ESOP · DOL Form 5500 · 2023

March-Westin Company, Inc. ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
92
Participants Small participant base
68th
Percentile by assets National rank
$171,858
Avg per participant Above avg balance/head
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Official DOL plan name: March-Westin Company, Inc. Employee Stock Ownership Plan · Sponsored by March-Westin Company, Inc. · West Virginia · Construction

$16M in assets, 92 participants

March-Westin Company, Inc.'s March-Westin Company, Inc. Employee Stock Ownership Plan reported $16M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #6,032 in Construction (9,030 peers)

March-Westin Company, Inc. multi-year trail

March-Westin Company, Inc.'s plans moved +25.4% in assets from 2022 to 2024; this filing shows March-Westin Company, Inc. Employee Stock Ownership Plan at $16M / 92 participants.

#6,032
in Construction (9,030 peers)
+3.4%
assets growth YoY

March-Westin Company, Inc. Employee Stock Ownership Plan's outsized position by total assets

March-Westin Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$15,810,927 Top 32% higher than 68% 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

March-Westin Company, 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. March-Westin Company, Inc. Employee Stock Ownership Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • March-Westin Company, Inc. Employee Stock Ownership Plan reported net income rose from -$696K in the plan year 2022 filing to $514K in the plan year 2023 filing.
  • March-Westin Company, Inc. Employee Stock Ownership Plan reported participants rose from 89 in the plan year 2022 filing to 92 in the plan year 2023 filing.
  • March-Westin Company, Inc. Employee Stock Ownership Plan end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 550642527 · March-Westin Company, Inc. PY 2023 · ESOP

March-Westin Company, Inc. Employee Stock Ownership Plan · $16M · 92 · 68th

  • BOOK $16M
  • VS-ST 92
  • BOY 68th
  • SCH ESOP
  • EBSA near Diversified Lighting Associates, Inc. Employee Stock Ownership Plan
  • PART ind #6032

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 West Virginia →

March-Westin Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

R.a. Heath Construction and Millwork, Inc. Employee Stock Ownership Plan and TrustR.a. Heath Construction and …$16MPremiere Speakers Bureau, Inc. Employee Stock Ownership PlanPremiere Speakers Bureau, In…$16MMarch-Westin Company, Inc. Employee Stock Ownership PlanMarch-Westin Company, Inc. E…$16MDiversified Lighting Associates, Inc. Employee Stock Ownership PlanDiversified Lighting Associa…$16MPeter Basso Associates, Inc Employee Stock Ownership PlanPeter Basso Associates, Inc …$16M
End-of-year total assets ($M) among March-Westin Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

March-Westin Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All March-Westin Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 25.392420477799995% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.3M $19.2M ▲ +25.4%
Year Plans Participants Total Assets
2022 1 89 $15M
2023 1 92 $16M
2024 1 93 $19M

March-Westin Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$514K
Employer EIN550642527
Plan Effective Date1987-06-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in West Virginia

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

March-Westin Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 020406080100 Total assets ($M) Participants March-Westin Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 15.810927 · Participants: 92March-Westin Company, Inc. Employee Stock Ownership PlanTriton Employee Stock Ownership Plan, Total assets ($M): 81.933827 · Participants: 61Triton Employee Stock Ownership PlanPort Amherst, Ltd. Employee Stock Ownership Plan, Total assets ($M): 42.811968 · Participants: 325Port Amherst, Ltd. Employee Stock Ownership PlanMulberry's Independent Home Services, Inc. Employee Stock Ownership Plan, Total assets ($M): 36.78 · Participants: 1687Mulberry's Independent Home Services, Inc. Employee Stock Ownership PlanWeirton Geriatric Center, Inc. Employees' Stock Ownership Plan, Total assets ($M): 29.237019 · Participants: 137Weirton Geriatric Center, Inc. Employees' Stock Ownership PlanCgp Foods Inc. Employee Stock Ownership Plan, Total assets ($M): 20.596104 · Participants: 282Cgp Foods Inc. Employee Stock Ownership Plan
March-Westin Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants
Compare March-Westin Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

March-Westin Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside West Virginia, the nearest ESOP by assets is Diversified Lighting Associates, Inc. Employee Stock Ownership Plan in PA ($16M); by covered participants it is Allen Agency Employee Stock Ownership Plan in ME (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 March-Westin Company, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
March-Westin Company, Inc. Employee Stock Ownership Plan edged up modestly - up 3.4% during 2023, from $15M to $16M. Reported net income was $514K.
How have March-Westin Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), March-Westin Company, Inc.'s sponsor-wide assets grew 25.4%, from $15M to $19M.
Which ESOP plans are similar in size to March-Westin Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Diversified Lighting Associates, Inc. Employee Stock Ownership Plan in PA ($16M, 137 participants).
Which ESOP plans cover a similar participant headcount to March-Westin Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Allen Agency Employee Stock Ownership Plan in ME (92 participants, $22M 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 550642527.

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.