ESOP · DOL Form 5500 · 2023

West Valley Construction Co., Inc. ESOP

Data updated 2026-08-25

$70M
Total assets Below avg plan size
150
Participants Small participant base
89th
Percentile by assets National rank
$469,678
Avg per participant High balance/head
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Official DOL plan name: West Valley Construction Co., Inc. ESOP · Sponsored by West Valley Construction Co., Inc. · California · Construction

$70M in assets, 150 participants

West Valley Construction Co., Inc.'s West Valley Construction Co., Inc. ESOP reported $70M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,822 in Construction (9,030 peers)

Coverage in California

West Valley Construction Co., Inc. ESOP covers 150 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $70M.

#7,822
in Construction (9,030 peers)
+27.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

West Valley Construction Co., Inc. ESOP's outsized position by total assets

West Valley Construction Co., Inc. ESOP vs every filed plan by assets

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

$70,451,668 Top 11% higher than 89% 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

West Valley Construction Co., Inc. ESOP 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. West Valley Construction Co., Inc. ESOP sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • West Valley Construction Co., Inc. ESOP reported net income rose from $1M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • West Valley Construction Co., Inc. ESOP end-of-year assets rose from $55M in the plan year 2022 filing to $70M in the plan year 2023 filing.
  • West Valley Construction Co., Inc. ESOP reported participants rose from 146 in the plan year 2022 filing to 150 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 941410142 · West Valley Construction Co., Inc. PY 2023 · ESOP

West Valley Construction Co., Inc. ESOP · $70M · 150 · 89th

  • TYPE $70M
  • NET 150
  • BOOK 89th
  • VS-ST ESOP
  • BOY near Smc Packaging Group Profit Sharing Plan
  • SCH ind #7822

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 →

West Valley Construction Co., Inc. ESOP in the asset neighbourhood

Hawkins, Inc. Employee Stock Ownership PlanHawkins, Inc. Employee Stock…$71MAcme Group Holding Company, Inc. Employee Stock Ownership Plan and TrustAcme Group Holding Company, …$71MWest Valley Construction Co., Inc. ESOPWest Valley Construction Co.…$70MSmc Packaging Group Profit Sharing PlanSmc Packaging Group Profit S…$70MThe Richmond Group, Inc. Employee Stock Ownership PlanThe Richmond Group, Inc. Emp…$70M
End-of-year total assets ($M) among West Valley Construction Co., Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$64M
Net Income$9M
Employer EIN941410142
Plan Effective Date1975-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (West Valley Construction Co., Inc.)

Sponsor-wide plan assets over time

All West Valley Construction Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$91M 64.57481871017683% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $55.2M $90.9M ▲ +64.6%
Year Plans Participants Total Assets
2022 1 146 $55M
2023 1 150 $70M
2024 1 149 $91M

Nearby ESOP Plans in California

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

West Valley Construction Co., Inc. ESOP vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants West Valley Construction Co., Inc. ESOP, Total assets ($B): 0.070451668 · Participants: 150West Valley Construction Co., Inc. ESOPParsons 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
West Valley Construction Co., Inc. ESOP vs. nearby ESOP plans in California, assets vs. participants
Compare West Valley Construction Co., Inc. ESOP side-by-side with 3 peers →

West Valley Construction Co., Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Smc Packaging Group Profit Sharing Plan in MO ($70M); by covered participants it is Mclaren Technical Services, Inc. Employee Stock Ownership Plan in NJ (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 West Valley Construction Co., Inc. ESOP assets move in 2023? ▼
West Valley Construction Co., Inc. ESOP grew sharply - up 27.6% during 2023, from $55M to $70M. Reported net income was $9M.
How have West Valley Construction Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), West Valley Construction Co., Inc.'s sponsor-wide assets grew 64.6%, from $55M to $91M.
Where does West Valley Construction Co., Inc. ESOP rank by assets among Form 5500 filers? ▼
West Valley Construction Co., Inc. ESOP ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to West Valley Construction Co., Inc. ESOP? ▼
Among ESOP plans in other states, the closest by assets is Smc Packaging Group Profit Sharing Plan in MO ($70M, 443 participants).
Which ESOP plans cover a similar participant headcount to West Valley Construction Co., Inc. ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Mclaren Technical Services, Inc. Employee Stock Ownership Plan in NJ (150 participants, $13M 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 941410142.

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.