ESOP · DOL Form 5500 · 2022
Steve Mckay Company, Inc. ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 28
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $137,137
- Avg per participant Near avg balance/head
Official DOL plan name: Pro Reps West, Inc. ESOP · Sponsored by Steve Mckay Company, Inc. · California · Wholesale Trade
$4M in assets, 28 participants
Steve Mckay Company, Inc.'s Pro Reps West, Inc. ESOP reported $4M in total assets and 28 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.
- #2,233 in Wholesale Trade (6,843 peers)
2022 asset change
Pro Reps West, Inc. ESOP grew at a solid clip 12.3% in 2022 ($3M → $4M) for 28 participants.
- #2,233
- in Wholesale Trade (6,843 peers)
- +12.3%
- assets growth YoY
Pro Reps West, Inc. ESOP's mid-pack asset rank among Wholesale Trade and all filers
Pro Reps West, Inc. ESOP vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,839,838 45th percentile higher than 45% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Pro Reps West, Inc. ESOP among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pro Reps West, Inc. ESOP is a small filing (28 participants) on this national headcount ladder.
DOL schedule card
Filing strip 330666015 · Steve Mckay Company, Inc. PY 2022 · ESOP
Pro Reps West, Inc. ESOP · $4M · 28 · 45th
- VS-ST $4M
- VS-ST 28
- VS-ST 45th
- VS-ST ESOP
- VS-ST near Dave Dennis Employee Stock Ownership Plan
- VS-ST ind #2233
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 California →
Pro Reps West, Inc. ESOP in the asset neighbourhood
Steve Mckay Company, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Steve Mckay Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 0.9958753468245275% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 28 | $4M |
| 2023 | 1 | 29 | $4M |
| 2024 | 1 | 32 | $4M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $420K |
| Employer EIN | 330666015 |
| Plan Effective Date | 2007-04-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Parsons Employee Stock Ownership Plan $2.9B · 7,804
- Acco Employee Stock Ownership Plan $1.2B · 1,318
- Rosendin Electric, Inc. Employee Stock Ownership Plan $995M · 1,488
- Recology Employee Stock Ownership Plan $462M · 3,560
- Agron, Inc. Employee Stock Ownership Plan $456M · 70
Pro Reps West, Inc. ESOP's out-of-state ESOP peers by assets and headcount
Outside California, the nearest ESOP by assets is Dave Dennis Employee Stock Ownership Plan in OH ($4M); by covered participants it is Clay County Savings Bank Employee Stock Ownership Plan in MO (28 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 (28 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.