ESOP · DOL Form 5500 · 2023

William M. Perkins Company, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
102
Participants Small participant base
41st
Percentile by assets National rank
$39,892
Avg per participant Low balance/head
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Official DOL plan name: William M. Perkins Company, Inc. Employee Stock Ownership Plan · Sponsored by William M. Perkins Company, Inc. · California · Construction

$4M in assets, 102 participants

William M. Perkins Company, Inc.'s William M. Perkins Company, Inc. Employee Stock Ownership Plan reported $4M in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #3,476 in Construction (9,030 peers)

Coverage in California

William M. Perkins Company, Inc. Employee Stock Ownership Plan covers 102 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $4M.

#3,476
in Construction (9,030 peers)
+20.6%
assets growth YoY

William M. Perkins Company, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

William M. Perkins Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,069,001 41st percentile higher than 41% 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

William M. Perkins Company, Inc. 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. William M. Perkins Company, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • William M. Perkins Company, Inc. Employee Stock Ownership Plan reported net income rose from $16K in the plan year 2022 filing to $613K in the plan year 2023 filing.
  • William M. Perkins Company, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • William M. Perkins Company, Inc. Employee Stock Ownership Plan reported participants fell from 112 in the plan year 2022 filing to 102 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 330038141 · William M. Perkins Company, Inc. PY 2023 · ESOP

William M. Perkins Company, Inc. Employee Stock Ownership Plan · $4M · 102 · 41st

  • BOOK $4M
  • VS-ST 102
  • BOY 41st
  • SCH ESOP
  • EBSA near Alaska Mining & Diving Supply, Inc. Employee Stock Ownership Plan and Trust
  • PART ind #3476

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 →

William M. Perkins Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Lesco, Inc. Employee Stock Ownership PlanLesco, Inc. Employee Stock O…$4MWilliam M. Perkins Company, Inc. Employee Stock Ownership PlanWilliam M. Perkins Company, …$4MAlaska Mining & Diving Supply, Inc. Employee Stock Ownership Plan and TrustAlaska Mining & Diving Suppl…$4MCentury-Centech Holding Co. Employee Stock Ownership PlanCentury-Centech Holding Co. …$4MAgri-Valley Communications, Inc. Employee Stock Ownership PlanAgri-Valley Communications, …$4M
End-of-year total assets ($M) among William M. Perkins Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$613K
Employer EIN330038141
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (William M. Perkins Company, Inc.)

Sponsor-wide plan assets over time

All William M. Perkins Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 10.391067877820634% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.37M $3.72M ▲ +10.4%
Year Plans Participants Total Assets
2022 1 112 $3M
2023 1 102 $4M
2024 1 93 $4M

Nearby ESOP Plans in California

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

William M. Perkins Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants William M. Perkins Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.004069001 · Participants: 102William M. Perkins Company, Inc. 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
William M. Perkins Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare William M. Perkins Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

William M. Perkins Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Alaska Mining & Diving Supply, Inc. Employee Stock Ownership Plan and Trust in AK ($4M); by covered participants it is Advanced Conversion Technology, Inc. Employee Stock Ownership Plan in PA (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 William M. Perkins Company, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
William M. Perkins Company, Inc. Employee Stock Ownership Plan grew sharply - up 20.6% during 2023, from $3M to $4M. Reported net income was $613K.
How have William M. Perkins Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William M. Perkins Company, Inc.'s sponsor-wide assets grew 10.4%, from $3M to $4M.
Which ESOP plans are similar in size to William M. Perkins Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Alaska Mining & Diving Supply, Inc. Employee Stock Ownership Plan and Trust in AK ($4M, 26 participants).
Which ESOP plans cover a similar participant headcount to William M. Perkins Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Advanced Conversion Technology, Inc. Employee Stock Ownership Plan in PA (102 participants, $5M 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 330038141.

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.