ESOP · DOL Form 5500 · 2023
Winter-Dent & Company ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 55
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $66,000
- Avg per participant Below avg balance/head
Official DOL plan name: Winter-Dent & Company Employee Stock Ownership Plan · Sponsored by Winter-Dent & Company · Missouri · Finance & Insurance
$4M in assets, 55 participants
Winter-Dent & Company's Winter-Dent & Company Employee Stock Ownership Plan reported $4M in total assets and 55 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.
- #2,399 in Finance & Insurance (8,869 peers)
Winter-Dent & Company multi-year trail
Winter-Dent & Company's plans moved +269.1% in assets from 2022 to 2024; this filing shows Winter-Dent & Company Employee Stock Ownership Plan at $4M / 55 participants.
- #2,399
- in Finance & Insurance (8,869 peers)
- +148.1%
- assets growth YoY
Winter-Dent & Company Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers
Winter-Dent & Company Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,630,000 39th percentile higher than 39% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Winter-Dent & Company 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. Winter-Dent & Company Employee Stock Ownership Plan is a small filing (55 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Winter-Dent & Company Employee Stock Ownership Plan reported net income rose from -$261K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Winter-Dent & Company Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Winter-Dent & Company Employee Stock Ownership Plan reported participants rose from 49 in the plan year 2022 filing to 55 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 431225462 · Winter-Dent & Company PY 2023 · ESOP
Winter-Dent & Company Employee Stock Ownership Plan · $4M · 55 · 39th
- RANK $4M
- RANK 55
- RANK 39th
- RANK ESOP
- RANK near Conie Construction Company Employee Stock Ownership Plan
- RANK ind #2399
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 Missouri →
Winter-Dent & Company Employee Stock Ownership Plan in the asset neighbourhood
Winter-Dent & Company multi-year asset trail
Sponsor-wide plan assets over time
All Winter-Dent & Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 269.10457963089544% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 49 | $1M |
| 2023 | 1 | 55 | $4M |
| 2024 | 1 | 53 | $5M |
Winter-Dent & Company filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $2M |
| Employer EIN | 431225462 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Missouri
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan $4.7B · 8,553
- Mccarthy Employee Stock Ownership Plan $1.5B · 3,651
- Arco DB Companies, Inc. Employee Stock Ownership Plan $443M · 560
- Je Dunn Employee Stock Ownership Plan and Trust $429M · 2,457
- Emery Sapp Employee Stock Ownership Plan $313M · 1,947
Winter-Dent & Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Missouri, the nearest ESOP by assets is Conie Construction Company Employee Stock Ownership Plan in OH ($4M); by covered participants it is Portside Builders, Inc. Employee Stock Ownership Plan in WI (55 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (55 participants); asset peers above are excluded.
- Portside Builders, Inc. Employee Stock Ownership Plan (WI) 55 · 0 off
- Symbiont Service Corporation Employee Stock Ownership Plan (FL) 55 · 0 off
- Social Policy Research Associates Inc Employee Stock Ownership Plan (CA) 55 · 0 off
- Wolverine Plating Corporation Employee Stock Ownership Plan (MI) 55 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.