ESOP · DOL Form 5500 · 2024

Webb Insurance Agency ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
28
Participants Small participant base
42nd
Percentile by assets National rank
$177,352
Avg per participant Above avg balance/head
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Official DOL plan name: Webb Insurance Agency Employee Stock Ownership Plan · Sponsored by Webb Insurance Agency · Ohio · Finance & Insurance

$5M in assets, 28 participants

Webb Insurance Agency's Webb Insurance Agency Employee Stock Ownership Plan reported $5M in total assets and 28 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,414 in Finance & Insurance (8,549 peers)

Webb Insurance Agency multi-year trail

Webb Insurance Agency's plans moved +14.4% in assets from 2022 to 2024; this filing shows Webb Insurance Agency Employee Stock Ownership Plan at $5M / 28 participants.

#2,414
in Finance & Insurance (8,549 peers)
+13.0%
assets growth YoY

Webb Insurance Agency Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Webb Insurance Agency Employee Stock Ownership Plan vs every filed plan by assets

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

$4,965,850 42nd percentile higher than 42% 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

Webb Insurance Agency 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. Webb Insurance Agency Employee Stock Ownership Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Webb Insurance Agency Employee Stock Ownership Plan reported net income rose from $124K in the plan year 2023 filing to $641K in the plan year 2024 filing.
  • Webb Insurance Agency Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 344387490 · Webb Insurance Agency PY 2024 · ESOP

Webb Insurance Agency Employee Stock Ownership Plan · $5M · 28 · 42nd

  • PART $5M
  • TYPE 28
  • NET 42nd
  • BOOK ESOP
  • VS-ST near Bachman, Inc. ESOP
  • BOY ind #2414

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 Ohio →

Webb Insurance Agency Employee Stock Ownership Plan in the asset neighbourhood

Webb Insurance Agency Employee Stock Ownership PlanWebb Insurance Agency Employ…$5MNorth Shore Trust and Savings ESOPNorth Shore Trust and Saving…$5MNelson-Rudie & Associates, Inc. Employee Stock Ownership PlanNelson-Rudie & Associates, I…$5MBachman, Inc. ESOP$5MAmerican Weathermakers ESOP$5M
End-of-year total assets ($M) among Webb Insurance Agency Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Webb Insurance Agency multi-year asset trail

Sponsor-wide plan assets over time

All Webb Insurance Agency plans reported in each filing year

Latest sponsor-wide plan assets
$5M 14.419953267507232% vs 2022
2024 filing year
$4.2M$4.4M$4.6M$4.8M$5M$5.2M 202220232024 $4.34M $4.97M ▲ +14.5%
Year Plans Participants Total Assets
2022 1 29 $4M
2023 1 28 $4M
2024 1 28 $5M

Webb Insurance Agency filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$641K
Employer EIN344387490
Plan Effective Date1954-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Webb Insurance Agency Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Webb Insurance Agency Employee Stock Ownership Plan, Total assets ($B): 0.00496585 · Participants: 28Webb Insurance Agency Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Container Corporation Employee Stock Ownership Plan
Webb Insurance Agency Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Webb Insurance Agency Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest ESOP by assets is Bachman, Inc. ESOP in ND ($5M); by covered participants it is Asu Group Employee Stock Ownership Plan in MI (28 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Webb Insurance Agency Employee Stock Ownership Plan assets move in 2024? ▼
Webb Insurance Agency Employee Stock Ownership Plan grew at a solid clip - up 13.0% during 2024, from $4M to $5M. Reported net income was $641K.
How have Webb Insurance Agency plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Webb Insurance Agency's sponsor-wide assets grew 14.4%, from $4M to $5M.
Which ESOP plans are similar in size to Webb Insurance Agency Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bachman, Inc. ESOP in ND ($5M, 52 participants).
Which ESOP plans cover a similar participant headcount to Webb Insurance Agency Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Asu Group Employee Stock Ownership Plan in MI (28 participants, $4M 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 344387490.

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.