ESOP · DOL Form 5500 · 2024

Wbe Holdco, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
74
Participants Small participant base
43rd
Percentile by assets National rank
$71,329
Avg per participant Below avg balance/head
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Official DOL plan name: W. Bradley Electric Employee Stock Ownership Plan · Sponsored by Wbe Holdco, Inc. · California · Construction

$5M in assets, 74 participants

Wbe Holdco, Inc.'s W. Bradley Electric Employee Stock Ownership Plan reported $5M in total assets and 74 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #3,751 in Construction (9,039 peers)

Wbe Holdco, Inc. multi-year trail

Wbe Holdco, Inc.'s plans moved -54.2% in assets from 2022 to 2024; this filing shows W. Bradley Electric Employee Stock Ownership Plan at $5M / 74 participants.

#3,751
in Construction (9,039 peers)
+40.2%
assets growth YoY

W. Bradley Electric Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

W. Bradley Electric Employee Stock Ownership Plan vs every filed plan by assets

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

$5,278,351 43rd percentile higher than 43% 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

W. Bradley Electric 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. W. Bradley Electric Employee Stock Ownership Plan is a small filing (74 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • W. Bradley Electric Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • W. Bradley Electric 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.
  • W. Bradley Electric Employee Stock Ownership Plan reported participants fell from 89 in the plan year 2023 filing to 74 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 920468257 · Wbe Holdco, Inc. PY 2024 · ESOP

W. Bradley Electric Employee Stock Ownership Plan · $5M · 74 · 43rd

  • NET $5M
  • NET 74
  • NET 43rd
  • NET ESOP
  • NET near Barbour Publishing Employee Stock Ownership Plan
  • NET ind #3751

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 →

W. Bradley Electric Employee Stock Ownership Plan in the asset neighbourhood

W. Bradley Electric Employee Stock Ownership PlanW. Bradley Electric Employee…$5MBarbour Publishing Employee Stock Ownership PlanBarbour Publishing Employee …$5MFast Electrical Contractors, Inc. Employee Stock Ownership PlanFast Electrical Contractors,…$5MWise Consulting Associates, Inc. Employee Stock Ownership PlanWise Consulting Associates, …$5MO & D Manufacturing, Inc. Employee Stock Ownership PlanO & D Manufacturing, Inc. Em…$5M
End-of-year total assets ($M) among W. Bradley Electric Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Wbe Holdco, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wbe Holdco, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 54.22699628090892% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $11.5M $5.28M ▼ -54.2%
Year Plans Participants Total Assets
2022 1 83 $12M
2023 1 89 $4M
2024 1 74 $5M

Wbe Holdco, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$107M
Net Income$2M
Employer EIN920468257
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

W. Bradley Electric Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants W. Bradley Electric Employee Stock Ownership Plan, Total assets ($B): 0.005278351 · Participants: 74W. Bradley Electric Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
W. Bradley Electric Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare W. Bradley Electric Employee Stock Ownership Plan side-by-side with 3 peers →

W. Bradley Electric Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Barbour Publishing Employee Stock Ownership Plan in OH ($5M); by covered participants it is The Bank of South Carolina Employee Stock Ownership Plan and Trust in SC (74 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (74 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 W. Bradley Electric Employee Stock Ownership Plan assets move in 2024? ▼
W. Bradley Electric Employee Stock Ownership Plan surged - up 40.2% during 2024, from $4M to $5M. Reported net income was $2M.
How have Wbe Holdco, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wbe Holdco, Inc.'s sponsor-wide assets declined 54.2%, from $12M to $5M.
Which ESOP plans are similar in size to W. Bradley Electric Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Barbour Publishing Employee Stock Ownership Plan in OH ($5M, 37 participants).
Which ESOP plans cover a similar participant headcount to W. Bradley Electric Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Bank of South Carolina Employee Stock Ownership Plan and Trust in SC (74 participants, $14M 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 920468257.

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.