ESOP · DOL Form 5500 · 2023

Wetherill Engineering, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
75
Participants Small participant base
35th
Percentile by assets National rank
$37,905
Avg per participant Low balance/head
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Official DOL plan name: Wetherill Engineering, Inc. Employee Stock Ownership Plan · Sponsored by Wetherill Engineering, Inc. · North Carolina · Professional & Technical Services

$3M in assets, 75 participants

Wetherill Engineering, Inc.'s Wetherill Engineering, Inc. Employee Stock Ownership Plan reported $3M in total assets and 75 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,430 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Wetherill Engineering, Inc. Employee Stock Ownership Plan holds $3M for 75 participants - about $37,905 per participant, in the lower half of filed plans by assets.

#6,430
in Professional & Technical Services (20,321 peers)
-1.7%
assets change YoY

Wetherill Engineering, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Wetherill Engineering, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,842,855 35th percentile higher than 35% 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

Wetherill Engineering, 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. Wetherill Engineering, Inc. Employee Stock Ownership Plan is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wetherill Engineering, Inc. Employee Stock Ownership Plan reported net income rose from -$57K in the plan year 2022 filing to $156K in the plan year 2023 filing.
  • Wetherill Engineering, Inc. Employee Stock Ownership Plan reported participants rose from 68 in the plan year 2022 filing to 75 in the plan year 2023 filing.
  • Wetherill Engineering, Inc. Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 560811912 · Wetherill Engineering, Inc. PY 2023 · ESOP

Wetherill Engineering, Inc. Employee Stock Ownership Plan · $3M · 75 · 35th

  • ASSETS $3M
  • PCT 75
  • EIN 35th
  • RANK ESOP
  • PHOTO near Great River Technology, Inc. Employee Stock Ownership Plan
  • IND ind #6430

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 North Carolina →

Wetherill Engineering, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Wetherill Engineering, Inc. Employee Stock Ownership PlanWetherill Engineering, Inc. …$3MGreat River Technology, Inc. Employee Stock Ownership PlanGreat River Technology, Inc.…$3MArmstrong Consultants, Inc. Employee Stock Ownership PlanArmstrong Consultants, Inc. …$3MQuaint Oak Bancorp, Inc. Employee Stock Ownership PlanQuaint Oak Bancorp, Inc. Emp…$3MTcm Employee Stock Ownership PlanTcm Employee Stock Ownership…$3M
End-of-year total assets ($M) among Wetherill Engineering, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$536K
Net Income$156K
Employer EIN560811912
Plan Effective Date2019-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wetherill Engineering, Inc.)

Sponsor-wide plan assets over time

All Wetherill Engineering, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 6.0719158466443295% vs 2022
2024 filing year
$2.7M$2.8M$2.9M$3M 202220232024 $2.89M $2.72M ▼ -5.9%
Year Plans Participants Total Assets
2022 1 68 $3M
2023 1 75 $3M
2024 1 88 $3M

Nearby ESOP Plans in North Carolina

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

Wetherill Engineering, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. 050010001500 -50050100150200 Total assets ($M) Participants Wetherill Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 2.842855 · Participants: 75Wetherill Engineering, Inc. Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 181.705477 · Participants: 1330Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 131.739406 · Participants: 922Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.490037 · Participants: 1028Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 102.100516 · Participants: 273Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 85.875992 · Participants: 144State Utility Contractors, Inc. Employee Stock Ownership Plan
Wetherill Engineering, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Wetherill Engineering, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Wetherill Engineering, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Great River Technology, Inc. Employee Stock Ownership Plan in NM ($3M); by covered participants it is Mountz, Inc. Employee Stock Ownership Plan and Trust in CA (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Wetherill Engineering, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Wetherill Engineering, Inc. Employee Stock Ownership Plan edged down modestly - down 1.7% during 2023, from $3M to $3M. Reported net income was $156K.
How have Wetherill Engineering, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wetherill Engineering, Inc.'s sponsor-wide assets declined 6.1%, from $3M to $3M.
Which ESOP plans are similar in size to Wetherill Engineering, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Great River Technology, Inc. Employee Stock Ownership Plan in NM ($3M, 23 participants).
Which ESOP plans cover a similar participant headcount to Wetherill Engineering, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mountz, Inc. Employee Stock Ownership Plan and Trust in CA (75 participants, $14M 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 560811912.

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.