ESOP · DOL Form 5500 · 2023
Westchester Modular Homes, Inc. ESOP
Data updated 2026-08-25
- $92M
- Total assets Below avg plan size
- 145
- Participants Small participant base
- 91st
- Percentile by assets National rank
- $635,002
- Avg per participant High balance/head
Official DOL plan name: Westchester Modular Homes, Inc. Employee Stock Ownership Plan · Sponsored by Westchester Modular Homes, Inc. · New York · Construction
$92M in assets, 145 participants
Westchester Modular Homes, Inc.'s Westchester Modular Homes, Inc. Employee Stock Ownership Plan reported $92M in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #8,033 in Construction (9,030 peers)
Coverage in New York
Westchester Modular Homes, Inc. Employee Stock Ownership Plan covers 145 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $92M.
- #8,033
- in Construction (9,030 peers)
- +17.9%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Westchester Modular Homes, Inc. Employee Stock Ownership Plan's outsized position by total assets
Westchester Modular Homes, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$92,075,328 Top 9% higher than 91% 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
Westchester Modular Homes, 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. Westchester Modular Homes, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (145 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Westchester Modular Homes, Inc. Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Westchester Modular Homes, Inc. Employee Stock Ownership Plan end-of-year assets rose from $78M in the plan year 2022 filing to $92M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 061162854 · Westchester Modular Homes, Inc. PY 2023 · ESOP
Westchester Modular Homes, Inc. Employee Stock Ownership Plan · $92M · 145 · 91st
- SCH $92M
- EBSA 145
- PART 91st
- TYPE ESOP
- NET near Ksm Business Services, Inc. Employee Stock Ownership Plan
- BOOK ind #8033
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 New York →
Westchester Modular Homes, Inc. Employee Stock Ownership Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $78M |
|---|---|
| Net Assets (End of Year) | $92M |
| Net Income | $14M |
| Employer EIN | 061162854 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Westchester Modular Homes, Inc.)
Sponsor-wide plan assets over time
All Westchester Modular Homes, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $125M 36.52829328933328% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 279 | $92M |
| 2023 | 2 | 286 | $109M |
| 2024 | 2 | 322 | $125M |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Stewart's Shops Corp Employee Stock Ownership Plan $877M · 3,439
- North Coast Holdings Employee Stock Ownership Plan $406M · 4,467
- Griffon Corporation Employee Stock Ownership Plan $299M · 3,674
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $248M · 1,704
- H.C. Wainwright & Co. Employee Stock Ownership Plan $242M · 93
Westchester Modular Homes, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New York, the nearest ESOP by assets is Ksm Business Services, Inc. Employee Stock Ownership Plan in IN ($92M); by covered participants it is Sdi Education, Inc. Employee Stock Ownership Plan in AZ (145 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($92M here).
- Ksm Business Services, Inc. Employee Stock Ownership Plan (IN) $92M · 488
- Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust (CA) $92M · 145
- Russ Davis Wholesale, Inc Employee Stock Ownership Plan (MN) $92M · 792
- Tuff Shed, Inc. Employee Stock Ownership Plan (CO) $92M · 1,490
Similar participant headcount
Nearest other-state filings by covered participants (145 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.