ESOP · DOL Form 5500 · 2023

Dwh Stock Plan, Inc. ESOP

Data updated 2026-08-25

$204M
Total assets Near avg plan size
1,717
Participants Near avg headcount
95th
Percentile by assets National rank
$119,048
Avg per participant Near avg balance/head
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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.

  • #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.

#8,480
in Construction (9,030 peers)
+32.6%
assets growth YoY
2.1×
vs typical plan assets (national mean)

Dwh Owners Plan's outsized position by total assets

Dwh Owners Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$204,405,806 Top 5% higher than 95% 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

Dwh Owners Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dwh Owners Plan lands in the large band (1,717 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 823400304 · Dwh Stock Plan, Inc. PY 2023 · ESOP

Dwh Owners Plan · $204M · 1,717 · 95th

  • ASSETS $204M
  • ASSETS 1,717
  • ASSETS 95th
  • ASSETS ESOP
  • ASSETS near Pacific Industrial Corp. Employee Stock Ownership Plan
  • ASSETS ind #8480

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 Texas →

Dwh Owners Plan in the asset neighbourhood

Hb Global Employee Stock Ownership PlanHb Global Employee Stock Own…$205MTeam Horner Employee Stock Ownership PlanTeam Horner Employee Stock O…$205MDwh Owners Plan$204MPacific Industrial Corp. Employee Stock Ownership PlanPacific Industrial Corp. Emp…$204MJames a. Scott & Son, Incorporated Employee Stock Ownership PlanJames a. Scott & Son, Incorp…$204M
End-of-year total assets ($M) among Dwh Owners Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$154M
Net Assets (End of Year)$204M
Net Income$50M
Employer EIN823400304
Plan Effective Date2018-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dwh Stock Plan, Inc.)

Sponsor-wide plan assets over time

All Dwh Stock Plan, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$268M 73.86884885432042% vs 2022
2024 filing year
$100M$150M$200M$250M$300M 202220232024 $154M $268M ▲ +73.9%
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 Scatter plot of 6 data points. 010002000300040005000 -50510152025 Total assets ($B) Participants Dwh Owners Plan, Total assets ($B): 0.204405806 · Participants: 1717Dwh Owners PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Dwh Owners Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Dwh Owners Plan side-by-side with 3 peers →

Dwh Owners Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Pacific Industrial Corp. Employee Stock Ownership Plan in OR ($204M); by covered participants it is Bridges Health Employee Stock Ownership Plan in OK (1,723 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,717 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 Dwh Owners Plan assets move in 2023? ▼
Dwh Owners Plan surged - up 32.6% during 2023, from $154M to $204M. Reported net income was $50M.
How have Dwh Stock Plan, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dwh Stock Plan, Inc.'s sponsor-wide assets grew 73.9%, from $154M to $268M.
Where does Dwh Owners Plan rank by assets among Form 5500 filers? ▼
Dwh Owners Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Dwh Owners Plan? ▼
Among ESOP plans in other states, the closest by assets is Pacific Industrial Corp. Employee Stock Ownership Plan in OR ($204M, 71 participants).
Which ESOP plans cover a similar participant headcount to Dwh Owners Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bridges Health Employee Stock Ownership Plan in OK (1,723 participants, $19M 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 823400304.

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.