ESOP · DOL Form 5500 · 2023

Welch Comer & Associates, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
24
Participants Small participant base
50th
Percentile by assets National rank
$280,031
Avg per participant High balance/head
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Official DOL plan name: Welch Comer & Associates, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Welch Comer & Associates, Inc. · Idaho · Construction

$7M in assets, 24 participants

Welch Comer & Associates, Inc.'s Welch Comer & Associates, Inc. Employee Stock Ownership Plan and Trust reported $7M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #4,386 in Construction (9,030 peers)

Welch Comer & Associates, Inc. multi-year trail

Welch Comer & Associates, Inc.'s plans moved +54.5% in assets from 2022 to 2024; this filing shows Welch Comer & Associates, Inc. Employee Stock Ownership Plan and Trust at $7M / 24 participants.

#4,386
in Construction (9,030 peers)
+5.3%
assets growth YoY

Welch Comer & Associates, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Construction and all filers

Welch Comer & Associates, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$6,720,749 Top 50% higher than 50% 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

Welch Comer & Associates, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Welch Comer & Associates, Inc. Employee Stock Ownership Plan and Trust is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Welch Comer & Associates, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $2M in the plan year 2022 filing to $415K in the plan year 2023 filing.
  • Welch Comer & Associates, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Welch Comer & Associates, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 25 in the plan year 2022 filing to 24 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 820412565 · Welch Comer & Associates, Inc. PY 2023 · ESOP

Welch Comer & Associates, Inc. Employee Stock Ownership Plan and Trust · $7M · 24 · 50th

  • PART $7M
  • TYPE 24
  • NET 50th
  • BOOK ESOP
  • VS-ST near Limno-Tech, Inc. Employee Stock Ownership Plan
  • BOY ind #4386

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 Idaho →

Welch Comer & Associates, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Welch Comer & Associates, Inc. Employee Stock Ownership Plan and TrustWelch Comer & Associates, In…$7MLimno-Tech, Inc. Employee Stock Ownership PlanLimno-Tech, Inc. Employee St…$7MSecurity State Bancshares, Inc. Employee Stock Ownership PlanSecurity State Bancshares, I…$7MCrescent Industries Employee Stock Ownership PlanCrescent Industries Employee…$7MElectracom Supply, Inc. Employee Stock Ownership PlanElectracom Supply, Inc. Empl…$7M
End-of-year total assets ($M) among Welch Comer & Associates, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Welch Comer & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Welch Comer & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 54.54545454545454% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.38M $9.86M ▲ +54.5%
Year Plans Participants Total Assets
2022 1 25 $6M
2023 1 24 $7M
2024 1 27 $10M

Welch Comer & Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income$415K
Employer EIN820412565
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Idaho

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

Welch Comer & Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20246 Total assets ($B) Participants Welch Comer & Associates, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.006720749 · Participants: 24Welch Comer & Associates, Inc. Employee Stock Ownership Plan and TrustWinco Employee Stock Ownership Plan, Total assets ($B): 4.656219713 · Participants: 16664Winco Employee Stock Ownership PlanNorco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.255999157 · Participants: 1341Norco, Inc. Employee Stock Ownership PlanLitehouse, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.242106302 · Participants: 1015Litehouse, Inc. Employee Stock Ownership PlanStellar Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.229611549 · Participants: 659Stellar Industries, Inc. Employee Stock Ownership PlanLitehouse, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.217520907 · Participants: 1130Litehouse, Inc. Employee Stock Ownership Plan
Welch Comer & Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Idaho, assets vs. participants
Compare Welch Comer & Associates, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Welch Comer & Associates, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Idaho, the nearest ESOP by assets is Limno-Tech, Inc. Employee Stock Ownership Plan in MI ($7M); by covered participants it is Valador, Inc. Employee Stock Bonus Plan in WV (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Welch Comer & Associates, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Welch Comer & Associates, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 5.3% during 2023, from $6M to $7M. Reported net income was $415K.
How have Welch Comer & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Welch Comer & Associates, Inc.'s sponsor-wide assets grew 54.5%, from $6M to $10M.
Which ESOP plans are similar in size to Welch Comer & Associates, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Limno-Tech, Inc. Employee Stock Ownership Plan in MI ($7M, 70 participants).
Which ESOP plans cover a similar participant headcount to Welch Comer & Associates, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Valador, Inc. Employee Stock Bonus Plan in WV (24 participants, N/A 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 820412565.

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.