ESOP · DOL Form 5500 · 2024

Steve Mckay Company, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
32
Participants Small participant base
37th
Percentile by assets National rank
$118,800
Avg per participant Near avg balance/head
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Official DOL plan name: Pro Reps West, Inc. ESOP · Sponsored by Steve Mckay Company, Inc. · California · Wholesale Trade

$4M in assets, 32 participants

Steve Mckay Company, Inc.'s Pro Reps West, Inc. ESOP reported $4M in total assets and 32 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #1,630 in Wholesale Trade (6,080 peers)

2024 asset change

Pro Reps West, Inc. ESOP pulled back noticeably 10.0% in 2024 ($4M → $4M) for 32 participants.

#1,630
in Wholesale Trade (6,080 peers)
-10.0%
assets change YoY

The plan reported a net loss of $424K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pro Reps West, Inc. ESOP's mid-pack asset rank among Wholesale Trade and all filers

Pro Reps West, Inc. ESOP vs every filed plan by assets

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

$3,801,598 37th percentile higher than 37% 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

Pro Reps West, 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. Pro Reps West, Inc. ESOP is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pro Reps West, Inc. ESOP reported net income fell from $385K in the plan year 2023 filing to -$424K in the plan year 2024 filing.
  • Pro Reps West, Inc. ESOP reported participants rose from 29 in the plan year 2023 filing to 32 in the plan year 2024 filing.
  • Pro Reps West, Inc. ESOP end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 330666015 · Steve Mckay Company, Inc. PY 2024 · ESOP

Pro Reps West, Inc. ESOP · $4M · 32 · 37th

  • EIN $4M
  • EIN 32
  • EIN 37th
  • EIN ESOP
  • EIN near Applewood Seed Company Employee Stock Ownership Plan
  • EIN ind #1630

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 →

Pro Reps West, Inc. ESOP in the asset neighbourhood

Harris Tire Co. Inc. Employee Stock Ownership PlanHarris Tire Co. Inc. Employe…$4MDelta Computer Systems, Inc. Employee Stock Ownership Plan and TrustDelta Computer Systems, Inc.…$4MPro Reps West, Inc. ESOP$4MApplewood Seed Company Employee Stock Ownership PlanApplewood Seed Company Emplo…$4MAllied Engineering Services, Inc. Employee Stock Ownership PlanAllied Engineering Services,…$4M
End-of-year total assets ($M) among Pro Reps West, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Steve Mckay Company, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Steve Mckay Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 0.9958753468245275% vs 2022
2024 filing year
$3.6M$3.8M$4M$4.2M$4.4M 202220232024 $3.84M $3.8M ▼ -1.0%
Year Plans Participants Total Assets
2022 1 28 $4M
2023 1 29 $4M
2024 1 32 $4M

2024 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$424K
Employer EIN330666015
Plan Effective Date2007-04-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Pro Reps West, Inc. ESOP vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Pro Reps West, Inc. ESOP, Total assets ($B): 0.003801598 · Participants: 32Pro Reps West, Inc. ESOPParsons 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
Pro Reps West, Inc. ESOP vs. nearby ESOP plans in California, assets vs. participants
Compare Pro Reps West, Inc. ESOP side-by-side with 3 peers →

Pro Reps West, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Applewood Seed Company Employee Stock Ownership Plan in CO ($4M); by covered participants it is Apache Pipelines, Inc. Employee Stock Ownership Plan in AZ (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 Pro Reps West, Inc. ESOP assets move in 2024? ▼
Pro Reps West, Inc. ESOP pulled back noticeably - down 10.0% during 2024, from $4M to $4M. Reported net income was -$424K.
How have Steve Mckay Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steve Mckay Company, Inc.'s sponsor-wide assets declined 1.0%, from $4M to $4M.
Which ESOP plans are similar in size to Pro Reps West, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by assets is Applewood Seed Company Employee Stock Ownership Plan in CO ($4M, 20 participants).
Which ESOP plans cover a similar participant headcount to Pro Reps West, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Apache Pipelines, Inc. Employee Stock Ownership Plan in AZ (32 participants, $607K 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 330666015.

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.