ESOP · DOL Form 5500 · 2023
Warwick Plumbing and Heating Corporation ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 157
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $22,803
- Avg per participant Low balance/head
Official DOL plan name: Warwick Plumbing and Heating Corporation Employee Stock Ownership Plan · Sponsored by Warwick Plumbing and Heating Corporation · Virginia · Construction
$4M in assets, 157 participants
Warwick Plumbing and Heating Corporation's Warwick Plumbing and Heating Corporation Employee Stock Ownership Plan reported $4M in total assets and 157 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.
- #3,278 in Construction (9,030 peers)
Coverage in Virginia
Warwick Plumbing and Heating Corporation Employee Stock Ownership Plan covers 157 participants in Virginia, about 20% of the average Virginia filer (state average ~782 per filing). Assets: $4M.
- #3,278
- in Construction (9,030 peers)
- +563.0%
- assets growth YoY
Warwick Plumbing and Heating Corporation Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers
Warwick Plumbing and Heating Corporation Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,580,000 38th percentile higher than 38% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Warwick Plumbing and Heating Corporation 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. Warwick Plumbing and Heating Corporation Employee Stock Ownership Plan sits mid-pack in the medium band (157 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Warwick Plumbing and Heating Corporation Employee Stock Ownership Plan reported net income rose from $536K in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Warwick Plumbing and Heating Corporation Employee Stock Ownership Plan end-of-year assets rose from $540K in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Warwick Plumbing and Heating Corporation Employee Stock Ownership Plan reported participants rose from 153 in the plan year 2022 filing to 157 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 540549255 · Warwick Plumbing and Heating Corporation PY 2023 · ESOP
Warwick Plumbing and Heating Corporation Employee Stock Ownership Plan · $4M · 157 · 38th
- RANK $4M
- PHOTO 157
- IND 38th
- EOY ESOP
- 5500 near Kafl, Inc. Employee Stock Ownership Plan
- ASSETS ind #3278
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 Virginia →
Warwick Plumbing and Heating Corporation Employee Stock Ownership Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $540K |
|---|---|
| Net Assets (End of Year) | -$37M |
| Net Income | $4M |
| Employer EIN | 540549255 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Warwick Plumbing and Heating Corporation)
Sponsor-wide plan assets over time
All Warwick Plumbing and Heating Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 2112.962962962963% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 153 | $540K |
| 2023 | 1 | 157 | $4M |
| 2024 | 1 | 148 | $12M |
Nearby ESOP Plans in Virginia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Nvr, Inc. Employee Stock Ownership Plan $1.2B · 6,866
- The Resorts Companies, Inc. Employee Stock Ownership Plan $352M · 1,751
- American Systems Corporation Employee Stock Ownership Plan $331M · 1,782
- Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust $322M · 1,652
- New River Electrical Corporation Employee Stock Ownership Plan $321M · 444
Warwick Plumbing and Heating Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Virginia, the nearest ESOP by assets is Kafl, Inc. Employee Stock Ownership Plan in NY ($4M); by covered participants it is Cornerstone Systems, Inc. Employee Stock Ownership Plan in TN (157 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (157 participants); asset peers above are excluded.
- Cornerstone Systems, Inc. Employee Stock Ownership Plan (TN) 157 · 0 off
- Ricondo & Associates, Inc. Employee Stock Ownership Plan (IL) 157 · 0 off
- Northern Habilitative Services Employee Stock Ownership Plan (MN) 157 · 0 off
- Southwestern Financial Corporation Employee Stock Ownership Plan (AZ) 157 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.