ESOP · DOL Form 5500 · 2024

Warehouse One, Inc. ESOP

Data updated 2026-08-25

$34M
Total assets Below avg plan size
39
Participants Small participant base
79th
Percentile by assets National rank
$861,096
Avg per participant High balance/head
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Official DOL plan name: Warehouse One, Inc. Employee Stock Ownership Plan · Sponsored by Warehouse One, Inc. · Missouri · Retail Trade

$34M in assets, 39 participants

Warehouse One, Inc.'s Warehouse One, Inc. Employee Stock Ownership Plan reported $34M in total assets and 39 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,036 in Retail Trade (8,048 peers)

Where Warehouse One, Inc. Employee Stock Ownership Plan sits by assets

Warehouse One, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $34M for 39 participants (~$861,096/participant), down 3.1% in 2024.

#7,036
in Retail Trade (8,048 peers)
-3.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $935K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Warehouse One, Inc. Employee Stock Ownership Plan's outsized position by total assets

Warehouse One, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$33,582,758 Top 21% higher than 79% 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

Warehouse One, Inc. 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. Warehouse One, Inc. Employee Stock Ownership Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Warehouse One, Inc. Employee Stock Ownership Plan reported net income fell from $10M in the plan year 2023 filing to -$935K in the plan year 2024 filing.
  • Warehouse One, Inc. Employee Stock Ownership Plan reported participants rose from 34 in the plan year 2023 filing to 39 in the plan year 2024 filing.
  • Warehouse One, Inc. Employee Stock Ownership Plan end-of-year assets fell from $35M in the plan year 2023 filing to $34M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 431559441 · Warehouse One, Inc. PY 2024 · ESOP

Warehouse One, Inc. Employee Stock Ownership Plan · $34M · 39 · 79th

  • PART $34M
  • PART 39
  • PART 79th
  • PART ESOP
  • PART near Jcj Employee Stock Ownership Plan
  • PART ind #7036

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 Missouri →

Warehouse One, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Kenmark Optical, Inc. Employee Stock Ownership PlanKenmark Optical, Inc. Employ…$34MGate Energy, Inc. Employee Stock Ownership PlanGate Energy, Inc. Employee S…$34MJcj Employee Stock Ownership PlanJcj Employee Stock Ownership…$34MWarehouse One, Inc. Employee Stock Ownership PlanWarehouse One, Inc. Employee…$34MMidwest Mole, Inc. Employee Stock Ownership Plan and Trust AgreementMidwest Mole, Inc. Employee …$34M
End-of-year total assets ($M) among Warehouse One, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$29M
Net Income-$935K
Employer EIN431559441
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Warehouse One, Inc.)

Sponsor-wide plan assets over time

All Warehouse One, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 36.99301450113918% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.5M $33.6M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 31 $25M
2023 1 34 $35M
2024 1 39 $34M

Nearby ESOP Plans in Missouri

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

Warehouse One, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Warehouse One, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.033582758 · Participants: 39Warehouse One, Inc. Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.463861407 · Participants: 9902Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.845491185 · Participants: 2983Mccarthy Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.620590539 · Participants: 2825Je Dunn Employee Stock Ownership Plan and TrustArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.514271888 · Participants: 608Arco DB Companies, Inc. Employee Stock Ownership PlanEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.399783698 · Participants: 2184Emery Sapp Employee Stock Ownership Plan
Warehouse One, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Warehouse One, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest ESOP by assets is Jcj Employee Stock Ownership Plan in CT ($34M); by covered participants it is Sacred Wind Employee Stock Ownership Plan in NM (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 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 Warehouse One, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Warehouse One, Inc. Employee Stock Ownership Plan edged down modestly - down 3.1% during 2024, from $35M to $34M. Reported net income was -$935K.
How have Warehouse One, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Warehouse One, Inc.'s sponsor-wide assets grew 37.0%, from $25M to $34M.
Where does Warehouse One, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Warehouse One, Inc. Employee Stock Ownership Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Warehouse One, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Jcj Employee Stock Ownership Plan in CT ($34M, 160 participants).
Which ESOP plans cover a similar participant headcount to Warehouse One, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sacred Wind Employee Stock Ownership Plan in NM (39 participants, $1M 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 431559441.

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.