ESOP · DOL Form 5500 · 2023

Willocks Construction Corporation ESOP

Data updated 2026-08-25

$708K
Total assets Small plan by assets
11
Participants Small participant base
21st
Percentile by assets National rank
$64,323
Avg per participant Low balance/head
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Official DOL plan name: Willocks Construction Corporation Employee Stock Ownership Plan · Sponsored by Willocks Construction Corporation · Hawaii · Construction

$708K in assets, 11 participants

Willocks Construction Corporation's Willocks Construction Corporation Employee Stock Ownership Plan reported $708K in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,717 in Construction (9,030 peers)

Willocks Construction Corporation multi-year trail

Willocks Construction Corporation's plans moved +22.9% in assets from 2022 to 2024; this filing shows Willocks Construction Corporation Employee Stock Ownership Plan at $708K / 11 participants.

#1,717
in Construction (9,030 peers)
+6.2%
assets growth YoY

Willocks Construction Corporation Employee Stock Ownership Plan among the smaller filed plans by assets

Willocks Construction Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$707,550 21st percentile higher than 21% 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

Willocks Construction Corporation 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. Willocks Construction Corporation Employee Stock Ownership Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Willocks Construction Corporation Employee Stock Ownership Plan reported net income rose from -$72K in the plan year 2022 filing to $41K in the plan year 2023 filing.
  • Willocks Construction Corporation Employee Stock Ownership Plan reported participants fell from 14 in the plan year 2022 filing to 11 in the plan year 2023 filing.
  • Willocks Construction Corporation Employee Stock Ownership Plan end-of-year assets rose from $666K in the plan year 2022 filing to $708K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 990153419 · Willocks Construction Corporation PY 2023 · ESOP

Willocks Construction Corporation Employee Stock Ownership Plan · $708K · 11 · 21st

  • PHOTO $708K
  • IND 11
  • EOY 21st
  • 5500 ESOP
  • ASSETS near Ssb Bank Employee Stock Ownership Plan
  • PCT ind #1717

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 Hawaii →

Willocks Construction Corporation Employee Stock Ownership Plan in the asset neighbourhood

Willocks Construction Corporation Employee Stock Ownership PlanWillocks Construction Corpor…$708KSsb Bank Employee Stock Ownership PlanSsb Bank Employee Stock Owne…$707KIntrepid Capital Corporation Employee Stock Ownership PlanIntrepid Capital Corporation…$706KB & B Precision Manufacturing, Inc. Employee Stock Ownership PlanB & B Precision Manufacturin…$709KCommunity Bankshares, Inc. Employee Stock Ownership and TrustCommunity Bankshares, Inc. E…$706K
End-of-year total assets ($M) among Willocks Construction Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Willocks Construction Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Willocks Construction Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$818K 22.85291866172343% vs 2022
2024 filing year
$0.65M$0.7M$0.75M$0.8M$0.85M 202220232024 $0.67M $0.82M ▲ +22.4%
Year Plans Participants Total Assets
2022 1 14 $666K
2023 1 11 $708K
2024 1 10 $818K

Willocks Construction Corporation filing trail (2023)

Total Assets (Beginning of Year)$666K
Net Assets (End of Year)$708K
Net Income$41K
Employer EIN990153419
Plan Effective Date1976-08-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Hawaii

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

Willocks Construction Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150 Total assets ($M) Participants Willocks Construction Corporation Employee Stock Ownership Plan, Total assets ($M): 0.70755 · Participants: 11Willocks Construction Corporation Employee Stock Ownership PlanRoberts Hawaii, Inc. Employee Stock Ownership Plan, Total assets ($M): 128.324178 · Participants: 1144Roberts Hawaii, Inc. Employee Stock Ownership PlanGpf Life and Health Benefits Co. Employee Stock Ownership Plan, Total assets ($M): 128.158632 · Participants: 102Gpf Life and Health Benefits Co. Employee Stock Ownership PlanBowers & Kubota Consulting, Inc. ESOP, Total assets ($M): 124.005968 · Participants: 258Bowers & Kubota Consulting, Inc. ESOPR. M. Towill Corporation Employee Stock Ownership Plan, Total assets ($M): 116.46544 · Participants: 96R. M. Towill Corporation Employee Stock Ownership PlanHpm Building Supply Employee Stock Ownership Plan, Total assets ($M): 99.513108 · Participants: 381Hpm Building Supply Employee Stock Ownership Plan
Willocks Construction Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants
Compare Willocks Construction Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Willocks Construction Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Hawaii, the nearest ESOP by assets is Ssb Bank Employee Stock Ownership Plan in PA ($707K); by covered participants it is Canastota N/C Corporation Employee Stock Ownership Plan in NY (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Willocks Construction Corporation Employee Stock Ownership Plan assets move in 2023? ▼
Willocks Construction Corporation Employee Stock Ownership Plan grew at a solid clip - up 6.2% during 2023, from $666K to $708K. Reported net income was $41K.
How have Willocks Construction Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willocks Construction Corporation's sponsor-wide assets grew 22.9%, from $666K to $818K.
Where does Willocks Construction Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Willocks Construction Corporation Employee Stock Ownership Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Willocks Construction Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ssb Bank Employee Stock Ownership Plan in PA ($707K, 27 participants).
Which ESOP plans cover a similar participant headcount to Willocks Construction Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Canastota N/C Corporation Employee Stock Ownership Plan in NY (11 participants, $4M 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 990153419.

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.