ESOP · DOL Form 5500 · 2023
W. H. Bass, Inc. ESOP
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 63
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $313,391
- Avg per participant High balance/head
Official DOL plan name: W. H. Bass, Inc. Employee Stock Ownership Plan · Sponsored by W. H. Bass, Inc. · Georgia · Construction
$20M in assets, 63 participants
W. H. Bass, Inc.'s W. H. Bass, Inc. Employee Stock Ownership Plan reported $20M in total assets and 63 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #6,422 in Construction (9,030 peers)
W. H. Bass, Inc. multi-year trail
W. H. Bass, Inc.'s plans moved +305.6% in assets from 2022 to 2024; this filing shows W. H. Bass, Inc. Employee Stock Ownership Plan at $20M / 63 participants.
- #6,422
- in Construction (9,030 peers)
- +113.8%
- assets growth YoY
W. H. Bass, Inc. Employee Stock Ownership Plan's outsized position by total assets
W. H. Bass, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,743,660 Top 28% higher than 72% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
W. H. Bass, 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. H. Bass, Inc. Employee Stock Ownership Plan is a small filing (63 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- W. H. Bass, Inc. Employee Stock Ownership Plan reported net income rose from $664K in the plan year 2022 filing to $11M in the plan year 2023 filing.
- W. H. Bass, Inc. Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- W. H. Bass, Inc. Employee Stock Ownership Plan reported participants fell from 67 in the plan year 2022 filing to 63 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 581579409 · W. H. Bass, Inc. PY 2023 · ESOP
W. H. Bass, Inc. Employee Stock Ownership Plan · $20M · 63 · 72nd
- EOY $20M
- EOY 63
- EOY 72nd
- EOY ESOP
- EOY near Brewco Marketing Group Employee Stock Ownership Plan
- EOY ind #6422
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 Georgia →
W. H. Bass, Inc. Employee Stock Ownership Plan in the asset neighbourhood
W. H. Bass, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All W. H. Bass, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 305.6455044155237% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 67 | $9M |
| 2023 | 1 | 63 | $20M |
| 2024 | 1 | 62 | $37M |
W. H. Bass, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $11M |
| Employer EIN | 581579409 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Georgia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan $665M · 1,772
- Choate Construction Company Employee Stock Ownership Plan $408M · 454
- Brent Scarbrough & Company Employee Stock Ownership Plan $367M · 439
- Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan $222M · 424
- Dixie Plywood and Lumber Company Employee Stock Ownership Plan $208M · 327
W. H. Bass, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Georgia, the nearest ESOP by assets is Brewco Marketing Group Employee Stock Ownership Plan in KY ($20M); by covered participants it is The First National Bank Employee Stock Ownership Plan in IL (63 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Brewco Marketing Group Employee Stock Ownership Plan (KY) $20M · 83
- Paramount Marketing Consultants, Inc. Employee Stock Ownership Plan (NV) $20M · 282
- Western Idaho Cabinets, Inc. Employee Stock Ownership Plan and Trust (ID) $20M · 111
- Rhodes Development Group, Inc. Employee Stock Ownership Plan (PA) $20M · 220
Similar participant headcount
Nearest other-state filings by covered participants (63 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.