ESOP · DOL Form 5500 · 2024

Wilcox Construction Holdings Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
30
Participants Small participant base
49th
Percentile by assets National rank
$240,333
Avg per participant Above avg balance/head
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Official DOL plan name: Wilcox Employee Stock Ownership Plan · Sponsored by Wilcox Construction Holdings Inc. · Washington · Construction

$7M in assets, 30 participants

Wilcox Construction Holdings Inc.'s Wilcox Employee Stock Ownership Plan reported $7M in total assets and 30 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #4,285 in Construction (9,039 peers)

Wilcox Construction Holdings Inc. multi-year trail

Wilcox Construction Holdings Inc.'s plans moved +46.2% in assets from 2022 to 2024; this filing shows Wilcox Employee Stock Ownership Plan at $7M / 30 participants.

#4,285
in Construction (9,039 peers)
-7.9%
assets change YoY

The plan reported a net loss of $994K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wilcox Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Wilcox Employee Stock Ownership Plan vs every filed plan by assets

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

$7,210,000 49th percentile higher than 49% 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

Wilcox 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. Wilcox Employee Stock Ownership Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wilcox Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2023 filing to -$994K in the plan year 2024 filing.
  • Wilcox Employee Stock Ownership Plan reported participants rose from 22 in the plan year 2023 filing to 30 in the plan year 2024 filing.
  • Wilcox Employee Stock Ownership Plan end-of-year assets fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 873689100 · Wilcox Construction Holdings Inc. PY 2024 · ESOP

Wilcox Employee Stock Ownership Plan · $7M · 30 · 49th

  • EOY $7M
  • EOY 30
  • EOY 49th
  • EOY ESOP
  • EOY near Coast Companies, Inc. Employee Stock Ownership Plan
  • EOY ind #4285

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 Washington →

Wilcox Employee Stock Ownership Plan in the asset neighbourhood

Sensors, Inc. Employee Stock Ownership PlanSensors, Inc. Employee Stock…$7MCornerstone Adminisystems, Inc. Employee Stock Ownership PlanCornerstone Adminisystems, I…$7MWilcox Employee Stock Ownership PlanWilcox Employee Stock Owners…$7MCoast Companies, Inc. Employee Stock Ownership PlanCoast Companies, Inc. Employ…$7MJorgensen & Co. Employee Stock Ownership Plan and TrustJorgensen & Co. Employee Sto…$7M
End-of-year total assets ($M) among Wilcox Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Wilcox Construction Holdings Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wilcox Construction Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 46.24746450304259% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $4.93M $7.21M ▲ +46.2%
Year Plans Participants Total Assets
2022 1 22 $5M
2023 1 22 $8M
2024 1 30 $7M

Wilcox Construction Holdings Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)-$30M
Net Income-$994K
Employer EIN873689100
Plan Effective Date2020-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Washington

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

Wilcox Employee Stock Ownership Plan vs. nearby ESOP plans in Washington, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -101234 Total assets ($B) Participants Wilcox Employee Stock Ownership Plan, Total assets ($B): 0.00721 · Participants: 30Wilcox Employee Stock Ownership PlanSchweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.162915985 · Participants: 4281Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership PlanTriple B Corporation Employee Stock Ownership Plan, Total assets ($B): 0.30805532 · Participants: 1238Triple B Corporation Employee Stock Ownership PlanManson Construction Co. Non-Craft Employee Stock Ownership Plan, Total assets ($B): 0.207396855 · Participants: 291Manson Construction Co. Non-Craft Employee Stock Ownership PlanParametrix, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.159192217 · Participants: 737Parametrix, Inc. Employee Stock Ownership PlanThe Plexsys Interface Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.097195017 · Participants: 184The Plexsys Interface Products, Inc. Employee Stock Ownership Plan
Wilcox Employee Stock Ownership Plan vs. nearby ESOP plans in Washington, assets vs. participants
Compare Wilcox Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Washington, the nearest ESOP by assets is Coast Companies, Inc. Employee Stock Ownership Plan in CA ($7M); by covered participants it is ESOP Partners Employee Stock Ownership Plan in WI (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Wilcox Employee Stock Ownership Plan assets move in 2024? ▼
Wilcox Employee Stock Ownership Plan pulled back noticeably - down 7.9% during 2024, from $8M to $7M. Reported net income was -$994K.
How have Wilcox Construction Holdings Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wilcox Construction Holdings Inc.'s sponsor-wide assets grew 46.2%, from $5M to $7M.
Which ESOP plans are similar in size to Wilcox Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Coast Companies, Inc. Employee Stock Ownership Plan in CA ($7M, 44 participants).
Which ESOP plans cover a similar participant headcount to Wilcox Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is ESOP Partners Employee Stock Ownership Plan in WI (30 participants, $695K 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 873689100.

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.