ESOP · DOL Form 5500 · 2023

Watkins Ross & Co ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
26
Participants Small participant base
39th
Percentile by assets National rank
$146,712
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Watkins Ross & Co Employee Stock Ownership Plan · Sponsored by Watkins Ross & Co · Michigan · Professional & Technical Services

$4M in assets, 26 participants

Watkins Ross & Co's Watkins Ross & Co Employee Stock Ownership Plan reported $4M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,461 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Watkins Ross & Co Employee Stock Ownership Plan holds $4M for 26 participants - about $146,712 per participant, in the lower half of filed plans by assets.

#7,461
in Professional & Technical Services (20,321 peers)
+3.2%
assets growth YoY

Watkins Ross & Co Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Watkins Ross & Co Employee Stock Ownership Plan vs every filed plan by assets

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

$3,814,506 39th percentile higher than 39% 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

Watkins Ross & Co Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Watkins Ross & Co Employee Stock Ownership Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Watkins Ross & Co Employee Stock Ownership Plan reported net income rose from -$63K in the plan year 2022 filing to $117K in the plan year 2023 filing.
  • Watkins Ross & Co Employee Stock Ownership Plan reported participants rose from 25 in the plan year 2022 filing to 26 in the plan year 2023 filing.
  • Watkins Ross & Co Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 381477362 · Watkins Ross & Co PY 2023 · ESOP

Watkins Ross & Co Employee Stock Ownership Plan · $4M · 26 · 39th

  • IND $4M
  • EOY 26
  • 5500 39th
  • ASSETS ESOP
  • PCT near Adr & Associates Employee Stock Ownership Plan
  • EIN ind #7461

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 Michigan →

Watkins Ross & Co Employee Stock Ownership Plan in the asset neighbourhood

Accutrex Products, Inc. Employees Stock Ownership PlanAccutrex Products, Inc. Empl…$4MCampbell Lumber & Supply Co., Inc. Employee Stock Ownership Plan & TrustCampbell Lumber & Supply Co.…$4MWatkins Ross & Co Employee Stock Ownership PlanWatkins Ross & Co Employee S…$4MAdr & Associates Employee Stock Ownership PlanAdr & Associates Employee St…$4MMasonry Fireplace Industries, Inc. Employee Stock Ownership PlanMasonry Fireplace Industries…$4M
End-of-year total assets ($M) among Watkins Ross & Co Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$117K
Employer EIN381477362
Plan Effective Date1988-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Watkins Ross & Co)

Sponsor-wide plan assets over time

All Watkins Ross & Co plans reported in each filing year

Latest sponsor-wide plan assets
$4M 4.28549984380515% vs 2022
2024 filing year
$3.65M$3.7M$3.75M$3.8M$3.85M$3.9M 202220232024 $3.7M $3.86M ▲ +4.3%
Year Plans Participants Total Assets
2022 1 25 $4M
2023 1 26 $4M
2024 1 26 $4M

Nearby ESOP Plans in Michigan

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

Watkins Ross & Co Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -0.500.511.5 Total assets ($B) Participants Watkins Ross & Co Employee Stock Ownership Plan, Total assets ($B): 0.003814506 · Participants: 26Watkins Ross & Co Employee Stock Ownership PlanMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.30777109 · Participants: 1635Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.808091077 · Participants: 1907The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.436210284 · Participants: 1173Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.258079249 · Participants: 207Motor City Electric Co. Employee Stock Ownership PlanLee Contracting, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.237688318 · Participants: 500Lee Contracting, Inc. Employee Stock Ownership Plan
Watkins Ross & Co Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare Watkins Ross & Co Employee Stock Ownership Plan side-by-side with 3 peers →

Watkins Ross & Co Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Michigan, the nearest ESOP by assets is Adr & Associates Employee Stock Ownership Plan in OH ($4M); by covered participants it is Ringland-Johnson, Inc. Employee Stock Ownership Plan in IL (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Watkins Ross & Co Employee Stock Ownership Plan assets move in 2023? ▼
Watkins Ross & Co Employee Stock Ownership Plan edged up modestly - up 3.2% during 2023, from $4M to $4M. Reported net income was $117K.
How have Watkins Ross & Co plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Watkins Ross & Co's sponsor-wide assets grew 4.3%, from $4M to $4M.
Which ESOP plans are similar in size to Watkins Ross & Co Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Adr & Associates Employee Stock Ownership Plan in OH ($4M, 20 participants).
Which ESOP plans cover a similar participant headcount to Watkins Ross & Co Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ringland-Johnson, Inc. Employee Stock Ownership Plan in IL (26 participants, $17M 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 381477362.

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.