ESOP · DOL Form 5500 · 2022

Stacy and Witbeck, Inc. ESOP

Data updated 2026-08-25

$402M
Total assets Above avg plan size
399
Participants Below avg headcount
97th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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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.

  • #9,645 in Construction (9,927 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.

#9,645
in Construction (9,927 peers)
+10.4%
assets growth YoY
4.0×
vs typical plan assets (national mean)

Stacy and Witbeck, Inc. Employee Stock Ownership Plan's outsized position by total assets

Stacy and Witbeck, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$401,653,820 Top 3% higher than 97% of 139,123 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 2022

Stacy and Witbeck, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stacy and Witbeck, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (399 participants).

DOL schedule card

Filing strip 942787950 · Stacy and Witbeck, Inc. PY 2022 · ESOP

Stacy and Witbeck, Inc. Employee Stock Ownership Plan · $402M · 399 · 97th

  • TYPE $402M
  • TYPE 399
  • TYPE 97th
  • TYPE ESOP
  • TYPE near Vermont Information Processing, Inc. Employee Stock Ownership Plan
  • TYPE ind #9645

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 →

Stacy and Witbeck, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Precision, Inc. Employee Stock Ownership Plan and TrustPrecision, Inc. Employee Sto…$403MStacy and Witbeck, Inc. Employee Stock Ownership PlanStacy and Witbeck, Inc. Empl…$402MVermont Information Processing, Inc. Employee Stock Ownership PlanVermont Information Processi…$401MKingdom Enterprises, Inc. Employee Stock Ownership PlanKingdom Enterprises, Inc. Em…$400MAcadian Ambulance Service, Inc. Employee Stock Ownership PlanAcadian Ambulance Service, I…$398M
End-of-year total assets ($M) among Stacy and Witbeck, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$364M
Net Assets (End of Year)$381M
Net Income$18M
Employer EIN942787950
Plan Effective Date1981-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stacy and Witbeck, Inc.)

Sponsor-wide plan assets over time

All Stacy and Witbeck, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$478M 0.8118168716032332% vs 2022
2023 filing year
$478M$480M$482M$484M 20222023 $482M $478M ▼ -0.8%
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 Scatter plot of 6 data points. -20000200040006000800010000 01234 Total assets ($B) Participants Stacy and Witbeck, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40165382 · Participants: 399Stacy and Witbeck, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Stacy and Witbeck, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Stacy and Witbeck, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Stacy and Witbeck, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Vermont Information Processing, Inc. Employee Stock Ownership Plan in VT ($401M); by covered participants it is Axia Holdings, Inc. Employee Stock Ownership Plan in WA (399 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (399 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Stacy and Witbeck, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Stacy and Witbeck, Inc. Employee Stock Ownership Plan grew at a solid clip - up 10.4% during 2022, from $364M to $402M. Reported net income was $18M.
How have Stacy and Witbeck, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Stacy and Witbeck, Inc.'s sponsor-wide assets declined 0.8%, from $482M to $478M.
Where does Stacy and Witbeck, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Stacy and Witbeck, Inc. Employee Stock Ownership Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Stacy and Witbeck, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Vermont Information Processing, Inc. Employee Stock Ownership Plan in VT ($401M, 421 participants).
Which ESOP plans cover a similar participant headcount to Stacy and Witbeck, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Axia Holdings, Inc. Employee Stock Ownership Plan in WA (399 participants, $21M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942787950.

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.