ESOP · DOL Form 5500 · 2023
Woodruff-Sawyer & Co. ESOP
Data updated 2026-08-25
- $79M
- Total assets Below avg plan size
- 606
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $129,920
- Avg per participant Near avg balance/head
Official DOL plan name: Woodruff-Sawyer & Co. Employee Stock Ownership Plan · Sponsored by Woodruff-Sawyer & Co. · California · Finance & Insurance
$79M in assets, 606 participants
Woodruff-Sawyer & Co.'s Woodruff-Sawyer & Co. Employee Stock Ownership Plan reported $79M in total assets and 606 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #7,439 in Finance & Insurance (8,869 peers)
Where Woodruff-Sawyer & Co. Employee Stock Ownership Plan sits by assets
Woodruff-Sawyer & Co. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $79M for 606 participants (~$129,920/participant), down 22.7% in 2023.
- #7,439
- in Finance & Insurance (8,869 peers)
- -22.7%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Woodruff-Sawyer & Co. Employee Stock Ownership Plan's outsized position by total assets
Woodruff-Sawyer & Co. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$78,731,512 Top 10% higher than 90% 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
Woodruff-Sawyer & Co. 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. Woodruff-Sawyer & Co. Employee Stock Ownership Plan sits mid-pack in the medium band (606 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Woodruff-Sawyer & Co. Employee Stock Ownership Plan reported net income fell from -$8M in the plan year 2022 filing to -$23M in the plan year 2023 filing.
- Woodruff-Sawyer & Co. Employee Stock Ownership Plan end-of-year assets fell from $102M in the plan year 2022 filing to $79M in the plan year 2023 filing.
- Woodruff-Sawyer & Co. Employee Stock Ownership Plan reported participants rose from 532 in the plan year 2022 filing to 606 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 941625126 · Woodruff-Sawyer & Co. PY 2023 · ESOP
Woodruff-Sawyer & Co. Employee Stock Ownership Plan · $79M · 606 · 90th
- BOY $79M
- SCH 606
- EBSA 90th
- PART ESOP
- TYPE near F & H Food Equipment Co. Employee Stock Ownership Plan
- NET ind #7439
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 →
Woodruff-Sawyer & Co. Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $102M |
|---|---|
| Net Assets (End of Year) | $79M |
| Net Income | -$23M |
| Employer EIN | 941625126 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Woodruff-Sawyer & Co.)
Sponsor-wide plan assets over time
All Woodruff-Sawyer & Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $260M 22.622010174771173% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,068 | $212M |
| 2023 | 2 | 1,218 | $206M |
| 2024 | 2 | 1,319 | $260M |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Parsons Employee Stock Ownership Plan $3.8B · 7,871
- Acco Employee Stock Ownership Plan $1.4B · 1,397
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
- Agron, Inc. Employee Stock Ownership Plan $533M · 72
- Recology Employee Stock Ownership Plan $497M · 3,656
Woodruff-Sawyer & Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside California, the nearest ESOP by assets is F & H Food Equipment Co. Employee Stock Ownership Plan in MO ($79M); by covered participants it is Employee Stock Ownership Plan of Cross Technologies, Inc. in NC (607 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($79M here).
- F & H Food Equipment Co. Employee Stock Ownership Plan (MO) $79M · 78
- Skogen's Foodliner & Associates Employee Stock Ownership Plan (WI) $79M · 3,059
- W.W. Gay Mechanical Contractor, Inc. Employee Stock Ownership Plan & Trust (FL) $78M · 227
- Reasor's Holding Company Employee Stock Ownership Plan (OK) $79M · N/A
Similar participant headcount
Nearest other-state filings by covered participants (606 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.