ESOP · DOL Form 5500 · 2023

W. B. Young Co., Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
17
Participants Small participant base
38th
Percentile by assets National rank
$208,741
Avg per participant Above avg balance/head
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Official DOL plan name: W. B. Young Co., Inc. Employee Stock Ownership Plan · Sponsored by W. B. Young Co., Inc. · Missouri · Wholesale Trade

$4M in assets, 17 participants

W. B. Young Co., Inc.'s W. B. Young Co., Inc. Employee Stock Ownership Plan reported $4M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #1,721 in Wholesale Trade (6,309 peers)

W. B. Young Co., Inc. multi-year trail

W. B. Young Co., Inc.'s plans moved +91.9% in assets from 2022 to 2024; this filing shows W. B. Young Co., Inc. Employee Stock Ownership Plan at $4M / 17 participants.

#1,721
in Wholesale Trade (6,309 peers)
-6.0%
assets change YoY

The plan reported a net loss of $221K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

W. B. Young Co., Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

W. B. Young Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,548,590 38th percentile higher than 38% 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

W. B. Young Co., 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. W. B. Young Co., Inc. Employee Stock Ownership Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • W. B. Young Co., Inc. Employee Stock Ownership Plan reported net income fell from $162K in the plan year 2022 filing to -$221K in the plan year 2023 filing.
  • W. B. Young Co., Inc. Employee Stock Ownership Plan reported participants rose from 16 in the plan year 2022 filing to 17 in the plan year 2023 filing.
  • W. B. Young Co., Inc. Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 440647021 · W. B. Young Co., Inc. PY 2023 · ESOP

W. B. Young Co., Inc. Employee Stock Ownership Plan · $4M · 17 · 38th

  • VS-ST $4M
  • VS-ST 17
  • VS-ST 38th
  • VS-ST ESOP
  • VS-ST near Reed Associates, Inc. Employee Stock Ownership Plan
  • VS-ST ind #1721

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 →

W. B. Young Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

W. B. Young Co., Inc. Employee Stock Ownership PlanW. B. Young Co., Inc. Employ…$4MReed Associates, Inc. Employee Stock Ownership PlanReed Associates, Inc. Employ…$4MGreenscapes Landscape Company, Inc. Employee Stock Ownership PlanGreenscapes Landscape Compan…$4MEagle Group Systems, Inc. Employee Stock Ownership PlanEagle Group Systems, Inc. Em…$4MHolt Lumber, Inc. Employee Stock Ownership PlanHolt Lumber, Inc. Employee S…$4M
End-of-year total assets ($M) among W. B. Young Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

W. B. Young Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All W. B. Young Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 91.87682523544379% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $3.78M $7.25M ▲ +91.8%
Year Plans Participants Total Assets
2022 1 16 $4M
2023 1 17 $4M
2024 2 37 $7M

W. B. Young Co., Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$221K
Employer EIN440647021
Plan Effective Date2012-12-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Missouri

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

W. B. Young Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants W. B. Young Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00354859 · Participants: 17W. B. Young Co., Inc. Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.708605759 · Participants: 8553Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.489427066 · Participants: 3651Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.442677383 · Participants: 560Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.429385855 · Participants: 2457Je Dunn Employee Stock Ownership Plan and TrustEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.312725972 · Participants: 1947Emery Sapp Employee Stock Ownership Plan
W. B. Young Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare W. B. Young Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

W. B. Young Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Reed Associates, Inc. Employee Stock Ownership Plan in PA ($4M); by covered participants it is New England Natural Bakers, Inc. Employee Stock Ownership Plan in MA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 W. B. Young Co., Inc. Employee Stock Ownership Plan assets move in 2023? ▼
W. B. Young Co., Inc. Employee Stock Ownership Plan pulled back noticeably - down 6.0% during 2023, from $4M to $4M. Reported net income was -$221K.
How have W. B. Young Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W. B. Young Co., Inc.'s sponsor-wide assets grew 91.9%, from $4M to $7M.
Which ESOP plans are similar in size to W. B. Young Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Reed Associates, Inc. Employee Stock Ownership Plan in PA ($4M, 8 participants).
Which ESOP plans cover a similar participant headcount to W. B. Young Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is New England Natural Bakers, Inc. Employee Stock Ownership Plan in MA (17 participants, N/A 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 440647021.

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.