ESOP · DOL Form 5500 · 2023

Sunwest Supply, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
36
Participants Small participant base
55th
Percentile by assets National rank
$232,117
Avg per participant Above avg balance/head
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Official DOL plan name: Sunwest Supply, Inc. Employee Stock Ownership Plan · Sponsored by Sunwest Supply, Inc. · Arizona · Manufacturing

$8M in assets, 36 participants

Sunwest Supply, Inc.'s Sunwest Supply, Inc. Employee Stock Ownership Plan reported $8M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #7,502 in Manufacturing (18,722 peers)

Sunwest Supply, Inc. multi-year trail

Sunwest Supply, Inc.'s plans moved +506.6% in assets from 2022 to 2024; this filing shows Sunwest Supply, Inc. Employee Stock Ownership Plan at $8M / 36 participants.

#7,502
in Manufacturing (18,722 peers)
+442.3%
assets growth YoY

Sunwest Supply, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Sunwest Supply, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$8,356,205 Top 45% higher than 55% 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

Sunwest Supply, Inc. 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. Sunwest Supply, Inc. Employee Stock Ownership Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sunwest Supply, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Sunwest Supply, Inc. Employee Stock Ownership Plan reported net income rose from -$12M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Sunwest Supply, Inc. Employee Stock Ownership Plan reported participants fell from 41 in the plan year 2022 filing to 36 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 860658315 · Sunwest Supply, Inc. PY 2023 · ESOP

Sunwest Supply, Inc. Employee Stock Ownership Plan · $8M · 36 · 55th

  • RANK $8M
  • PHOTO 36
  • IND 55th
  • EOY ESOP
  • 5500 near Phipps Inc Employee Stock Ownership Plan
  • ASSETS ind #7502

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 →

Sunwest Supply, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Sunwest Supply, Inc. Employee Stock Ownership PlanSunwest Supply, Inc. Employe…$8MPhipps Inc Employee Stock Ownership PlanPhipps Inc Employee Stock Ow…$8MGeneral Networks Corporation Employees' Stock Ownership PlanGeneral Networks Corporation…$8MHossley Holdings, Inc. Employees' Stock Ownership PlanHossley Holdings, Inc. Emplo…$8MHossley Holdings, Inc. Employees' Stock Ownership PlanHossley Holdings, Inc. Emplo…$8M
End-of-year total assets ($M) among Sunwest Supply, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Sunwest Supply, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sunwest Supply, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 506.55286611637615% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $1.54M $9.35M ▲ +507.1%
Year Plans Participants Total Assets
2022 1 41 $2M
2023 1 36 $8M
2024 1 41 $9M

Sunwest Supply, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$4M
Net Income$8M
Employer EIN860658315
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Arizona

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

Sunwest Supply, 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 ($B) Participants Sunwest Supply, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.008356205 · Participants: 36Sunwest Supply, 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
Sunwest Supply, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Sunwest Supply, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Sunwest Supply, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Phipps Inc Employee Stock Ownership Plan in IA ($8M); by covered participants it is Hydro-Chem Systems, Inc. Employee Stock Ownership Plan in MI (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Sunwest Supply, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Sunwest Supply, Inc. Employee Stock Ownership Plan surged - up 442.3% during 2023, from $2M to $8M. Reported net income was $8M.
How have Sunwest Supply, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunwest Supply, Inc.'s sponsor-wide assets grew 506.6%, from $2M to $9M.
Which ESOP plans are similar in size to Sunwest Supply, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Phipps Inc Employee Stock Ownership Plan in IA ($8M, 4 participants).
Which ESOP plans cover a similar participant headcount to Sunwest Supply, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hydro-Chem Systems, Inc. Employee Stock Ownership Plan in MI (36 participants, $6M 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 860658315.

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.