ESOP · DOL Form 5500 · 2023

Ewing-Foley, Inc. ESOP

Data updated 2026-08-25

$24M
Total assets Small plan by assets
103
Participants Small participant base
76th
Percentile by assets National rank
$233,842
Avg per participant Above avg balance/head
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Official DOL plan name: Ewing-Foley, Inc. Employee Stock Ownership Plan · Sponsored by Ewing-Foley, Inc. · California · Wholesale Trade

$24M in assets, 103 participants

Ewing-Foley, Inc.'s Ewing-Foley, Inc. Employee Stock Ownership Plan reported $24M in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,666 in Wholesale Trade (6,309 peers)

Coverage in California

Ewing-Foley, Inc. Employee Stock Ownership Plan covers 103 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $24M.

#4,666
in Wholesale Trade (6,309 peers)
+6.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Ewing-Foley, Inc. Employee Stock Ownership Plan's outsized position by total assets

Ewing-Foley, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$24,085,723 Top 24% higher than 76% 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

Ewing-Foley, Inc. 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. Ewing-Foley, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ewing-Foley, Inc. Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Ewing-Foley, Inc. Employee Stock Ownership Plan reported participants rose from 89 in the plan year 2022 filing to 103 in the plan year 2023 filing.
  • Ewing-Foley, Inc. Employee Stock Ownership Plan end-of-year assets rose from $23M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 941535556 · Ewing-Foley, Inc. PY 2023 · ESOP

Ewing-Foley, Inc. Employee Stock Ownership Plan · $24M · 103 · 76th

  • 5500 $24M
  • 5500 103
  • 5500 76th
  • 5500 ESOP
  • 5500 near Wholesale Electric Supply Company Inc. Employee Stock Ownership Plan
  • 5500 ind #4666

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 →

Ewing-Foley, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Northeast Community Bank Employee Stock Ownership PlanNortheast Community Bank Emp…$24MAuto Custom Carpets, Inc. Employee Stock Ownership PlanAuto Custom Carpets, Inc. Em…$24MDecibel Research, Inc. Employee Stock Ownership PlanDecibel Research, Inc. Emplo…$24MWholesale Electric Supply Company Inc. Employee Stock Ownership PlanWholesale Electric Supply Co…$24MEwing-Foley, Inc. Employee Stock Ownership PlanEwing-Foley, Inc. Employee S…$24M
End-of-year total assets ($M) among Ewing-Foley, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$24M
Net Income$1M
Employer EIN941535556
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ewing-Foley, Inc.)

Sponsor-wide plan assets over time

All Ewing-Foley, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 16.090150350591713% vs 2022
2024 filing year
$36M$38M$40M$42M$44M$46M 202220232024 $38M $44.1M ▲ +16.1%
Year Plans Participants Total Assets
2022 2 202 $38M
2023 2 242 $41M
2024 2 240 $44M

Nearby ESOP Plans in California

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

Ewing-Foley, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Ewing-Foley, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.024085723 · Participants: 103Ewing-Foley, Inc. 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
Ewing-Foley, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Ewing-Foley, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Ewing-Foley, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Wholesale Electric Supply Company Inc. Employee Stock Ownership Plan in TX ($24M); by covered participants it is Dak Enterprises, Inc. Employee Stock Ownership Plan in OH (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Ewing-Foley, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Ewing-Foley, Inc. Employee Stock Ownership Plan grew at a solid clip - up 6.5% during 2023, from $23M to $24M. Reported net income was $1M.
How have Ewing-Foley, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ewing-Foley, Inc.'s sponsor-wide assets grew 16.1%, from $38M to $44M.
Where does Ewing-Foley, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ewing-Foley, Inc. Employee Stock Ownership Plan ranks in the 76th 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 Ewing-Foley, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Wholesale Electric Supply Company Inc. Employee Stock Ownership Plan in TX ($24M, 463 participants).
Which ESOP plans cover a similar participant headcount to Ewing-Foley, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Dak Enterprises, Inc. Employee Stock Ownership Plan in OH (103 participants, N/A 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 941535556.

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.