ESOP · DOL Form 5500 · 2023
Woodruff-Sawyer & Co. ESOP
Data updated 2026-08-11
- $79M
- Total assets
- 606
- Participants
- 90th
- Percentile by assets
- $129,920
- Avg per participant
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.
- 90th percentile by assets (of 127,072 plans)
- #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.
- $79M
- total plan assets (2023 EOY)
- 606
- covered participants
- 90th
- percentile by assets (of 127,072 plans)
- $129,920
- avg assets per participant
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.
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.
Woodruff-Sawyer & Co. Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, Woodruff-Sawyer & Co. Employee Stock Ownership Plan outranks 90% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).
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.)
| 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.
Woodruff-Sawyer & Co. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Woodruff-Sawyer & Co. Employee Stock Ownership Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Woodruff-Sawyer & Co. Employee Stock Ownership Plan assets move in 2023? ▼
How have Woodruff-Sawyer & Co. plan assets changed over time? ▼
Where does Woodruff-Sawyer & Co. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Next read for Woodruff-Sawyer & Co. Employee Stock Own…
Scale reading
Ways to act on Woodruff-Sawyer & Co. Employee Stock Ownership Plan's numbers.
- By total assets, Woodruff-Sawyer & Co. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Woodruff-Sawyer & Co.'s sponsor-wide assets have grown 22.6% since 2022 across 3 plan years on file. More Finance & Insurance plans