ESOP · DOL Form 5500 · 2023

West Union Trenching ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
76
Participants Small participant base
66th
Percentile by assets National rank
$185,750
Avg per participant Above avg balance/head
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Official DOL plan name: West Union Trenching, Inc. Employee Stock Ownership Plan · Sponsored by West Union Trenching · Iowa · Construction

$14M in assets, 76 participants

West Union Trenching's West Union Trenching, Inc. Employee Stock Ownership Plan reported $14M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #5,839 in Construction (9,030 peers)

West Union Trenching multi-year trail

West Union Trenching's plans moved +379.9% in assets from 2022 to 2024; this filing shows West Union Trenching, Inc. Employee Stock Ownership Plan at $14M / 76 participants.

#5,839
in Construction (9,030 peers)
+67.2%
assets growth YoY

West Union Trenching, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

West Union Trenching, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$14,117,013 Top 34% higher than 66% 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 Union Trenching, 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 Union Trenching, Inc. Employee Stock Ownership Plan is a small filing (76 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • West Union Trenching, Inc. Employee Stock Ownership Plan reported net income rose from -$204K in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • West Union Trenching, Inc. Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • West Union Trenching, Inc. Employee Stock Ownership Plan reported participants rose from 63 in the plan year 2022 filing to 76 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 204930359 · West Union Trenching PY 2023 · ESOP

West Union Trenching, Inc. Employee Stock Ownership Plan · $14M · 76 · 66th

  • PHOTO $14M
  • IND 76
  • EOY 66th
  • 5500 ESOP
  • ASSETS near Dwg, Inc. Consulting Engineers Employee Stock Ownership Plan
  • PCT ind #5839

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 Iowa →

West Union Trenching, Inc. Employee Stock Ownership Plan in the asset neighbourhood

W. C. Spratt Incorporated Employee Stock Ownership PlanW. C. Spratt Incorporated Em…$14MWest Union Trenching, Inc. Employee Stock Ownership PlanWest Union Trenching, Inc. E…$14MDwg, Inc. Consulting Engineers Employee Stock Ownership PlanDwg, Inc. Consulting Enginee…$14MGt Distributors, Inc. Employee Stock Ownership PlanGt Distributors, Inc. Employ…$14MAnderson Employee Stock Ownership PlanAnderson Employee Stock Owne…$14M
End-of-year total assets ($M) among West Union Trenching, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

West Union Trenching multi-year asset trail

Sponsor-wide plan assets over time

All West Union Trenching plans reported in each filing year

Latest sponsor-wide plan assets
$41M 379.94847446417094% vs 2022
2024 filing year
$0M$10M$20M$30M$40M$50M 202220232024 $8.44M $40.5M ▲ +380.1%
Year Plans Participants Total Assets
2022 1 63 $8M
2023 1 76 $14M
2024 1 86 $41M

West Union Trenching filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income$6M
Employer EIN204930359
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Iowa

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

West Union Trenching, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 050010001500 -20002004006008001000 Total assets ($M) Participants West Union Trenching, Inc. Employee Stock Ownership Plan, Total assets ($M): 14.117013 · Participants: 76West Union Trenching, Inc. Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 863.986659 · Participants: 802Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 596.09835 · Participants: 801Van Meter Industrial, Inc. Employee Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 438.062674 · Participants: 667Precision, Inc. Employee Stock Ownership Plan and TrustIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 427.790025 · Participants: 771Ita Group Holdings, Inc. Employees' Stock Ownership PlanVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 405.931426 · Participants: 1070Vgm Group, Inc. Employee Stock Ownership Plan
West Union Trenching, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare West Union Trenching, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

West Union Trenching, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Dwg, Inc. Consulting Engineers Employee Stock Ownership Plan in SC ($14M); by covered participants it is Mifflinburg Bank and Trust Company Employee Stock Ownership Plan in PA (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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 West Union Trenching, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
West Union Trenching, Inc. Employee Stock Ownership Plan surged - up 67.2% during 2023, from $8M to $14M. Reported net income was $6M.
How have West Union Trenching plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), West Union Trenching's sponsor-wide assets grew 379.9%, from $8M to $41M.
Which ESOP plans are similar in size to West Union Trenching, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dwg, Inc. Consulting Engineers Employee Stock Ownership Plan in SC ($14M, 25 participants).
Which ESOP plans cover a similar participant headcount to West Union Trenching, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mifflinburg Bank and Trust Company Employee Stock Ownership Plan in PA (76 participants, $3M 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 204930359.

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.