ESOP · DOL Form 5500 · 2024

Westpac Holding Company, Inc. ESOP

Data updated 2026-08-25

$24M
Total assets Small plan by assets
62
Participants Small participant base
74th
Percentile by assets National rank
$391,628
Avg per participant High balance/head
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Official DOL plan name: Wph Employee Stock Ownership Plan · Sponsored by Westpac Holding Company, Inc. · California · Construction

$24M in assets, 62 participants

Westpac Holding Company, Inc.'s Wph Employee Stock Ownership Plan reported $24M in total assets and 62 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #6,558 in Construction (9,039 peers)

Westpac Holding Company, Inc. multi-year trail

Westpac Holding Company, Inc.'s plans moved +49.6% in assets from 2022 to 2024; this filing shows Wph Employee Stock Ownership Plan at $24M / 62 participants.

#6,558
in Construction (9,039 peers)
+24.7%
assets growth YoY

Wph Employee Stock Ownership Plan's outsized position by total assets

Wph Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$24,280,926 Top 26% higher than 74% of 123,620 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 2024

Wph Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wph Employee Stock Ownership Plan is a small filing (62 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wph Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Wph Employee Stock Ownership Plan end-of-year assets rose from $19M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Wph Employee Stock Ownership Plan reported participants rose from 58 in the plan year 2023 filing to 62 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 205722172 · Westpac Holding Company, Inc. PY 2024 · ESOP

Wph Employee Stock Ownership Plan · $24M · 62 · 74th

  • PCT $24M
  • EIN 62
  • RANK 74th
  • PHOTO ESOP
  • IND near Mainely Tubs Employee Stock Ownership Plan
  • EOY ind #6558

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 →

Wph Employee Stock Ownership Plan in the asset neighbourhood

The Gordon Highlander Corporation Employee Stock Ownership PlanThe Gordon Highlander Corpor…$24MFinit Employee Stock Ownership PlanFinit Employee Stock Ownersh…$24MWph Employee Stock Ownership PlanWph Employee Stock Ownership…$24MMainely Tubs Employee Stock Ownership PlanMainely Tubs Employee Stock …$24MHome Bancorp, Inc. Employee Stock Ownership PlanHome Bancorp, Inc. Employee …$24M
End-of-year total assets ($M) among Wph Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Westpac Holding Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Westpac Holding Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 49.55598717908129% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.2M $24.3M ▲ +49.5%
Year Plans Participants Total Assets
2022 1 61 $16M
2023 1 58 $19M
2024 1 62 $24M

Westpac Holding Company, Inc. filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$5M
Employer EIN205722172
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Wph Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Wph Employee Stock Ownership Plan, Total assets ($B): 0.024280926 · Participants: 62Wph Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Wph Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Wph Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Mainely Tubs Employee Stock Ownership Plan in ME ($24M); by covered participants it is Comgraphics, Inc. Employee Stock Ownership Plan in IL (62 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (62 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wph Employee Stock Ownership Plan assets move in 2024? ▼
Wph Employee Stock Ownership Plan grew sharply - up 24.7% during 2024, from $19M to $24M. Reported net income was $5M.
How have Westpac Holding Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westpac Holding Company, Inc.'s sponsor-wide assets grew 49.6%, from $16M to $24M.
Which ESOP plans are similar in size to Wph Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mainely Tubs Employee Stock Ownership Plan in ME ($24M, 80 participants).
Which ESOP plans cover a similar participant headcount to Wph Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Comgraphics, Inc. Employee Stock Ownership Plan in IL (62 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 205722172.

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.