ESOP · DOL Form 5500 · 2023

Siteworks Holding Co., Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
122
Participants Small participant base
66th
Percentile by assets National rank
$114,942
Avg per participant Below avg balance/head
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Official DOL plan name: Siteworks Holding Co., Inc. Employee Stock Ownership Plan · Sponsored by Siteworks Holding Co., Inc. · Arizona · Management of Enterprises

$14M in assets, 122 participants

Siteworks Holding Co., Inc.'s Siteworks Holding Co., Inc. Employee Stock Ownership Plan reported $14M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #511 in Management of Enterprises (1,137 peers)

Coverage in Arizona

Siteworks Holding Co., Inc. Employee Stock Ownership Plan covers 122 participants in Arizona, about 22% of the average Arizona filer (state average ~564 per filing). Assets: $14M.

#511
in Management of Enterprises (1,137 peers)
+74.2%
assets growth YoY

Siteworks Holding Co., Inc. Employee Stock Ownership Plan's mid-pack asset rank among Management of Enterprises and all filers

Siteworks Holding Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$14,022,970 Top 34% higher than 66% 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

Siteworks Holding 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. Siteworks Holding Co., Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Siteworks Holding Co., Inc. Employee Stock Ownership Plan reported net income rose from $206K in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Siteworks Holding Co., Inc. Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Siteworks Holding Co., Inc. Employee Stock Ownership Plan reported participants fell from 128 in the plan year 2022 filing to 122 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 871265350 · Siteworks Holding Co., Inc. PY 2023 · ESOP

Siteworks Holding Co., Inc. Employee Stock Ownership Plan · $14M · 122 · 66th

  • VS-ST $14M
  • VS-ST 122
  • VS-ST 66th
  • VS-ST ESOP
  • VS-ST near Gold Mechanical, Inc. Employee Stock Ownership Plan
  • VS-ST ind #511

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 Arizona →

Siteworks Holding Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

Electronic Design and Manufacturing Company Employee Stock Ownership PlanElectronic Design and Manufa…$14MSiteworks Holding Co., Inc. Employee Stock Ownership PlanSiteworks Holding Co., Inc. …$14MGold Mechanical, Inc. Employee Stock Ownership PlanGold Mechanical, Inc. Employ…$14MThe Media Loft, Inc. Employee Stock Ownership Plan and TrustThe Media Loft, Inc. Employe…$14MLadco, Inc. Employee Stock Ownership PlanLadco, Inc. Employee Stock O…$14M
End-of-year total assets ($M) among Siteworks Holding Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)-$11M
Net Income$7M
Employer EIN871265350
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Siteworks Holding Co., Inc.)

Sponsor-wide plan assets over time

All Siteworks Holding Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 841.1000053233424% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $2.37M $22.3M ▲ +840.1%
Year Plans Participants Total Assets
2022 2 256 $2M
2023 1 122 $14M
2024 1 116 $22M

Nearby ESOP Plans in Arizona

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

Siteworks Holding Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.5 Total assets ($B) Participants Siteworks Holding Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.01402297 · Participants: 122Siteworks Holding Co., Inc. Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.064355538 · Participants: 2392The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.61854692 · Participants: 19740U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.313228026 · Participants: 253Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.216174467 · Participants: 1057Pima Medical Institute Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.167298665 · Participants: 726Wilson Electric Services Corp. Employee Stock Ownership Plan
Siteworks Holding Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Siteworks Holding Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest ESOP by assets is Gold Mechanical, Inc. Employee Stock Ownership Plan in MO ($14M); by covered participants it is Chestnut Ridge Foam, Inc. Employee Stock Ownership Plan in PA (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Siteworks Holding Co., Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Siteworks Holding Co., Inc. Employee Stock Ownership Plan surged - up 74.2% during 2023, from $8M to $14M. Reported net income was $7M.
How have Siteworks Holding Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Siteworks Holding Co., Inc.'s sponsor-wide assets grew 841.1%, from $2M to $22M.
Which ESOP plans are similar in size to Siteworks Holding Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Gold Mechanical, Inc. Employee Stock Ownership Plan in MO ($14M, 110 participants).
Which ESOP plans cover a similar participant headcount to Siteworks Holding Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Chestnut Ridge Foam, Inc. Employee Stock Ownership Plan in PA (122 participants, $30M 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 871265350.

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.