ESOP · DOL Form 5500 · 2023

West Coast Lighting & Energy, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
59
Participants Small participant base
34th
Percentile by assets National rank
$44,899
Avg per participant Low balance/head
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Official DOL plan name: West Coast Lighting & Energy, Inc. Employee Stock Ownership Plan · Sponsored by West Coast Lighting & Energy, Inc. · California · Construction

$3M in assets, 59 participants

West Coast Lighting & Energy, Inc.'s West Coast Lighting & Energy, Inc. Employee Stock Ownership Plan reported $3M in total assets and 59 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,876 in Construction (9,030 peers)

West Coast Lighting & Energy, Inc. multi-year trail

West Coast Lighting & Energy, Inc.'s plans moved +203.5% in assets from 2022 to 2024; this filing shows West Coast Lighting & Energy, Inc. Employee Stock Ownership Plan at $3M / 59 participants.

#2,876
in Construction (9,030 peers)
-14.5%
assets change YoY

The plan reported a net loss of $382K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

West Coast Lighting & Energy, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

West Coast Lighting & Energy, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,649,044 34th percentile higher than 34% 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

West Coast Lighting & Energy, 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. West Coast Lighting & Energy, Inc. Employee Stock Ownership Plan is a small filing (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • West Coast Lighting & Energy, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • West Coast Lighting & Energy, Inc. Employee Stock Ownership Plan reported participants rose from 47 in the plan year 2022 filing to 59 in the plan year 2023 filing.
  • West Coast Lighting & Energy, Inc. Employee Stock Ownership Plan reported net income fell from -$356K in the plan year 2022 filing to -$382K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 330833984 · West Coast Lighting & Energy, Inc. PY 2023 · ESOP

West Coast Lighting & Energy, Inc. Employee Stock Ownership Plan · $3M · 59 · 34th

  • RANK $3M
  • RANK 59
  • RANK 34th
  • RANK ESOP
  • RANK near Bardenay, Inc. Retirement Plan
  • RANK ind #2876

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 →

West Coast Lighting & Energy, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Resource Systems Group, Inc. Employee Stock Ownership PlanResource Systems Group, Inc.…$3MA&t Systems, Inc. Employee Stock Ownership PlanA&t Systems, Inc. Employee S…$3MWest Coast Lighting & Energy, Inc. Employee Stock Ownership PlanWest Coast Lighting & Energy…$3MBardenay, Inc. Retirement PlanBardenay, Inc. Retirement Pl…$3MThe Bank of Herrin Employee Stock Ownership PlanThe Bank of Herrin Employee …$3M
End-of-year total assets ($M) among West Coast Lighting & Energy, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

West Coast Lighting & Energy, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All West Coast Lighting & Energy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 203.54141911117676% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $1.56M $4.73M ▲ +203.2%
Year Plans Participants Total Assets
2022 1 47 $2M
2023 3 170 $6M
2024 2 82 $5M

West Coast Lighting & Energy, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$382K
Employer EIN330833984
Plan Effective Date2004-11-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

West Coast Lighting & Energy, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants West Coast Lighting & Energy, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002649044 · Participants: 59West Coast Lighting & Energy, Inc. 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
West Coast Lighting & Energy, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

West Coast Lighting & Energy, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Bardenay, Inc. Retirement Plan in ID ($3M); by covered participants it is Generations Bank Employee Stock Ownership Plan in NY (59 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 West Coast Lighting & Energy, Inc. Employee Stock Ownership Plan assets move in 2023?
West Coast Lighting & Energy, Inc. Employee Stock Ownership Plan pulled back noticeably - down 14.5% during 2023, from $3M to $3M. Reported net income was -$382K.
How have West Coast Lighting & Energy, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), West Coast Lighting & Energy, Inc.'s sponsor-wide assets grew 203.5%, from $2M to $5M.
Which ESOP plans are similar in size to West Coast Lighting & Energy, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Bardenay, Inc. Retirement Plan in ID ($3M, 129 participants).
Which ESOP plans cover a similar participant headcount to West Coast Lighting & Energy, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Generations Bank Employee Stock Ownership Plan in NY (59 participants, $1M in assets).