ESOP · DOL Form 5500 · 2024

Siteworks Holding Co., Inc. ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
116
Participants Small participant base
72nd
Percentile by assets National rank
$192,028
Avg per participant Above avg balance/head
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Official DOL plan name: Siteworks Holding Co., Inc. Employee Stock Ownership Plan · Sponsored by Siteworks Holding Co., Inc. · Arizona · Management of Enterprises

$22M in assets, 116 participants

Siteworks Holding Co., Inc.'s Siteworks Holding Co., Inc. Employee Stock Ownership Plan reported $22M in total assets and 116 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #616 in Management of Enterprises (1,133 peers)

Coverage in Arizona

Siteworks Holding Co., Inc. Employee Stock Ownership Plan covers 116 participants in Arizona, about 21% of the average Arizona filer (state average ~564 per filing). Assets: $22M.

#616
in Management of Enterprises (1,133 peers)
+58.8%
assets growth YoY

Siteworks Holding Co., Inc. Employee Stock Ownership Plan's outsized position by total assets

Siteworks Holding Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$22,275,216 Top 28% higher than 72% 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

Siteworks Holding Co., Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Siteworks Holding Co., Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Siteworks Holding Co., Inc. Employee Stock Ownership Plan end-of-year assets rose from $14M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Siteworks Holding Co., Inc. Employee Stock Ownership Plan reported net income rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Siteworks Holding Co., Inc. Employee Stock Ownership Plan reported participants fell from 122 in the plan year 2023 filing to 116 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 871265350 · Siteworks Holding Co., Inc. PY 2024 · ESOP

Siteworks Holding Co., Inc. Employee Stock Ownership Plan · $22M · 116 · 72nd

  • PHOTO $22M
  • IND 116
  • EOY 72nd
  • 5500 ESOP
  • ASSETS near Top Notch Employee Stock Ownership Plan
  • PCT ind #616

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 Arizona →

Siteworks Holding Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

Irondale Industrial Contractors, Inc. Employee Stock Ownership PlanIrondale Industrial Contract…$22MBrian Tooley Racing, Inc. Employee Stock Ownership Plan and TrustBrian Tooley Racing, Inc. Em…$22MFrank P. Langley Co., Inc. Employee Profit Sharing and Stock Ownership PlanFrank P. Langley Co., Inc. E…$22MSiteworks Holding Co., Inc. Employee Stock Ownership PlanSiteworks Holding Co., Inc. …$22MTop Notch Employee Stock Ownership PlanTop Notch Employee Stock Own…$22M
End-of-year total assets ($M) among Siteworks Holding Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)-$1M
Net Income$9M
Employer EIN871265350
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Siteworks Holding Co., Inc.)

Sponsor-wide plan assets over time

All Siteworks Holding Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 841.1000053233424% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $2.37M $22.3M ▲ +840.1%
Year Plans Participants Total Assets
2022 2 256 $2M
2023 1 122 $14M
2024 1 116 $22M

Nearby ESOP Plans in Arizona

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

Siteworks Holding Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Siteworks Holding Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.022275216 · Participants: 116Siteworks Holding Co., Inc. Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.454509943 · Participants: 3220The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.561105831 · Participants: 21253U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.414837473 · Participants: 263Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.26183793 · Participants: 757Wilson Electric Services Corp. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.225590305 · Participants: 1089Pima Medical Institute Employee Stock Ownership Plan
Siteworks Holding Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Siteworks Holding Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Siteworks Holding Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Top Notch Employee Stock Ownership Plan in PA ($22M); by covered participants it is Agile Six Applications, Inc. Employee Stock Ownership Plan in CA (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Siteworks Holding Co., Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Siteworks Holding Co., Inc. Employee Stock Ownership Plan surged - up 58.8% during 2024, from $14M to $22M. Reported net income was $9M.
How have Siteworks Holding Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Siteworks Holding Co., Inc.'s sponsor-wide assets grew 841.1%, from $2M to $22M.
Which ESOP plans are similar in size to Siteworks Holding Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Top Notch Employee Stock Ownership Plan in PA ($22M, 233 participants).
Which ESOP plans cover a similar participant headcount to Siteworks Holding Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Agile Six Applications, Inc. Employee Stock Ownership Plan in CA (116 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 871265350.

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.