ESOP · DOL Form 5500 · 2023

Great Western Sales, Inc. ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
114
Participants Small participant base
68th
Percentile by assets National rank
$139,693
Avg per participant Near avg balance/head
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Official DOL plan name: Mega Western Sales Employee Stock Ownership Plan · Sponsored by Great Western Sales, Inc. · California · Wholesale Trade

$16M in assets, 114 participants

Great Western Sales, Inc.'s Mega Western Sales Employee Stock Ownership Plan reported $16M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,001 in Wholesale Trade (6,309 peers)

Coverage in California

Mega Western Sales Employee Stock Ownership Plan covers 114 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $16M.

#4,001
in Wholesale Trade (6,309 peers)
+27.2%
assets growth YoY

Mega Western Sales Employee Stock Ownership Plan's outsized position by total assets

Mega Western Sales Employee Stock Ownership Plan vs every filed plan by assets

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

$15,925,000 Top 32% higher than 68% 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

Mega Western Sales 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. Mega Western Sales Employee Stock Ownership Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mega Western Sales Employee Stock Ownership Plan reported net income fell from $6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Mega Western Sales Employee Stock Ownership Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Mega Western Sales Employee Stock Ownership Plan reported participants rose from 102 in the plan year 2022 filing to 114 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 952806822 · Great Western Sales, Inc. PY 2023 · ESOP

Mega Western Sales Employee Stock Ownership Plan · $16M · 114 · 68th

  • IND $16M
  • IND 114
  • IND 68th
  • IND ESOP
  • IND near Kelly Mitchell Employee Stock Ownership Plan
  • IND ind #4001

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 →

Mega Western Sales Employee Stock Ownership Plan in the asset neighbourhood

Kai Hawaii, Inc. Employee Stock Ownership PlanKai Hawaii, Inc. Employee St…$16MMega Western Sales Employee Stock Ownership PlanMega Western Sales Employee …$16MKelly Mitchell Employee Stock Ownership PlanKelly Mitchell Employee Stoc…$16MDowling Corporation Employee Stock Ownership PlanDowling Corporation Employee…$16MRamler Holdings, Inc. Employee Stock Ownership PlanRamler Holdings, Inc. Employ…$16M
End-of-year total assets ($M) among Mega Western Sales Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)-$16M
Net Income$4M
Employer EIN952806822
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Great Western Sales, Inc.)

Sponsor-wide plan assets over time

All Great Western Sales, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 48.03866741231925% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $12.5M $18.5M ▲ +48.0%
Year Plans Participants Total Assets
2022 1 102 $13M
2023 1 114 $16M
2024 1 104 $19M

Nearby ESOP Plans in California

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

Mega Western Sales Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Mega Western Sales Employee Stock Ownership Plan, Total assets ($B): 0.015925 · Participants: 114Mega Western Sales 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
Mega Western Sales Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Mega Western Sales Employee Stock Ownership Plan side-by-side with 3 peers →

Mega Western Sales Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Kelly Mitchell Employee Stock Ownership Plan in MO ($16M); by covered participants it is The Model Group Employee Stock Ownership Plan in OH (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Mega Western Sales Employee Stock Ownership Plan assets move in 2023? ▼
Mega Western Sales Employee Stock Ownership Plan grew sharply - up 27.2% during 2023, from $13M to $16M. Reported net income was $4M.
How have Great Western Sales, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Great Western Sales, Inc.'s sponsor-wide assets grew 48.0%, from $13M to $19M.
Which ESOP plans are similar in size to Mega Western Sales Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kelly Mitchell Employee Stock Ownership Plan in MO ($16M, 281 participants).
Which ESOP plans cover a similar participant headcount to Mega Western Sales Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Model Group Employee Stock Ownership Plan in OH (114 participants, $10M 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 952806822.

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.