ESOP · DOL Form 5500 · 2023

Westat, Inc. ESOP

Data updated 2026-08-25

$407M
Total assets Above avg plan size
3,046
Participants Above avg headcount
97th
Percentile by assets National rank
$133,569
Avg per participant Near avg balance/head
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Official DOL plan name: Westat, Inc. Employee Stock Ownership Plan · Sponsored by Westat, Inc. · Maryland · Professional & Technical Services

$407M in assets, 3,046 participants

Westat, Inc.'s Westat, Inc. Employee Stock Ownership Plan reported $407M in total assets and 3,046 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #19,882 in Professional & Technical Services (20,321 peers)

Coverage in Maryland

Westat, Inc. Employee Stock Ownership Plan covers 3,046 participants in Maryland, 3.3x the typical Maryland plan (state average ~929 per filing). Assets: $407M.

#19,882
in Professional & Technical Services (20,321 peers)
+9.7%
assets growth YoY
4.1×
vs typical plan assets (national mean)

Westat, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

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

$406,851,042 Top 3% higher than 97% 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

Westat, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westat, Inc. Employee Stock Ownership Plan lands in the large band (3,046 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Westat, Inc. Employee Stock Ownership Plan reported net income rose from -$16M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Westat, Inc. Employee Stock Ownership Plan end-of-year assets rose from $371M in the plan year 2022 filing to $407M in the plan year 2023 filing.
  • Westat, Inc. Employee Stock Ownership Plan reported participants rose from 2,842 in the plan year 2022 filing to 3,046 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 840529566 · Westat, Inc. PY 2023 · ESOP

Westat, Inc. Employee Stock Ownership Plan · $407M · 3,046 · 97th

  • BOY $407M
  • BOY 3,046
  • BOY 97th
  • BOY ESOP
  • BOY near North Coast Holdings Employee Stock Ownership Plan
  • BOY ind #19882

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 Maryland →

Westat, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Ecc Employee Stock Ownership PlanEcc Employee Stock Ownership…$411MChoate Construction Company Employee Stock Ownership PlanChoate Construction Company …$408MWestat, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock …$407MNorth Coast Holdings Employee Stock Ownership PlanNorth Coast Holdings Employe…$406MVgm Group, Inc. Employee Stock Ownership PlanVgm Group, Inc. Employee Sto…$406M
End-of-year total assets ($M) among Westat, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$371M
Net Assets (End of Year)$407M
Net Income$36M
Employer EIN840529566
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westat, Inc.)

Sponsor-wide plan assets over time

All Westat, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 20.267486898049906% vs 2022
2024 filing year
$0.9B$1B$1.1B$1.2B 202220232024 $0.98B $1.18B ▲ +20.4%
Year Plans Participants Total Assets
2022 2 10,941 $978M
2023 2 11,123 $1.1B
2024 2 12,008 $1.2B

Nearby ESOP Plans in Maryland

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

Westat, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 00.511.5 Total assets ($B) Participants Westat, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.406851042 · Participants: 3046Westat, Inc. Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.118445961 · Participants: 1617Evapco, Inc. Employee Stock Ownership PlanKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.335744983 · Participants: 1793Kci Technologies, Inc. Employee Stock Ownership PlanBrown Capital Management ESOP, Total assets ($B): 0.320387257 · Participants: 35Brown Capital Management ESOPLockheed Martin Corporation Capital Accumulation Plan, Total assets ($B): 0.267392826 · Participants: 5839Lockheed Martin Corporation Capital Accumulation PlanEa Engineering, Science, and Technology, Inc., Pbc Employee Stock Ownership Plan, Total assets ($B): 0.122990931 · Participants: 566Ea Engineering, Science, and Technology, Inc., Pbc Employee Stock Ownership Plan
Westat, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Westat, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Maryland, the nearest ESOP by assets is North Coast Holdings Employee Stock Ownership Plan in NY ($406M); by covered participants it is Skogen's Foodliner & Associates Employee Stock Ownership Plan in WI (3,059 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,046 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 Westat, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Westat, Inc. Employee Stock Ownership Plan grew at a solid clip - up 9.7% during 2023, from $371M to $407M. Reported net income was $36M.
How have Westat, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westat, Inc.'s sponsor-wide assets grew 20.3%, from $978M to $1.2B.
Where does Westat, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Westat, Inc. Employee Stock Ownership Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Westat, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is North Coast Holdings Employee Stock Ownership Plan in NY ($406M, 4,467 participants).
Which ESOP plans cover a similar participant headcount to Westat, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Skogen's Foodliner & Associates Employee Stock Ownership Plan in WI (3,059 participants, $79M 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 840529566.

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.