ESOP · DOL Form 5500 · 2024
Dwh Stock Plan, Inc. ESOP
Data updated 2026-07-24
- $268M
- Total assets
- 1,292
- Participants
- 95th
- Percentile by assets
- $207,460
- Avg per participant
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.
- 95th percentile by assets (of 116,472 plans)
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.
- $268M
- total plan assets (2024 EOY)
- 1,292
- covered participants
- 95th
- percentile by assets (of 116,472 plans)
- $207,460
- avg assets per participant
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.
Dwh Owners Plan vs the 2024 asset distribution
By assets, Dwh Owners Plan outranks 95% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.7x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $204M |
|---|---|
| Net Assets (End of Year) | $268M |
| Net Income | $64M |
| Employer EIN | 823400304 |
| Plan Effective Date | 2018-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dwh Stock Plan, Inc.)
| 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
- Sammons Enterprises, Inc. Employee Stock Ownership Plan $23.9B · 3,284
- Highland Homes Employee Stock Ownership Plan $983M · 891
- Austin Industries Employee Stock Ownership Plan $527M · 7,703
- Lja Engineering, Inc. Employee Stock Ownership Plan $493M · 1,799
- Air Tractor Holdings, Inc. Employee Stock Ownership Plan $401M · 350
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Dwh Owners Plan by total assets, not by location.
- Parksite Inc. Employee Stock Ownership Plan (IL) $267M · 598
- Arco Holdings Employee Stock Ownership Plan (MO) $267M · 468
- Norco, Inc. Employee Stock Ownership Plan (ID) $269M · 1,381
- Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan (IL) $270M · 1,960
Frequently Asked Questions
How did Dwh Owners Plan assets move in 2024? ▼
How have Dwh Stock Plan, Inc. plan assets changed over time? ▼
Where does Dwh Owners Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Dwh Owners Plan? ▼
Next read for Dwh Owners Plan
Scale reading
Ways to act on Dwh Owners Plan's numbers.
- By total assets, Dwh Owners 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 Texas. Compare plans
- Dwh Stock Plan, Inc.'s sponsor-wide assets have grown 73.9% since 2022 across 3 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 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.