ESOP · DOL Form 5500 · 2023

Warm Corporation West ESOP

Data updated 2026-08-25

$160K
Total assets Small plan by assets
14
Participants Small participant base
9th
Percentile by assets National rank
$11,424
Avg per participant Low balance/head
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Official DOL plan name: Warm Corporation West Employee Stock Ownership Plan · Sponsored by Warm Corporation West · California · Construction

$160K in assets, 14 participants

Warm Corporation West's Warm Corporation West Employee Stock Ownership Plan reported $160K in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.

  • #773 in Construction (9,030 peers)

Warm Corporation West multi-year trail

Warm Corporation West's plans moved -33.0% in assets from 2022 to 2024; this filing shows Warm Corporation West Employee Stock Ownership Plan at $160K / 14 participants.

#773
in Construction (9,030 peers)
-8.6%
assets change YoY

The plan reported a net loss of $250 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Warm Corporation West Employee Stock Ownership Plan among the smaller filed plans by assets

Warm Corporation West Employee Stock Ownership Plan vs every filed plan by assets

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

$159,929 9th percentile higher than 9% 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

Warm Corporation West 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. Warm Corporation West Employee Stock Ownership Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Warm Corporation West Employee Stock Ownership Plan reported net income rose from -$69K in the plan year 2022 filing to -$250 in the plan year 2023 filing.
  • Warm Corporation West Employee Stock Ownership Plan end-of-year assets fell from $175K in the plan year 2022 filing to $160K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 050593745 · Warm Corporation West PY 2023 · ESOP

Warm Corporation West Employee Stock Ownership Plan · $160K · 14 · 9th

  • BOOK $160K
  • BOOK 14
  • BOOK 9th
  • BOOK ESOP
  • BOOK near Xl Industrial Services, Inc. Employee Stock Ownership Plan
  • BOOK ind #773

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 →

Warm Corporation West Employee Stock Ownership Plan in the asset neighbourhood

Warm Corporation West Employee Stock Ownership PlanWarm Corporation West Employ…$160KXl Industrial Services, Inc. Employee Stock Ownership PlanXl Industrial Services, Inc.…$160KTioga Hardwoods, Inc Employee Stock Ownership PlanTioga Hardwoods, Inc Employe…$160KJackson Tool Sales Inc Employer Stock Ownership PlanJackson Tool Sales Inc Emplo…$159KFirst Independence Corporation Stock Ownership PlanFirst Independence Corporati…$157K
End-of-year total assets ($M) among Warm Corporation West Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Warm Corporation West multi-year asset trail

Sponsor-wide plan assets over time

All Warm Corporation West plans reported in each filing year

Latest sponsor-wide plan assets
$117K 32.99908581876357% vs 2022
2024 filing year
$0.1M$0.12M$0.14M$0.16M$0.18M$0.2M 202220232024 $0.18M $0.12M ▼ -33.3%
Year Plans Participants Total Assets
2022 1 14 $175K
2023 1 14 $160K
2024 1 13 $117K

Warm Corporation West filing trail (2023)

Total Assets (Beginning of Year)$175K
Net Assets (End of Year)$143K
Net Income-$250
Employer EIN050593745
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Warm Corporation West Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Warm Corporation West Employee Stock Ownership Plan, Total assets ($B): 0.000159929 · Participants: 14Warm Corporation West 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
Warm Corporation West Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Warm Corporation West Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Xl Industrial Services, Inc. Employee Stock Ownership Plan in IN ($160K); by covered participants it is Eureka Homestead ESOP in LA (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Warm Corporation West Employee Stock Ownership Plan assets move in 2023? ▼
Warm Corporation West Employee Stock Ownership Plan pulled back noticeably - down 8.6% during 2023, from $175K to $160K. Reported net income was -$250.
How have Warm Corporation West plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Warm Corporation West's sponsor-wide assets declined 33.0%, from $175K to $117K.
Where does Warm Corporation West Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Warm Corporation West Employee Stock Ownership Plan ranks in the 9th 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 Warm Corporation West Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Xl Industrial Services, Inc. Employee Stock Ownership Plan in IN ($160K, 49 participants).
Which ESOP plans cover a similar participant headcount to Warm Corporation West Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Eureka Homestead ESOP in LA (14 participants, $2M 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 050593745.

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.