Watts Engineering Sales, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Watts Engineering Sales, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Watts Engineering Sales, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 57.27147776169382% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.3M $16.1M ▲ +57.3%
Year Plans Participants Total Assets
2022 1 17 $10M
2023 1 18 $15M
2024 1 19 $16M

Watts Engineering Sales, Inc. filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN630497970
Plan Effective Date1985-11-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Alabama

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

Watts Engineering Sales, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants Scatter plot of 6 data points. -500050010001500 -1000100200300400500 Total assets ($M) Participants Watts Engineering Sales, Inc. Employee Stock Ownership Plan, Total assets ($M): 10.260741 · Participants: 17Watts Engineering Sales, Inc. Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 388.874122 · Participants: 1314Starfish Holdings, Inc. Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 388.874122 · Participants: 1314Starfish Holdings, Inc. Employee Stock Ownership PlanInline Electric Employee Stock Ownership Plan, Total assets ($M): 163.711693 · Participants: 231Inline Electric Employee Stock Ownership PlanSignature Homes Employee Stock Ownership Plan, Total assets ($M): 126.162 · Participants: 130Signature Homes Employee Stock Ownership PlanRadiance Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 120.092479 · Participants: 853Radiance Technologies, Inc. Employee Stock Ownership Plan
Watts Engineering Sales, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants
Compare Watts Engineering Sales, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Watts Engineering Sales, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Alabama, the nearest ESOP by assets is Nicklas Supply, Inc. Employee Stock Ownership Plan in PA ($10M); by covered participants it is Illini Hi-Reach, Inc. Employee Stock Ownership Plan in IN (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Watts Engineering Sales, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Watts Engineering Sales, Inc. Employee Stock Ownership Plan grew at a solid clip - up 11.0% during 2022, from $9M to $10M. Reported net income was $1M.
How have Watts Engineering Sales, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Watts Engineering Sales, Inc.'s sponsor-wide assets grew 57.3%, from $10M to $16M.
Which ESOP plans are similar in size to Watts Engineering Sales, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Nicklas Supply, Inc. Employee Stock Ownership Plan in PA ($10M, 59 participants).
Which ESOP plans cover a similar participant headcount to Watts Engineering Sales, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Illini Hi-Reach, Inc. Employee Stock Ownership Plan in IN (17 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 630497970.

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.