ESOP · DOL Form 5500 · 2023

Watts Engineering Sales, Inc. ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
18
Participants Small participant base
67th
Percentile by assets National rank
$808,284
Avg per participant High balance/head
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Official DOL plan name: Watts Engineering Sales, Inc. Employee Stock Ownership Plan · Sponsored by Watts Engineering Sales, Inc. · Alabama · Wholesale Trade

$15M in assets, 18 participants

Watts Engineering Sales, Inc.'s Watts Engineering Sales, Inc. Employee Stock Ownership Plan reported $15M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #3,837 in Wholesale Trade (6,309 peers)

Watts Engineering Sales, Inc. multi-year trail

Watts Engineering Sales, Inc.'s plans moved +57.3% in assets from 2022 to 2024; this filing shows Watts Engineering Sales, Inc. Employee Stock Ownership Plan at $15M / 18 participants.

#3,837
in Wholesale Trade (6,309 peers)
+41.8%
assets growth YoY

Watts Engineering Sales, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

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

$14,549,109 Top 33% higher than 67% 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

Watts Engineering Sales, 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. Watts Engineering Sales, Inc. Employee Stock Ownership Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Watts Engineering Sales, Inc. Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Watts Engineering Sales, Inc. Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Watts Engineering Sales, Inc. Employee Stock Ownership Plan reported participants rose from 17 in the plan year 2022 filing to 18 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 630497970 · Watts Engineering Sales, Inc. PY 2023 · ESOP

Watts Engineering Sales, Inc. Employee Stock Ownership Plan · $15M · 18 · 67th

  • EBSA $15M
  • EBSA 18
  • EBSA 67th
  • EBSA ESOP
  • EBSA near Mbog Acquisition, Inc. Employee Stock Ownership Plan
  • EBSA ind #3837

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 Alabama →

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

Buse Timber & Sales, Inc. Employee Stock Ownership PlanBuse Timber & Sales, Inc. Em…$15MWatts Engineering Sales, Inc. Employee Stock Ownership PlanWatts Engineering Sales, Inc…$15MMbog Acquisition, Inc. Employee Stock Ownership PlanMbog Acquisition, Inc. Emplo…$15MAg-Express Electronics Employee Stock Ownership Plan and TrustAg-Express Electronics Emplo…$15ML&s Construction, Inc. Employee Stock Ownership PlanL&s Construction, Inc. Emplo…$15M
End-of-year total assets ($M) among Watts Engineering Sales, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Watts Engineering Sales, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Watts Engineering Sales, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 57.27147776169382% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.3M $16.1M ▲ +57.3%
Year Plans Participants Total Assets
2022 1 17 $10M
2023 1 18 $15M
2024 1 19 $16M

Watts Engineering Sales, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$15M
Net Income$4M
Employer EIN630497970
Plan Effective Date1985-11-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Alabama

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

Watts Engineering Sales, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants Scatter plot of 6 data points. -500050010001500 -2000200400600 Total assets ($M) Participants Watts Engineering Sales, Inc. Employee Stock Ownership Plan, Total assets ($M): 14.549109 · Participants: 18Watts Engineering Sales, Inc. Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 470.48798 · Participants: 1360Starfish Holdings, Inc. Employee Stock Ownership PlanInline Electric Employee Stock Ownership Plan, Total assets ($M): 196.496733 · Participants: 287Inline Electric Employee Stock Ownership PlanRadiance Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.105591 · Participants: 874Radiance Technologies, Inc. Employee Stock Ownership PlanSignature Homes Employee Stock Ownership Plan, Total assets ($M): 167.814551 · Participants: 123Signature Homes Employee Stock Ownership PlanEmployee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub, Total assets ($M): 126.850762 · Participants: 909Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub
Watts Engineering Sales, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants
Compare Watts Engineering Sales, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Alabama, the nearest ESOP by assets is Mbog Acquisition, Inc. Employee Stock Ownership Plan in NY ($15M); by covered participants it is Endpoint Solutions Corp. Employee Stock Ownership Plan in WI (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Watts Engineering Sales, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Watts Engineering Sales, Inc. Employee Stock Ownership Plan surged - up 41.8% during 2023, from $10M to $15M. Reported net income was $4M.
How have Watts Engineering Sales, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Watts Engineering Sales, Inc.'s sponsor-wide assets grew 57.3%, from $10M to $16M.
Which ESOP plans are similar in size to Watts Engineering Sales, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mbog Acquisition, Inc. Employee Stock Ownership Plan in NY ($15M, 77 participants).
Which ESOP plans cover a similar participant headcount to Watts Engineering Sales, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Endpoint Solutions Corp. Employee Stock Ownership Plan in WI (18 participants, $1M 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 630497970.

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.