ESOP · DOL Form 5500 · 2024
West Union Trenching ESOP
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 86
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $471,176
- Avg per participant High balance/head
Official DOL plan name: West Union Trenching, Inc. Employee Stock Ownership Plan · Sponsored by West Union Trenching · Iowa · Construction
$41M in assets, 86 participants
West Union Trenching's West Union Trenching, Inc. Employee Stock Ownership Plan reported $41M in total assets and 86 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #7,236 in Construction (9,039 peers)
Where West Union Trenching, Inc. Employee Stock Ownership Plan sits by assets
West Union Trenching, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $41M for 86 participants (~$471,176/participant), up 187.0% in 2024.
- #7,236
- in Construction (9,039 peers)
- +187.0%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
West Union Trenching, Inc. Employee Stock Ownership Plan's outsized position by total assets
West Union Trenching, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$40,521,109 Top 18% higher than 82% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
West Union Trenching, 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. West Union Trenching, Inc. Employee Stock Ownership Plan is a small filing (86 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- West Union Trenching, Inc. Employee Stock Ownership Plan reported net income rose from $6M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- West Union Trenching, Inc. Employee Stock Ownership Plan end-of-year assets rose from $14M in the plan year 2023 filing to $41M in the plan year 2024 filing.
- West Union Trenching, Inc. Employee Stock Ownership Plan reported participants rose from 76 in the plan year 2023 filing to 86 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 204930359 · West Union Trenching PY 2024 · ESOP
West Union Trenching, Inc. Employee Stock Ownership Plan · $41M · 86 · 82nd
- IND $41M
- EOY 86
- 5500 82nd
- ASSETS ESOP
- PCT near St Cloud Industrial Products Inc Employee Stock Ownership Plan and Trust
- EIN ind #7236
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 Iowa →
West Union Trenching, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $20M |
| Employer EIN | 204930359 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (West Union Trenching)
Sponsor-wide plan assets over time
All West Union Trenching plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 379.94847446417094% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 63 | $8M |
| 2023 | 1 | 76 | $14M |
| 2024 | 1 | 86 | $41M |
Nearby ESOP Plans in Iowa
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Employee Owned Brands, Inc. Employee Stock Ownership Plan $877M · 819
- Van Meter Industrial, Inc. Employee Stock Ownership Plan $659M · 849
- Ita Group Holdings, Inc. Employees' Stock Ownership Plan $498M · 907
- Precision, Inc. Employee Stock Ownership Plan and Trust $473M · 658
- Vgm Group, Inc. Employee Stock Ownership Plan $426M · 1,169
West Union Trenching, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Iowa, the nearest ESOP by assets is St Cloud Industrial Products Inc Employee Stock Ownership Plan and Trust in MN ($41M); by covered participants it is Fitzwater Holding Group Employee Stock Ownership Plan in OH (86 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
- St Cloud Industrial Products Inc Employee Stock Ownership Plan and Trust (MN) $41M · 205
- Cameron Manufacturing & Design, Inc. Employee Stock Ownership Plan (NY) $41M · 159
- Jb Warranties Corp Employee Stock Ownership Plan (TX) $41M · 46
- Weinbrenner Shoe Company, Inc. Employee Stock Ownership Plan (WI) $40M · 113
Similar participant headcount
Nearest other-state filings by covered participants (86 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.