ESOP · DOL Form 5500 · 2023
Weber, Hayes & Associates, Inc. ESOP
Data updated 2026-08-25
- $301K
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 14th
- Percentile by assets National rank
- $30,120
- Avg per participant Low balance/head
Official DOL plan name: Weber, Hayes & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Weber, Hayes & Associates, Inc. · California · Professional & Technical Services
$301K in assets, 10 participants
Weber, Hayes & Associates, Inc.'s Weber, Hayes & Associates, Inc. Employee Stock Ownership Plan reported $301K in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.
- #2,145 in Professional & Technical Services (20,321 peers)
2023 asset change
Weber, Hayes & Associates, Inc. Employee Stock Ownership Plan grew at a solid clip 9.8% in 2023 ($274K → $301K) for 10 participants.
- #2,145
- in Professional & Technical Services (20,321 peers)
- +9.8%
- assets growth YoY
Weber, Hayes & Associates, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Weber, Hayes & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$301,202 14th percentile higher than 14% 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
Weber, Hayes & Associates, Inc. Employee Stock Ownership Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Weber, Hayes & Associates, Inc. Employee Stock Ownership Plan is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Weber, Hayes & Associates, Inc. Employee Stock Ownership Plan reported net income rose from $17K in the plan year 2022 filing to $27K in the plan year 2023 filing.
- Weber, Hayes & Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $274K in the plan year 2022 filing to $301K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 770267762 · Weber, Hayes & Associates, Inc. PY 2023 · ESOP
Weber, Hayes & Associates, Inc. Employee Stock Ownership Plan · $301K · 10 · 14th
- SCH $301K
- EBSA 10
- PART 14th
- TYPE ESOP
- NET near W.T. Quinn, Inc. Employee Stock Ownership Plan
- BOOK ind #2145
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 →
Weber, Hayes & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Weber, Hayes & Associates, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Weber, Hayes & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $294K 7.031212988101529% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $274K |
| 2023 | 1 | 10 | $301K |
| 2024 | 1 | 12 | $294K |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $274K |
|---|---|
| Net Assets (End of Year) | $301K |
| Net Income | $27K |
| Employer EIN | 770267762 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
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
Weber, Hayes & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside California, the nearest ESOP by assets is W.T. Quinn, Inc. Employee Stock Ownership Plan in NJ ($301K); by covered participants it is Mantech International Corporation Employee Stock Ownership Plan in VA (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($301K here).
Similar participant headcount
Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.
- Mantech International Corporation Employee Stock Ownership Plan (VA) 10 · 0 off
- Automatic Pump & Equipment Company, Inc. Employee Stock Ownership Plan (TX) 10 · 0 off
- Corbin Design, Inc. Employee Stock Ownership Plan (MI) 10 · 0 off
- Wetzel-Valley Agencies, Inc. Employee Stock Ownership Plan (WV) 10 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.