ESOP · DOL Form 5500 · 2023

Williams Stone Co., Inc. ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
42
Participants Small participant base
73rd
Percentile by assets National rank
$478,349
Avg per participant High balance/head
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Official DOL plan name: Williams Stone Co., Inc. Employee Stock Ownership Plan · Sponsored by Williams Stone Co., Inc. · Massachusetts · Mining & Oil Extraction

$20M in assets, 42 participants

Williams Stone Co., Inc.'s Williams Stone Co., Inc. Employee Stock Ownership Plan reported $20M in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #441 in Mining & Oil Extraction (811 peers)

Williams Stone Co., Inc. multi-year trail

Williams Stone Co., Inc.'s plans moved +34.8% in assets from 2022 to 2024; this filing shows Williams Stone Co., Inc. Employee Stock Ownership Plan at $20M / 42 participants.

#441
in Mining & Oil Extraction (811 peers)
+20.3%
assets growth YoY

Williams Stone Co., Inc. Employee Stock Ownership Plan's outsized position by total assets

Williams Stone Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$20,090,667 Top 27% higher than 73% 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

Williams Stone 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. Williams Stone Co., Inc. Employee Stock Ownership Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Williams Stone Co., Inc. Employee Stock Ownership Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Williams Stone Co., Inc. Employee Stock Ownership Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Williams Stone Co., Inc. Employee Stock Ownership Plan reported participants fell from 45 in the plan year 2022 filing to 42 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042044378 · Williams Stone Co., Inc. PY 2023 · ESOP

Williams Stone Co., Inc. Employee Stock Ownership Plan · $20M · 42 · 73rd

  • NET $20M
  • NET 42
  • NET 73rd
  • NET ESOP
  • NET near Guild Associates, Inc. Stock Ownership Plan
  • NET ind #441

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 →

Williams Stone Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

Mcfarland-Johnson, Inc. Employee Stock Ownership PlanMcfarland-Johnson, Inc. Empl…$20MWilliams Stone Co., Inc. Employee Stock Ownership PlanWilliams Stone Co., Inc. Emp…$20MGuild Associates, Inc. Stock Ownership PlanGuild Associates, Inc. Stock…$20MA-V Services, Inc. Employee Stock Ownership PlanA-V Services, Inc. Employee …$20MThe Prophet Corporation Employee Stock Ownership PlanThe Prophet Corporation Empl…$20M
End-of-year total assets ($M) among Williams Stone Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Williams Stone Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Williams Stone Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 34.810031856834684% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $16.7M $22.5M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 45 $17M
2023 1 42 $20M
2024 1 42 $22M

Williams Stone Co., Inc. filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN042044378
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

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

Williams Stone Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Williams Stone Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 20.090667 · Participants: 42Williams Stone Co., Inc. Employee Stock Ownership PlanConsigli 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
Williams Stone Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Williams Stone Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest ESOP by assets is Guild Associates, Inc. Stock Ownership Plan in OH ($20M); by covered participants it is E.V.S. Ltd. Employee Stock Ownership Plan in IN (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Williams Stone Co., Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Williams Stone Co., Inc. Employee Stock Ownership Plan grew sharply - up 20.3% during 2023, from $17M to $20M. Reported net income was $3M.
How have Williams Stone Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Williams Stone Co., Inc.'s sponsor-wide assets grew 34.8%, from $17M to $22M.
Which ESOP plans are similar in size to Williams Stone Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Guild Associates, Inc. Stock Ownership Plan in OH ($20M, 72 participants).
Which ESOP plans cover a similar participant headcount to Williams Stone Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is E.V.S. Ltd. Employee Stock Ownership Plan in IN (42 participants, $22M 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 042044378.

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.