ESOP · DOL Form 5500 · 2023

Western Water Works Supply Company ESOP

Data updated 2026-08-25

$48M
Total assets Below avg plan size
107
Participants Small participant base
85th
Percentile by assets National rank
$452,541
Avg per participant High balance/head
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Official DOL plan name: Western Water Works Supply Company Employee Stock Ownership Plan · Sponsored by Western Water Works Supply Company · California · Wholesale Trade

$48M in assets, 107 participants

Western Water Works Supply Company's Western Water Works Supply Company Employee Stock Ownership Plan reported $48M in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #5,450 in Wholesale Trade (6,309 peers)

Coverage in California

Western Water Works Supply Company Employee Stock Ownership Plan covers 107 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $48M.

#5,450
in Wholesale Trade (6,309 peers)
+1.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Western Water Works Supply Company Employee Stock Ownership Plan's outsized position by total assets

Western Water Works Supply Company Employee Stock Ownership Plan vs every filed plan by assets

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

$48,421,868 Top 15% higher than 85% 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

Western Water Works Supply Company Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western Water Works Supply Company Employee Stock Ownership Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Western Water Works Supply Company Employee Stock Ownership Plan reported net income rose from -$8M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Western Water Works Supply Company Employee Stock Ownership Plan reported participants fell from 120 in the plan year 2022 filing to 107 in the plan year 2023 filing.
  • Western Water Works Supply Company Employee Stock Ownership Plan end-of-year assets rose from $48M in the plan year 2022 filing to $48M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 951459073 · Western Water Works Supply Company PY 2023 · ESOP

Western Water Works Supply Company Employee Stock Ownership Plan · $48M · 107 · 85th

  • BOOK $48M
  • VS-ST 107
  • BOY 85th
  • SCH ESOP
  • EBSA near Blount Construction Company, Inc. Employee Stock Ownership Plan
  • PART ind #5450

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 →

Western Water Works Supply Company Employee Stock Ownership Plan in the asset neighbourhood

A & a Maintenance Enterprise, Inc. Employee Stock Ownership PlanA & a Maintenance Enterprise…$49MCoborns Incorporated Employee Stock Ownership PlanCoborns Incorporated Employe…$49MWestern Water Works Supply Company Employee Stock Ownership PlanWestern Water Works Supply C…$48MBlount Construction Company, Inc. Employee Stock Ownership PlanBlount Construction Company,…$48MHallmark Building Supplies, Inc. Employee Stock Ownership PlanHallmark Building Supplies, …$48M
End-of-year total assets ($M) among Western Water Works Supply Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$42M
Net Income$1M
Employer EIN951459073
Plan Effective Date2004-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western Water Works Supply Company)

Sponsor-wide plan assets over time

All Western Water Works Supply Company plans reported in each filing year

Latest sponsor-wide plan assets
$79M 66.29350527922718% vs 2022
2024 filing year
$40M$50M$60M$70M$80M$90M 202220232024 $47.6M $79.2M ▲ +66.3%
Year Plans Participants Total Assets
2022 1 120 $48M
2023 1 107 $48M
2024 1 128 $79M

Nearby ESOP Plans in California

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

Western Water Works Supply Company Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Western Water Works Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.048421868 · Participants: 107Western Water Works Supply Company Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Western Water Works Supply Company Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Western Water Works Supply Company Employee Stock Ownership Plan side-by-side with 3 peers →

Western Water Works Supply Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Blount Construction Company, Inc. Employee Stock Ownership Plan in GA ($48M); by covered participants it is Ppic Employee Stock Ownership Plan in NM (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Western Water Works Supply Company Employee Stock Ownership Plan assets move in 2023? ▼
Western Water Works Supply Company Employee Stock Ownership Plan edged up modestly - up 1.7% during 2023, from $48M to $48M. Reported net income was $1M.
How have Western Water Works Supply Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Water Works Supply Company's sponsor-wide assets grew 66.3%, from $48M to $79M.
Where does Western Water Works Supply Company Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Western Water Works Supply Company Employee Stock Ownership Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Western Water Works Supply Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Blount Construction Company, Inc. Employee Stock Ownership Plan in GA ($48M, 123 participants).
Which ESOP plans cover a similar participant headcount to Western Water Works Supply Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ppic Employee Stock Ownership Plan in NM (107 participants, $59M 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 951459073.

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.