ESOP · DOL Form 5500 · 2023

Ward Engineering Company, Inc ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
34th
Percentile by assets National rank
$671,718
Avg per participant High balance/head
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Official DOL plan name: Ward Engineering Company Employee Stock Ownership Plan · Sponsored by Ward Engineering Company, Inc · Kentucky · Professional & Technical Services

$3M in assets, 4 participants

Ward Engineering Company, Inc's Ward Engineering Company Employee Stock Ownership Plan reported $3M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,258 in Professional & Technical Services (20,321 peers)

2023 asset change

Ward Engineering Company Employee Stock Ownership Plan grew at a solid clip 8.6% in 2023 ($2M → $3M) for 4 participants.

#6,258
in Professional & Technical Services (20,321 peers)
+8.6%
assets growth YoY

Ward Engineering Company Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Ward Engineering Company Employee Stock Ownership Plan vs every filed plan by assets

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

$2,686,872 34th percentile higher than 34% 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

Ward Engineering Company Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ward Engineering Company Employee Stock Ownership Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ward Engineering Company Employee Stock Ownership Plan reported net income rose from -$108K in the plan year 2022 filing to $218K in the plan year 2023 filing.
  • Ward Engineering Company Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 610424738 · Ward Engineering Company, Inc PY 2023 · ESOP

Ward Engineering Company Employee Stock Ownership Plan · $3M · 4 · 34th

  • IND $3M
  • EOY 4
  • 5500 34th
  • ASSETS ESOP
  • PCT near Coach House, Inc. Employee Stock Ownership Plan
  • EIN ind #6258

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 Kentucky →

Ward Engineering Company Employee Stock Ownership Plan in the asset neighbourhood

Ward Engineering Company Employee Stock Ownership PlanWard Engineering Company Emp…$3MCoach House, Inc. Employee Stock Ownership PlanCoach House, Inc. Employee S…$3MCentury Next Bank Amended and Restated Employee Stock Ownership PlanCentury Next Bank Amended an…$3MSystems Connection of Maryland, Inc. Employee Stock Ownership PlanSystems Connection of Maryla…$3MRhoads Co. Employee Stock Ownership PlanRhoads Co. Employee Stock Ow…$3M
End-of-year total assets ($M) among Ward Engineering Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Ward Engineering Company, Inc years around the 2023 move

Sponsor-wide plan assets over time

All Ward Engineering Company, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 8.96056710229498% vs 2022
2024 filing year
$2.4M$2.5M$2.6M$2.7M$2.8M 202220232024 $2.47M $2.7M ▲ +9.3%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $3M
2024 1 4 $3M

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$218K
Employer EIN610424738
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kentucky

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

Ward Engineering Company Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -10123 Total assets ($B) Participants Ward Engineering Company Employee Stock Ownership Plan, Total assets ($B): 0.002686872 · Participants: 4Ward Engineering Company Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.325722921 · Participants: 6764Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.14680249 · Participants: 1080Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.126524729 · Participants: 1362Gray, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.104682343 · Participants: 489H & R Agri-Power Employee Stock Ownership PlanKentuckiana Comfort Center, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.094072192 · Participants: 650Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan
Ward Engineering Company Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Ward Engineering Company Employee Stock Ownership Plan side-by-side with 3 peers →

Ward Engineering Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Coach House, Inc. Employee Stock Ownership Plan in IL ($3M); by covered participants it is Martingale & Company Employee Stock Ownership Plan in WA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Ward Engineering Company Employee Stock Ownership Plan assets move in 2023? ▼
Ward Engineering Company Employee Stock Ownership Plan grew at a solid clip - up 8.6% during 2023, from $2M to $3M. Reported net income was $218K.
How have Ward Engineering Company, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ward Engineering Company, Inc's sponsor-wide assets grew 9.0%, from $2M to $3M.
Which ESOP plans are similar in size to Ward Engineering Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Coach House, Inc. Employee Stock Ownership Plan in IL ($3M, 34 participants).
Which ESOP plans cover a similar participant headcount to Ward Engineering Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Martingale & Company Employee Stock Ownership Plan in WA (4 participants, N/A 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 610424738.

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.