ESOP · DOL Form 5500 · 2024

Dwh Stock Plan, Inc. ESOP

Data updated 2026-08-25

$268M
Total assets Near avg plan size
1,292
Participants Near avg headcount
95th
Percentile by assets National rank
$207,460
Avg per participant Above avg balance/head
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Official DOL plan name: Dwh Owners Plan · Sponsored by Dwh Stock Plan, Inc. · Texas · Construction

$268M in assets, 1,292 participants

Dwh Stock Plan, Inc.'s Dwh Owners Plan reported $268M in total assets and 1,292 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,561 in Construction (9,039 peers)

Where Dwh Owners Plan sits by assets

Dwh Owners Plan sits in the top 5% of all filed plans by assets, $268M for 1,292 participants (~$207,460/participant), up 31.1% in 2024.

#8,561
in Construction (9,039 peers)
+31.1%
assets growth YoY
2.7×
vs typical plan assets (national mean)

Dwh Owners Plan's outsized position by total assets

Dwh Owners Plan vs every filed plan by assets

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

$268,038,622 Top 5% higher than 95% 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

Dwh Owners Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dwh Owners Plan lands in the large band (1,292 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dwh Owners Plan end-of-year assets rose from $204M in the plan year 2023 filing to $268M in the plan year 2024 filing.
  • Dwh Owners Plan reported net income rose from $50M in the plan year 2023 filing to $64M in the plan year 2024 filing.
  • Dwh Owners Plan reported participants fell from 1,717 in the plan year 2023 filing to 1,292 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 823400304 · Dwh Stock Plan, Inc. PY 2024 · ESOP

Dwh Owners Plan · $268M · 1,292 · 95th

  • EBSA $268M
  • PART 1,292
  • TYPE 95th
  • NET ESOP
  • BOOK near Parksite Inc. Employee Stock Ownership Plan
  • VS-ST ind #8561

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 Texas →

Dwh Owners Plan in the asset neighbourhood

Morton Buildings, Inc. Leveraged Employee Stock Ownership PlanMorton Buildings, Inc. Lever…$270MNorco, Inc. Employee Stock Ownership PlanNorco, Inc. Employee Stock O…$269MDwh Owners Plan$268MParksite Inc. Employee Stock Ownership PlanParksite Inc. Employee Stock…$267MArco Holdings Employee Stock Ownership PlanArco Holdings Employee Stock…$267M
End-of-year total assets ($M) among Dwh Owners Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$204M
Net Assets (End of Year)$268M
Net Income$64M
Employer EIN823400304
Plan Effective Date2018-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dwh Stock Plan, Inc.)

Sponsor-wide plan assets over time

All Dwh Stock Plan, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$268M 73.86884885432042% vs 2022
2024 filing year
$100M$150M$200M$250M$300M 202220232024 $154M $268M ▲ +73.9%
Year Plans Participants Total Assets
2022 1 1,827 $154M
2023 1 1,717 $204M
2024 1 1,292 $268M

Nearby ESOP Plans in Texas

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

Dwh Owners Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Dwh Owners Plan, Total assets ($B): 0.268038622 · Participants: 1292Dwh Owners PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Dwh Owners Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Dwh Owners Plan side-by-side with 3 peers →

Dwh Owners Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Parksite Inc. Employee Stock Ownership Plan in IL ($267M); by covered participants it is Hytrol Conveyor Co., Inc. Employee Stock Ownership Plan in AR (1,295 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,292 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 Dwh Owners Plan assets move in 2024? ▼
Dwh Owners Plan surged - up 31.1% during 2024, from $204M to $268M. Reported net income was $64M.
How have Dwh Stock Plan, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dwh Stock Plan, Inc.'s sponsor-wide assets grew 73.9%, from $154M to $268M.
Where does Dwh Owners Plan rank by assets among Form 5500 filers? ▼
Dwh Owners Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Dwh Owners Plan? ▼
Among ESOP plans in other states, the closest by assets is Parksite Inc. Employee Stock Ownership Plan in IL ($267M, 598 participants).
Which ESOP plans cover a similar participant headcount to Dwh Owners Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hytrol Conveyor Co., Inc. Employee Stock Ownership Plan in AR (1,295 participants, $48M 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 823400304.

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.