ESOP · DOL Form 5500 · 2024
Westpac Holding Company, Inc. ESOP
Data updated 2026-08-11
- $24M
- Total assets
- 62
- Participants
- 74th
- Percentile by assets
- $391,628
- Avg per participant
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.
- 74th percentile by assets (of 123,622 plans)
- #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.
- $24M
- total plan assets (2024 EOY)
- 62
- covered participants
- 74th
- percentile by assets (of 123,622 plans)
- $391,628
- avg assets per participant
Where Wph Employee Stock Ownership Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
Westpac Holding Company, Inc. across 3 plan years on file
Across the 3 plan years Westpac Holding Company, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $16M to $24M, a gain of 49.6%, while reported participants moved from 61 to 62 (+1.6%). Peak year by sponsor assets: 2024 ($24M); trough: 2022 ($16M).
Westpac Holding Company, Inc. multi-year asset trail
| 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 EIN | 205722172 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Parsons Employee Stock Ownership Plan $5.0B · 8,040
- Acco Employee Stock Ownership Plan $1.7B · 1,499
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.5B · 1,998
- Ecc Employee Stock Ownership Plan $632M · 317
- Agron, Inc. Employee Stock Ownership Plan $596M · 68
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Wph Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Wph Employee Stock Ownership Plan assets move in 2024? ▼
How have Westpac Holding Company, Inc. plan assets changed over time? ▼
Which ESOP plans are similar in size to Wph Employee Stock Ownership Plan? ▼
Next read for Wph Employee Stock Ownership Plan
Multi-year trail
Ways to act on Wph Employee Stock Ownership Plan's numbers.
- By total assets, Wph Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Westpac Holding Company, Inc.'s sponsor-wide assets have grown 49.6% since 2022 across 3 plan years on file. More Construction plans