ESOP · DOL Form 5500 · 2023
W. H. Bass, Inc. ESOP
Data updated 2026-08-11
- $20M
- Total assets
- 63
- Participants
- 72nd
- Percentile by assets
- $313,391
- Avg per participant
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.
- 72nd percentile by assets (of 127,072 plans)
- #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.
- $20M
- total plan assets (2023 EOY)
- 63
- covered participants
- 72nd
- percentile by assets (of 127,072 plans)
- $313,391
- avg assets per participant
Where W. H. Bass, Inc. Employee Stock Ownership Plan sits 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
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.
W. H. Bass, Inc. across 3 plan years on file
Across the 3 plan years W. H. Bass, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $9M to $37M, a gain of 305.6%, while reported participants moved from 67 to 62 (-7.5%). Peak year by sponsor assets: 2024 ($37M); trough: 2022 ($9M).
W. H. Bass, Inc. multi-year asset trail
| 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.
W. H. Bass, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to W. H. Bass, Inc. Employee Stock Ownership Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Multi-year trail
Ways to act on W. H. Bass, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, W. H. Bass, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Georgia. Compare plans
- W. H. Bass, Inc.'s sponsor-wide assets have grown 305.6% since 2022 across 3 plan years on file. More Construction plans