ESOP · DOL Form 5500 · 2024

Whitestone Associates, Inc. ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
86
Participants Small participant base
68th
Percentile by assets National rank
$212,088
Avg per participant Above avg balance/head
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Official DOL plan name: Whitestone Associates, Inc. ESOP · Sponsored by Whitestone Associates, Inc. · New Jersey · Professional & Technical Services

$18M in assets, 86 participants

Whitestone Associates, Inc.'s Whitestone Associates, Inc. ESOP reported $18M in total assets and 86 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #13,657 in Professional & Technical Services (20,173 peers)

Whitestone Associates, Inc. multi-year trail

Whitestone Associates, Inc.'s plans moved +238.1% in assets from 2022 to 2024; this filing shows Whitestone Associates, Inc. ESOP at $18M / 86 participants.

#13,657
in Professional & Technical Services (20,173 peers)
+66.7%
assets growth YoY

Whitestone Associates, Inc. ESOP's outsized position by total assets

Whitestone Associates, Inc. ESOP vs every filed plan by assets

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

$18,239,559 Top 32% higher than 68% 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

Whitestone Associates, Inc. ESOP among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Whitestone Associates, Inc. ESOP is a small filing (86 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Whitestone Associates, Inc. ESOP end-of-year assets rose from $11M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Whitestone Associates, Inc. ESOP reported net income rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Whitestone Associates, Inc. ESOP reported participants rose from 71 in the plan year 2023 filing to 86 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 876377432 · Whitestone Associates, Inc. PY 2024 · ESOP

Whitestone Associates, Inc. ESOP · $18M · 86 · 68th

  • IND $18M
  • EOY 86
  • 5500 68th
  • ASSETS ESOP
  • PCT near Snider Inc Employee Stock Ownership Plan and Trust
  • EIN ind #13657

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 New Jersey →

Whitestone Associates, Inc. ESOP in the asset neighbourhood

Onex, Inc. Employee Stock Ownership PlanOnex, Inc. Employee Stock Ow…$18MWhitestone Associates, Inc. ESOPWhitestone Associates, Inc. …$18MSnider Inc Employee Stock Ownership Plan and TrustSnider Inc Employee Stock Ow…$18MDave Carter & Associates, Inc. Employee Stock Ownership PlanDave Carter & Associates, In…$18MCommodity Trucking Employee Stock Ownership PlanCommodity Trucking Employee …$18M
End-of-year total assets ($M) among Whitestone Associates, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Whitestone Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Whitestone Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 238.08077063519573% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $5.4M $18.2M ▲ +237.8%
Year Plans Participants Total Assets
2022 1 62 $5M
2023 1 71 $11M
2024 1 86 $18M

Whitestone Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)-$12M
Net Income$8M
Employer EIN876377432
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Jersey

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

Whitestone Associates, Inc. ESOP vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -1000100200300400500 Total assets ($M) Participants Whitestone Associates, Inc. ESOP, Total assets ($M): 18.239559 · Participants: 86Whitestone Associates, Inc. ESOPOkonite Company Employees Stock Ownership Plan, Total assets ($M): 446.25 · Participants: 1176Okonite Company Employees Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 302.820247 · Participants: 1275Conair LLC Savings and Investment PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 280.534757 · Participants: 1740Mathematica Group Holding Inc. Employee Stock Ownership PlanAmboy Bancorporation Employee Stock Ownership Plan, Total assets ($M): 105.2481 · Participants: 199Amboy Bancorporation Employee Stock Ownership PlanRailroad Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 87.816327 · Participants: 144Railroad Construction Company, Inc. Employee Stock Ownership Plan
Whitestone Associates, Inc. ESOP vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Whitestone Associates, Inc. ESOP side-by-side with 3 peers →

Whitestone Associates, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is Snider Inc Employee Stock Ownership Plan and Trust in NC ($18M); by covered participants it is Fitzwater Holding Group Employee Stock Ownership Plan in OH (86 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (86 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 Whitestone Associates, Inc. ESOP assets move in 2024? ▼
Whitestone Associates, Inc. ESOP surged - up 66.7% during 2024, from $11M to $18M. Reported net income was $8M.
How have Whitestone Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whitestone Associates, Inc.'s sponsor-wide assets grew 238.1%, from $5M to $18M.
Which ESOP plans are similar in size to Whitestone Associates, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by assets is Snider Inc Employee Stock Ownership Plan and Trust in NC ($18M, 23 participants).
Which ESOP plans cover a similar participant headcount to Whitestone Associates, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Fitzwater Holding Group Employee Stock Ownership Plan in OH (86 participants, $11M 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 876377432.

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.