ESOP · DOL Form 5500 · 2023

Whitaker Construction Co., Inc. ESOP

Data updated 2026-08-25

$121M
Total assets Near avg plan size
697
Participants Below avg headcount
92nd
Percentile by assets National rank
$173,656
Avg per participant Above avg balance/head
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Official DOL plan name: Whitaker Construction Co., Inc. Employee Stock Ownership Plan · Sponsored by Whitaker Construction Co., Inc. · Utah · Construction

$121M in assets, 697 participants

Whitaker Construction Co., Inc.'s Whitaker Construction Co., Inc. Employee Stock Ownership Plan reported $121M in total assets and 697 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,207 in Construction (9,030 peers)

Where Whitaker Construction Co., Inc. Employee Stock Ownership Plan sits by assets

Whitaker Construction Co., Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $121M for 697 participants (~$173,656/participant), up 99.6% in 2023.

#8,207
in Construction (9,030 peers)
+99.6%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Whitaker Construction Co., Inc. Employee Stock Ownership Plan's outsized position by total assets

Whitaker Construction Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$121,038,272 Top 8% higher than 92% 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

Whitaker Construction Co., Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Whitaker Construction Co., Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (697 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Whitaker Construction Co., Inc. Employee Stock Ownership Plan end-of-year assets rose from $61M in the plan year 2022 filing to $121M in the plan year 2023 filing.
  • Whitaker Construction Co., Inc. Employee Stock Ownership Plan reported net income rose from $17M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Whitaker Construction Co., Inc. Employee Stock Ownership Plan reported participants rose from 650 in the plan year 2022 filing to 697 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 870274152 · Whitaker Construction Co., Inc. PY 2023 · ESOP

Whitaker Construction Co., Inc. Employee Stock Ownership Plan · $121M · 697 · 92nd

  • IND $121M
  • IND 697
  • IND 92nd
  • IND ESOP
  • IND near Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan
  • IND ind #8207

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 →

Whitaker Construction Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

Perry Protech Employee Stock Ownership and Profit Sharing PlanPerry Protech Employee Stock…$122MWhitaker Construction Co., Inc. Employee Stock Ownership PlanWhitaker Construction Co., I…$121MBarclay Water Treatment Co., Inc. Employee Stock Ownership PlanBarclay Water Treatment Co.,…$121MCsw Industrials, Inc. Employee Stock Ownership PlanCsw Industrials, Inc. Employ…$121MButler/Till Employee Stock Ownership PlanButler/Till Employee Stock O…$120M
End-of-year total assets ($M) among Whitaker Construction Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$81M
Net Income$26M
Employer EIN870274152
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whitaker Construction Co., Inc.)

Sponsor-wide plan assets over time

All Whitaker Construction Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$222M 174.74003812207363% vs 2022
2024 filing year
$50M$100M$150M$200M$250M 202220232024 $80.9M $222M ▲ +174.7%
Year Plans Participants Total Assets
2022 2 1,227 $81M
2023 2 1,404 $150M
2024 2 1,589 $222M

Nearby ESOP Plans in Utah

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

Whitaker Construction Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants Scatter plot of 6 data points. -2000200400600800 406080100120140 Total assets ($M) Participants Whitaker Construction Co., Inc. Employee Stock Ownership Plan, Total assets ($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 TrustKenny Seng Construction Employee Stock Ownership Plan, Total assets ($M): 44.16 · Participants: 173Kenny Seng Construction Employee Stock Ownership Plan
Whitaker Construction Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants
Compare Whitaker Construction Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Whitaker Construction Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Utah, the nearest ESOP by assets is Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan in MA ($121M); by covered participants it is Martin & Bayley, Inc. Employee Stock Ownership Plan and Trust in IL (698 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (697 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 Whitaker Construction Co., Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Whitaker Construction Co., Inc. Employee Stock Ownership Plan surged - up 99.6% during 2023, from $61M to $121M. Reported net income was $26M.
How have Whitaker Construction Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whitaker Construction Co., Inc.'s sponsor-wide assets grew 174.7%, from $81M to $222M.
Where does Whitaker Construction Co., Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Whitaker Construction Co., Inc. Employee Stock Ownership Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Whitaker Construction Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan in MA ($121M, 239 participants).
Which ESOP plans cover a similar participant headcount to Whitaker Construction Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Martin & Bayley, Inc. Employee Stock Ownership Plan and Trust in IL (698 participants, $144M 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 870274152.

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.