ESOP · DOL Form 5500 · 2023

Wsr Holdings, Inc ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
50
Participants Small participant base
58th
Percentile by assets National rank
$198,957
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wsr Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Wsr Holdings, Inc · Utah · Manufacturing

$10M in assets, 50 participants

Wsr Holdings, Inc's Wsr Holdings, Inc. Employee Stock Ownership Plan reported $10M in total assets and 50 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #8,360 in Manufacturing (18,722 peers)

Wsr Holdings, Inc multi-year trail

Wsr Holdings, Inc's plans moved +59.5% in assets from 2022 to 2024; this filing shows Wsr Holdings, Inc. Employee Stock Ownership Plan at $10M / 50 participants.

#8,360
in Manufacturing (18,722 peers)
-11.7%
assets change YoY

The plan reported a net loss of $91K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wsr Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Wsr Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$9,947,873 Top 42% higher than 58% 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

Wsr Holdings, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wsr Holdings, Inc. Employee Stock Ownership Plan is a small filing (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wsr Holdings, Inc. Employee Stock Ownership Plan reported net income fell from $5M in the plan year 2022 filing to -$91K in the plan year 2023 filing.
  • Wsr Holdings, Inc. Employee Stock Ownership Plan reported participants fell from 78 in the plan year 2022 filing to 50 in the plan year 2023 filing.
  • Wsr Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $11M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 870683409 · Wsr Holdings, Inc PY 2023 · ESOP

Wsr Holdings, Inc. Employee Stock Ownership Plan · $10M · 50 · 58th

  • EOY $10M
  • EOY 50
  • EOY 58th
  • EOY ESOP
  • EOY near Ebco Holdings Co. Employee Stock Ownership Plan
  • EOY ind #8360

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 Utah →

Wsr Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Ebco Holdings Co. Employee Stock Ownership PlanEbco Holdings Co. Employee S…$10MWeldon Machine Tool, Inc. Employee Stock Ownership PlanWeldon Machine Tool, Inc. Em…$10MWsr Holdings, Inc. Employee Stock Ownership PlanWsr Holdings, Inc. Employee …$10MR & H Mechanical, Inc. Employee Stock Ownership PlanR & H Mechanical, Inc. Emplo…$10MCapital City Electric, Inc. Employee Stock Ownership PlanCapital City Electric, Inc. …$10M
End-of-year total assets ($M) among Wsr Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Wsr Holdings, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Wsr Holdings, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$18M 59.48126189307749% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $11.3M $18M ▲ +59.4%
Year Plans Participants Total Assets
2022 1 78 $11M
2023 1 50 $10M
2024 1 82 $18M

Wsr Holdings, Inc filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$8M
Net Income-$91K
Employer EIN870683409
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Utah

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

Wsr Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants Scatter plot of 6 data points. -2000200400600800 050100150 Total assets ($M) Participants Wsr Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 9.947873 · Participants: 50Wsr Holdings, Inc. Employee Stock Ownership PlanWhitaker Construction Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 121.038272 · Participants: 697Whitaker Construction Co., Inc. Employee Stock Ownership PlanJacobsen Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.243432 · Participants: 531Jacobsen Construction Company, Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Employee Stock Ownership Plan, Total assets ($M): 104.049142 · Participants: 501Rocky Mountain Atv, Inc. Employee Stock Ownership PlanFj Management Inc. Employee Stock Ownership Plan, Total assets ($M): 102.977078 · Participants: 30Fj Management Inc. Employee Stock Ownership PlanCentral Milling Employee Stock Ownership Plan and Trust, Total assets ($M): 45.365384 · Participants: 111Central Milling Employee Stock Ownership Plan and Trust
Wsr Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants
Compare Wsr Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Utah, the nearest ESOP by assets is Ebco Holdings Co. Employee Stock Ownership Plan in IL ($10M); by covered participants it is Tc Federal Bank Employee Stock Ownership Plan in GA (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 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 Wsr Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Wsr Holdings, Inc. Employee Stock Ownership Plan pulled back noticeably - down 11.7% during 2023, from $11M to $10M. Reported net income was -$91K.
How have Wsr Holdings, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wsr Holdings, Inc's sponsor-wide assets grew 59.5%, from $11M to $18M.
Which ESOP plans are similar in size to Wsr Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ebco Holdings Co. Employee Stock Ownership Plan in IL ($10M, 16 participants).
Which ESOP plans cover a similar participant headcount to Wsr Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Tc Federal Bank Employee Stock Ownership Plan in GA (50 participants, $5M 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 870683409.

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.