ESOP · DOL Form 5500 · 2023
Dwh Stock Plan, Inc. ESOP
Data updated 2026-08-11
- $204M
- Total assets
- 1,717
- Participants
- 95th
- Percentile by assets
- $119,048
- Avg per participant
Official DOL plan name: Dwh Owners Plan · Sponsored by Dwh Stock Plan, Inc. · Texas · Construction
$204M in assets, 1,717 participants
Dwh Stock Plan, Inc.'s Dwh Owners Plan reported $204M in total assets and 1,717 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 127,072 plans)
- #8,480 in Construction (9,030 peers)
Coverage in Texas
Dwh Owners Plan covers 1,717 participants in Texas, 2.5x the typical Texas plan (state average ~688 per filing). Assets: $204M.
- $204M
- total plan assets (2023 EOY)
- 1,717
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $119,048
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Dwh Owners Plan end-of-year assets rose from $154M in the plan year 2022 filing to $204M in the plan year 2023 filing.
- Dwh Owners Plan reported net income fell from $55M in the plan year 2022 filing to $50M in the plan year 2023 filing.
- Dwh Owners Plan reported participants fell from 1,827 in the plan year 2022 filing to 1,717 in the plan year 2023 filing.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Dwh Owners Plan reports 1,717 participants - 2.5x that state average ($204M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $154M |
|---|---|
| Net Assets (End of Year) | $204M |
| Net Income | $50M |
| Employer EIN | 823400304 |
| Plan Effective Date | 2018-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dwh Stock Plan, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,827 | $154M |
| 2023 | 1 | 1,717 | $204M |
| 2024 | 1 | 1,292 | $268M |
Nearby ESOP Plans in Texas
Peer ESOP plans, same state, same plan type, ranked by total assets.
Dwh Owners Plan vs. nearby ESOP plans in Texas, assets vs. participants
- Sammons Enterprises, Inc. Employee Stock Ownership Plan $21.2B · 3,000
- Highland Homes Employee Stock Ownership Plan $885M · 791
- Austin Industries Employee Stock Ownership Plan $498M · 4,510
- Cactus Feeders, Inc. Employee Stock Ownership Plan $447M · 831
- Lja Engineering, Inc. Employee Stock Ownership Plan $397M · 1,439
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Dwh Owners Plan by total assets, not by location.
Frequently Asked Questions
How did Dwh Owners Plan assets move in 2023? ▼
How have Dwh Stock Plan, Inc. plan assets changed over time? ▼
Where does Dwh Owners Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Dwh Owners Plan? ▼
Next read for Dwh Owners Plan
Filing takeaways
Ways to act on Dwh Owners Plan's numbers.
- By total assets, Dwh Owners Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Texas. Compare plans
- Dwh Stock Plan, Inc.'s sponsor-wide assets have grown 73.9% since 2022 across 3 plan years on file. More Construction plans