ESOP · DOL Form 5500 · 2023

Windover Construction Inc. ESOP

Data updated 2026-08-11

$12M
Total assets
60
Participants
62nd
Percentile by assets
$196,383
Avg per participant
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Official DOL plan name: Windover Construction, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Windover Construction Inc. · Massachusetts · Professional & Technical Services

$12M in assets, 60 participants

Windover Construction Inc.'s Windover Construction, Inc. Employee Stock Ownership Plan and Trust reported $12M in total assets and 60 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • 62nd percentile by assets (of 127,072 plans)
  • #12,435 in Professional & Technical Services (20,321 peers)

Windover Construction Inc. multi-year trail

Windover Construction Inc.'s plans moved +19.2% in assets from 2022 to 2024; this filing shows Windover Construction, Inc. Employee Stock Ownership Plan and Trust at $12M / 60 participants.

$12M
total plan assets (2023 EOY)
60
covered participants
62nd
percentile by assets (of 127,072 plans)
$196,383
avg assets per participant

Where Windover Construction, Inc. Employee Stock Ownership Plan and Trust sits by total assets

Windover Construction, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$11,783,000 Top 38% higher than 62% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Windover Construction, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Windover Construction, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Windover Construction, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 67 in the plan year 2022 filing to 60 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Windover Construction Inc. across 3 plan years on file

Across the 3 plan years Windover Construction Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $10M to $12M, a gain of 19.2%, while reported participants moved from 67 to 83 (+23.9%). Peak year by sponsor assets: 2024 ($12M); trough: 2022 ($10M).

Windover Construction Inc. multi-year asset trail

$10M$11M$12M$13M 202220232024 $10.5M $12.5M ▲ +19.2%
Total plan assets by year, all Windover Construction Inc. plans on file
Year Plans Participants Total Assets
2022 1 67 $10M
2023 1 60 $12M
2024 1 83 $12M

Windover Construction Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN208135911
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

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

Windover Construction, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Windover Constructio…, Total assets ($M): 11.783 · Participants: 60Windover Constructio…Consigli Building Gr…, Total assets ($M): 611.879597 · Participants: 1511Consigli Building Gr…The Gillette Company…, Total assets ($M): 349.164775 · Participants: 174The Gillette Company…Shawmut Group Employ…, Total assets ($M): 274.195602 · Participants: 716Shawmut Group Employ…First Amended and Re…, Total assets ($M): 244.511447 · Participants: 641First Amended and Re…Eastern Bank Employe…, Total assets ($M): 213.345202 · Participants: 1778Eastern Bank Employe…
Windover Construction, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Massachusetts, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Windover Construction, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Windover Construction, Inc. Employee Stock Ownership Plan and Trust assets move in 2023?
Windover Construction, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 12.6% during 2023, from $10M to $12M. Reported net income was $1M.
How have Windover Construction Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Windover Construction Inc.'s sponsor-wide assets grew 19.2%, from $10M to $12M.
Which ESOP plans are similar in size to Windover Construction, Inc. Employee Stock Ownership Plan and Trust?
Among ESOP plans in other states, the closest by assets is Sigma Employee Stock Ownership Plan in WI ($12M, 56 participants).

Next read for Windover Construction, Inc. Employee Sto…

Multi-year trail

Ways to act on Windover Construction, Inc. Employee Stock Ownership Plan and Trust's numbers.