ESOP · DOL Form 5500 · 2023

Windover Construction Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
60
Participants Small participant base
62nd
Percentile by assets National rank
$196,383
Avg per participant Above avg balance/head
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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.

  • #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.

#12,435
in Professional & Technical Services (20,321 peers)
+12.6%
assets growth YoY

Windover Construction, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

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 $2,050,000,000 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

Windover Construction, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Windover Construction, Inc. Employee Stock Ownership Plan and Trust is a small filing (60 participants) on this national headcount ladder.

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 →

Published 5500 schedule card

Filing strip 208135911 · Windover Construction Inc. PY 2023 · ESOP

Windover Construction, Inc. Employee Stock Ownership Plan and Trust · $12M · 60 · 62nd

  • EIN $12M
  • RANK 60
  • PHOTO 62nd
  • IND ESOP
  • EOY near Sigma Employee Stock Ownership Plan
  • 5500 ind #12435

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 Massachusetts →

Windover Construction, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

W.M. Kelley Company, Inc. Employee Stock Ownership PlanW.M. Kelley Company, Inc. Em…$12ME.C. Styberg Engineering Company Employee Stock Ownership PlanE.C. Styberg Engineering Com…$12MWindover Construction, Inc. Employee Stock Ownership Plan and TrustWindover Construction, Inc. …$12MSigma Employee Stock Ownership PlanSigma Employee Stock Ownersh…$12MMusselman and Hall Employee Stock Ownership PlanMusselman and Hall Employee …$12M
End-of-year total assets ($M) among Windover Construction, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Windover Construction Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Windover Construction Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 19.180437482089978% vs 2022
2024 filing year
$10M$11M$12M$13M 202220232024 $10.5M $12.5M ▲ +19.2%
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 ($M) Participants Windover Construction, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 11.783 · Participants: 60Windover Construction, Inc. Employee Stock Ownership Plan and TrustConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 611.879597 · Participants: 1511Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 349.164775 · Participants: 174The Gillette Company Employee Stock Ownership PlanShawmut Group Employee Stock Ownership Plan, Total assets ($M): 274.195602 · Participants: 716Shawmut Group Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 244.511447 · Participants: 641First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 213.345202 · Participants: 1778Eastern Bank Employee Stock Ownership Plan
Windover Construction, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Windover Construction, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Windover Construction, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Sigma Employee Stock Ownership Plan in WI ($12M); by covered participants it is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 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).
Which ESOP plans cover a similar participant headcount to Windover Construction, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (60 participants, $5M 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 208135911.

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.