ESOP · DOL Form 5500 · 2023

Stacy and Witbeck, Inc. ESOP

Data updated 2026-08-11

$372M
Total assets: 351
Participants: 97th
Percentile by assets: $1.1M
Avg per participant

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.

97th percentile by assets (of 127,072 plans)
#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.

$372M
total plan assets (2023 EOY): 351
covered participants: 97th
percentile by assets (of 127,072 plans): $1.1M
avg assets per participant

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 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 →

State

California

Industry

Construction

Stacy and Witbeck, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Stacy and Witbeck, Inc. Employee Stock Ownership Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$402M
Net Assets (End of Year)	$351M
Net Income	-$30M
Employer EIN	942787950
Plan Effective Date	1981-12-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Stacy and Witbeck, Inc.)

Total plan assets by year, all Stacy and Witbeck, Inc. plans on file

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

Parsons Employee Stock Ownership Plan $3.8B · 7,871
Acco Employee Stock Ownership Plan $1.4B · 1,397
Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
Agron, Inc. Employee Stock Ownership Plan $533M · 72
Recology Employee Stock Ownership Plan $497M · 3,656

Compare Stacy and Witbeck, Inc. Employee Stock O… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Stacy and Witbeck, Inc. Employee Stock Ownership Plan by total assets, not by location.

Allied Mineral Products Employee Stock Ownership Plan (OH) $368M · 591
Summit Companies Holdings, Inc. Employee Stock Ownership Plan (FL) $368M · 233
Brent Scarbrough & Company Employee Stock Ownership Plan (GA) $367M · 439
Urschel Laboratories Employee Stock Ownership Plan (IN) $366M · 487

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).

Next read for Stacy and Witbeck, Inc. Employee Stock O…

Scale reading

Ways to act on Stacy and Witbeck, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Stacy and Witbeck, Inc. Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
Stacy and Witbeck, Inc.'s sponsor-wide assets have declined 0.8% since 2022 across 2 plan years on file. More Construction plans

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.