ESOP · DOL Form 5500 · 2023
Westat, Inc. ESOP
Data updated 2026-08-11
- $407M
- Total assets
- 3,046
- Participants
- 97th
- Percentile by assets
- $133,569
- Avg per participant
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.
- 97th percentile by assets (of 127,072 plans)
- #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.
- $407M
- total plan assets (2023 EOY)
- 3,046
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $133,569
- avg assets per participant
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.
Participants vs Maryland filers
In Maryland, the average filing covers about 929 participants across 2,484 plans. Westat, Inc. Employee Stock Ownership Plan reports 3,046 participants - 3.3x that state average ($407M EOY assets).
Maryland filing particulars
| Total Assets (Beginning of Year) | $371M |
|---|---|
| Net Assets (End of Year) | $407M |
| Net Income | $36M |
| Employer EIN | 840529566 |
| Plan Effective Date | 1977-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Westat, Inc.)
| 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
- Evapco, Inc. Employee Stock Ownership Plan $1.1B · 1,617
- Kci Technologies, Inc. Employee Stock Ownership Plan $336M · 1,793
- Brown Capital Management ESOP $320M · 35
- Lockheed Martin Corporation Capital Accumulation Plan $267M · 5,839
- Ea Engineering, Science, and Technology, Inc., Pbc Employee Stock Ownership Plan $123M · 566
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Westat, Inc. Employee Stock Ownership Plan by total assets, not by location.
- North Coast Holdings Employee Stock Ownership Plan (NY) $406M · 4,467
- Vgm Group, Inc. Employee Stock Ownership Plan (IA) $406M · 1,070
- Choate Construction Company Employee Stock Ownership Plan (GA) $408M · 454
- Ecc Employee Stock Ownership Plan (CA) $411M · 305
Frequently Asked Questions
How did Westat, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
How have Westat, Inc. plan assets changed over time? ▼
Where does Westat, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Westat, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Westat, Inc. Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Maryland. Compare plans
- Westat, Inc.'s sponsor-wide assets have grown 20.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans