ESOP · DOL Form 5500 · 2023

Stacy and Witbeck, Inc. ESOP

Data updated 2026-08-25

$372M
Total assets Above avg plan size
351
Participants Below avg headcount
97th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Stacy and Witbeck, Inc. Employee Stock Ownership Plan · Sponsored by Stacy and Witbeck, Inc. · California · Construction

$372M in assets, 351 participants

Stacy and Witbeck, Inc.'s Stacy and Witbeck, Inc. Employee Stock Ownership Plan reported $372M in total assets and 351 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,685 in Construction (9,030 peers)

Where Stacy and Witbeck, Inc. Employee Stock Ownership Plan sits by assets

Stacy and Witbeck, Inc. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $372M for 351 participants (~$1.1M/participant), down 7.5% in 2023.

#8,685
in Construction (9,030 peers)
-7.5%
assets change YoY
3.7×
vs typical plan assets (national mean)

The plan reported a net loss of $30M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stacy and Witbeck, Inc. Employee Stock Ownership Plan's outsized position by total assets

Stacy and Witbeck, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$371,647,232 Top 3% higher than 97% 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

Stacy and Witbeck, 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. Stacy and Witbeck, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (351 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stacy and Witbeck, Inc. Employee Stock Ownership Plan reported net income fell from $18M in the plan year 2022 filing to -$30M in the plan year 2023 filing.
  • Stacy and Witbeck, Inc. Employee Stock Ownership Plan reported participants fell from 399 in the plan year 2022 filing to 351 in the plan year 2023 filing.
  • Stacy and Witbeck, Inc. Employee Stock Ownership Plan end-of-year assets fell from $402M in the plan year 2022 filing to $372M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942787950 · Stacy and Witbeck, Inc. PY 2023 · ESOP

Stacy and Witbeck, Inc. Employee Stock Ownership Plan · $372M · 351 · 97th

  • IND $372M
  • EOY 351
  • 5500 97th
  • ASSETS ESOP
  • PCT near Allied Mineral Products Employee Stock Ownership Plan
  • EIN ind #8685

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 →

Stacy and Witbeck, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Stacy and Witbeck, Inc. Employee Stock Ownership PlanStacy and Witbeck, Inc. Empl…$372MAllied Mineral Products Employee Stock Ownership PlanAllied Mineral Products Empl…$368MSummit Companies Holdings, Inc. Employee Stock Ownership PlanSummit Companies Holdings, I…$368MBrent Scarbrough & Company Employee Stock Ownership PlanBrent Scarbrough & Company E…$367MUrschel Laboratories Employee Stock Ownership PlanUrschel Laboratories Employe…$366M
End-of-year total assets ($M) among Stacy and Witbeck, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$402M
Net Assets (End of Year)$351M
Net Income-$30M
Employer EIN942787950
Plan Effective Date1981-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stacy and Witbeck, Inc.)

Sponsor-wide plan assets over time

All Stacy and Witbeck, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$478M 0.8118168716032332% vs 2022
2023 filing year
$478M$480M$482M$484M 20222023 $482M $478M ▼ -0.8%
Year Plans Participants Total Assets
2022 2 798 $482M
2023 2 765 $478M

Nearby ESOP Plans in California

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

Stacy and Witbeck, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 01234 Total assets ($B) Participants Stacy and Witbeck, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.371647232 · Participants: 351Stacy and Witbeck, 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
Stacy and Witbeck, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Stacy and Witbeck, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Allied Mineral Products Employee Stock Ownership Plan in OH ($368M); by covered participants it is Lerch Bates Inc. Employee Stock Ownership Plan and Trust in CO (351 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (351 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 Stacy and Witbeck, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Stacy and Witbeck, Inc. Employee Stock Ownership Plan pulled back noticeably - down 7.5% during 2023, from $402M to $372M. Reported net income was -$30M.
How have Stacy and Witbeck, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Stacy and Witbeck, Inc.'s sponsor-wide assets declined 0.8%, from $482M to $478M.
Where does Stacy and Witbeck, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Stacy and Witbeck, Inc. Employee Stock Ownership Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Stacy and Witbeck, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Allied Mineral Products Employee Stock Ownership Plan in OH ($368M, 591 participants).
Which ESOP plans cover a similar participant headcount to Stacy and Witbeck, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Lerch Bates Inc. Employee Stock Ownership Plan and Trust in CO (351 participants, $56M 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 942787950.

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.