ESOP · DOL Form 5500 · 2023

Steve Mckay Company, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
29
Participants Small participant base
41st
Percentile by assets National rank
$145,699
Avg per participant Above avg balance/head
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Official DOL plan name: Pro Reps West, Inc. ESOP · Sponsored by Steve Mckay Company, Inc. · California · Wholesale Trade

$4M in assets, 29 participants

Steve Mckay Company, Inc.'s Pro Reps West, Inc. ESOP reported $4M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #1,911 in Wholesale Trade (6,309 peers)

2023 asset change

Pro Reps West, Inc. ESOP grew at a solid clip 10.0% in 2023 ($4M → $4M) for 29 participants.

#1,911
in Wholesale Trade (6,309 peers)
+10.0%
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 2023 · DOL Form 5500

$4,225,258 41st percentile higher than 41% 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

Pro Reps West, Inc. ESOP among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pro Reps West, Inc. ESOP is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pro Reps West, Inc. ESOP end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Pro Reps West, Inc. ESOP reported net income fell from $420K in the plan year 2022 filing to $385K in the plan year 2023 filing.
  • Pro Reps West, Inc. ESOP reported participants rose from 28 in the plan year 2022 filing to 29 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 330666015 · Steve Mckay Company, Inc. PY 2023 · ESOP

Pro Reps West, Inc. ESOP · $4M · 29 · 41st

  • VS-ST $4M
  • VS-ST 29
  • VS-ST 41st
  • VS-ST ESOP
  • VS-ST near Superior Equipment Sales, Inc. Employee Stock Ownership Plan
  • VS-ST ind #1911

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

Pro Reps West, Inc. ESOP$4MSuperior Equipment Sales, Inc. Employee Stock Ownership PlanSuperior Equipment Sales, In…$4MQuality Boneless Beef Inc Employee Stock Ownership PlanQuality Boneless Beef Inc Em…$4MAstor Wines & Spirits, Inc. Employee Stock Ownership PlanAstor Wines & Spirits, Inc. …$4M4top Hospitality Group, Inc. Employee Stock Ownership Plan4top Hospitality Group, Inc.…$4M
End-of-year total assets ($M) among Pro Reps West, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Steve Mckay Company, Inc. years around the 2023 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
$3.6M$3.8M$4M$4.2M$4.4M 202220232024 $3.84M $3.8M ▼ -1.0%
Year Plans Participants Total Assets
2022 1 28 $4M
2023 1 29 $4M
2024 1 32 $4M

2023 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$385K
Employer EIN330666015
Plan Effective Date2007-04-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Pro Reps West, Inc. ESOP vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Pro Reps West, Inc. ESOP, Total assets ($B): 0.004225258 · Participants: 29Pro Reps West, Inc. ESOPParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Pro Reps West, Inc. ESOP vs. nearby ESOP plans in California, assets vs. participants
Compare Pro Reps West, Inc. ESOP side-by-side with 3 peers →

Pro Reps West, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Superior Equipment Sales, Inc. Employee Stock Ownership Plan in VA ($4M); by covered participants it is Rsr Partners Inc ESOP in CT (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Pro Reps West, Inc. ESOP assets move in 2023? ▼
Pro Reps West, Inc. ESOP grew at a solid clip - up 10.0% during 2023, from $4M to $4M. Reported net income was $385K.
How have Steve Mckay Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steve Mckay Company, Inc.'s sponsor-wide assets declined 1.0%, from $4M to $4M.
Which ESOP plans are similar in size to Pro Reps West, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by assets is Superior Equipment Sales, Inc. Employee Stock Ownership Plan in VA ($4M, 29 participants).
Which ESOP plans cover a similar participant headcount to Pro Reps West, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Rsr Partners Inc ESOP in CT (29 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 330666015.

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.