ESOP · DOL Form 5500 · 2022
Stacy and Witbeck, Inc. ESOP
Data updated 2026-08-06
- $402M
- Total assets
- 399
- Participants
- 97th
- Percentile by assets
- $1.0M
- Avg per participant
Official DOL plan name: Stacy and Witbeck, Inc. Employee Stock Ownership Plan · Sponsored by Stacy and Witbeck, Inc. · California · Construction
$402M in assets, 399 participants
Stacy and Witbeck, Inc.'s Stacy and Witbeck, Inc. Employee Stock Ownership Plan reported $402M in total assets and 399 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,258 plans)
- #9,656 in Construction (9,938 peers)
Where Stacy and Witbeck, Inc. Employee Stock Ownership Plan sits by assets
Stacy and Witbeck, Inc. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $402M for 399 participants (~$1.0M/participant), up 10.4% in 2022.
- $402M
- total plan assets (2022 EOY)
- 399
- covered participants
- 97th
- percentile by assets (of 139,258 plans)
- $1.0M
- avg assets per participant
Stacy and Witbeck, Inc. Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, Stacy and Witbeck, Inc. Employee Stock Ownership Plan outranks 97% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 4.0x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $364M |
|---|---|
| Net Assets (End of Year) | $381M |
| Net Income | $18M |
| Employer EIN | 942787950 |
| Plan Effective Date | 1981-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stacy and Witbeck, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 798 | $482M |
| 2023 | 2 | 765 | $478M |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
Stacy and Witbeck, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
- Parsons Employee Stock Ownership Plan $2.9B · 7,804
- Acco Employee Stock Ownership Plan $1.2B · 1,318
- Rosendin Electric, Inc. Employee Stock Ownership Plan $995M · 1,488
- Recology Employee Stock Ownership Plan $462M · 3,560
- Agron, Inc. Employee Stock Ownership Plan $456M · 70
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Stacy and Witbeck, Inc. Employee Stock Ownership Plan by total assets, not by location.
- Vermont Information Processing, Inc. Employee Stock Ownership Plan (VT) $401M · 421
- Precision, Inc. Employee Stock Ownership Plan and Trust (IA) $403M · 645
- Kingdom Enterprises, Inc. Employee Stock Ownership Plan (MN) $400M · 801
- Acadian Ambulance Service, Inc. Employee Stock Ownership Plan (LA) $398M · 3,581
Frequently Asked Questions
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Ways to act on Stacy and Witbeck, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Stacy and Witbeck, Inc. Employee Stock Ownership 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 California. Compare plans
- Stacy and Witbeck, Inc.'s sponsor-wide assets have declined 0.8% since 2022 across 2 plan years on file. More Construction plans