ESOP · DOL Form 5500 · 2023

Wbe Holdco, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
89
Participants Small participant base
39th
Percentile by assets National rank
$42,291
Avg per participant Low balance/head
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Official DOL plan name: W. Bradley Electric Employee Stock Ownership Plan · Sponsored by Wbe Holdco, Inc. · California · Construction

$4M in assets, 89 participants

Wbe Holdco, Inc.'s W. Bradley Electric Employee Stock Ownership Plan reported $4M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #3,360 in Construction (9,030 peers)

Wbe Holdco, Inc. multi-year trail

Wbe Holdco, Inc.'s plans moved -54.2% in assets from 2022 to 2024; this filing shows W. Bradley Electric Employee Stock Ownership Plan at $4M / 89 participants.

#3,360
in Construction (9,030 peers)
-67.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

W. Bradley Electric Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

W. Bradley Electric Employee Stock Ownership Plan vs every filed plan by assets

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

$3,763,903 39th percentile higher than 39% 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

W. Bradley Electric Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. W. Bradley Electric Employee Stock Ownership Plan is a small filing (89 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • W. Bradley Electric Employee Stock Ownership Plan reported net income rose from -$108M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • W. Bradley Electric Employee Stock Ownership Plan end-of-year assets fell from $12M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • W. Bradley Electric Employee Stock Ownership Plan reported participants rose from 83 in the plan year 2022 filing to 89 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 920468257 · Wbe Holdco, Inc. PY 2023 · ESOP

W. Bradley Electric Employee Stock Ownership Plan · $4M · 89 · 39th

  • PHOTO $4M
  • PHOTO 89
  • PHOTO 39th
  • PHOTO ESOP
  • PHOTO near Ohio Screw Products Employee Stock Ownership Plan
  • PHOTO ind #3360

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 California →

W. Bradley Electric Employee Stock Ownership Plan in the asset neighbourhood

American Enterprises International, Inc. ESOP & Profit Sharing PlanAmerican Enterprises Interna…$4MOhio Screw Products Employee Stock Ownership PlanOhio Screw Products Employee…$4MW. Bradley Electric Employee Stock Ownership PlanW. Bradley Electric Employee…$4MJ Davis Architects, PC Employee Stock Ownership PlanJ Davis Architects, PC Emplo…$4MIpmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) Employee Stock Ownership PlanIpmg Legacy, Inc. (F/K/a R.H…$4M
End-of-year total assets ($M) among W. Bradley Electric Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Wbe Holdco, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wbe Holdco, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 54.22699628090892% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $11.5M $5.28M ▼ -54.2%
Year Plans Participants Total Assets
2022 1 83 $12M
2023 1 89 $4M
2024 1 74 $5M

Wbe Holdco, Inc. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)-$109M
Net Income-$1M
Employer EIN920468257
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

W. Bradley Electric Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants W. Bradley Electric Employee Stock Ownership Plan, Total assets ($B): 0.003763903 · Participants: 89W. Bradley Electric Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
W. Bradley Electric Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare W. Bradley Electric Employee Stock Ownership Plan side-by-side with 3 peers →

W. Bradley Electric Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Ohio Screw Products Employee Stock Ownership Plan in OH ($4M); by covered participants it is Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust in MN (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 W. Bradley Electric Employee Stock Ownership Plan assets move in 2023? ▼
W. Bradley Electric Employee Stock Ownership Plan contracted severely - down 67.4% during 2023, from $12M to $4M. Reported net income was -$1M.
How have Wbe Holdco, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wbe Holdco, Inc.'s sponsor-wide assets declined 54.2%, from $12M to $5M.
Which ESOP plans are similar in size to W. Bradley Electric Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ohio Screw Products Employee Stock Ownership Plan in OH ($4M, 36 participants).
Which ESOP plans cover a similar participant headcount to W. Bradley Electric Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust in MN (89 participants, $84M 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 920468257.

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.