ESOP · DOL Form 5500 · 2023

Western Valley Insurance Associates, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
44
Participants Small participant base
46th
Percentile by assets National rank
$122,384
Avg per participant Near avg balance/head
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Official DOL plan name: Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan · Sponsored by Western Valley Insurance Associates, Inc. · California · Finance & Insurance

$5M in assets, 44 participants

Western Valley Insurance Associates, Inc.'s Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan reported $5M in total assets and 44 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,881 in Finance & Insurance (8,869 peers)

Western Valley Insurance Associates, Inc. multi-year trail

Western Valley Insurance Associates, Inc.'s plans moved +12.2% in assets from 2022 to 2024; this filing shows Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan at $5M / 44 participants.

#2,881
in Finance & Insurance (8,869 peers)
-3.1%
assets change YoY

The plan reported a net loss of $53K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,384,874 46th percentile higher than 46% 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

Western Valley Insurance Associates, Inc. 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. Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan is a small filing (44 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan reported net income fell from $52K in the plan year 2022 filing to -$53K in the plan year 2023 filing.
  • Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan end-of-year assets fell from $6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan reported participants fell from 45 in the plan year 2022 filing to 44 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 942899459 · Western Valley Insurance Associates, Inc. PY 2023 · ESOP

Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan · $5M · 44 · 46th

  • BOY $5M
  • SCH 44
  • EBSA 46th
  • PART ESOP
  • TYPE near Winter Park National Bank ESOP
  • NET ind #2881

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 →

Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Spotlight Events, Inc. Employee Stock Ownership Plan and TrustSpotlight Events, Inc. Emplo…$5MWestern Valley Insurance Associates, Inc. Employee Stock Ownership PlanWestern Valley Insurance Ass…$5MWinter Park National Bank ESOPWinter Park National Bank ES…$5MPathfinder Bank Employee Stock Ownership PlanPathfinder Bank Employee Sto…$5MThe Gadsden Corporation Employee Stock Ownership PlanThe Gadsden Corporation Empl…$5M
End-of-year total assets ($M) among Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Western Valley Insurance Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Western Valley Insurance Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 12.195973280427232% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.56M $6.24M ▲ +12.2%
Year Plans Participants Total Assets
2022 1 45 $6M
2023 1 44 $5M
2024 1 48 $6M

Western Valley Insurance Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$53K
Employer EIN942899459
Plan Effective Date2009-04-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.005384874 · Participants: 44Western Valley Insurance Associates, Inc. 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
Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Winter Park National Bank ESOP in FL ($5M); by covered participants it is Sanibel Captiva Holdings, Inc. Employee Stock Ownership Plan in FL (44 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (44 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 Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan edged down modestly - down 3.1% during 2023, from $6M to $5M. Reported net income was -$53K.
How have Western Valley Insurance Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Valley Insurance Associates, Inc.'s sponsor-wide assets grew 12.2%, from $6M to $6M.
Which ESOP plans are similar in size to Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Winter Park National Bank ESOP in FL ($5M, 23 participants).
Which ESOP plans cover a similar participant headcount to Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sanibel Captiva Holdings, Inc. Employee Stock Ownership Plan in FL (44 participants, $6M 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 942899459.

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.