ESOP · DOL Form 5500 · 2024

Warwick Plumbing & Heating Corporation ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
148
Participants Small participant base
60th
Percentile by assets National rank
$80,743
Avg per participant Below avg balance/head
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Official DOL plan name: Warwick Plumbing and Heating Corporation Employee Stock Ownership Plan · Sponsored by Warwick Plumbing & Heating Corporation · Virginia · Construction

$12M in assets, 148 participants

Warwick Plumbing & Heating Corporation's Warwick Plumbing and Heating Corporation Employee Stock Ownership Plan reported $12M in total assets and 148 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #5,236 in Construction (9,039 peers)

Coverage in Virginia

Warwick Plumbing and Heating Corporation Employee Stock Ownership Plan covers 148 participants in Virginia, about 19% of the average Virginia filer (state average ~782 per filing). Assets: $12M.

#5,236
in Construction (9,039 peers)
+233.8%
assets growth YoY

Warwick Plumbing and Heating Corporation Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Warwick Plumbing and Heating Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$11,950,000 Top 40% higher than 60% 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

Warwick Plumbing and Heating Corporation 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. Warwick Plumbing and Heating Corporation Employee Stock Ownership Plan sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Warwick Plumbing and Heating Corporation Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Warwick Plumbing and Heating Corporation Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Warwick Plumbing and Heating Corporation Employee Stock Ownership Plan reported participants fell from 157 in the plan year 2023 filing to 148 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 540549255 · Warwick Plumbing & Heating Corporation PY 2024 · ESOP

Warwick Plumbing and Heating Corporation Employee Stock Ownership Plan · $12M · 148 · 60th

  • PART $12M
  • PART 148
  • PART 60th
  • PART ESOP
  • PART near Northeast Bank Employee Stock Ownership Plan
  • PART ind #5236

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 Virginia →

Warwick Plumbing and Heating Corporation Employee Stock Ownership Plan in the asset neighbourhood

K. H. Employee Stock Ownership PlanK. H. Employee Stock Ownersh…$12MKovatch Castings, Inc. Employee Stock Ownership PlanKovatch Castings, Inc. Emplo…$12MWarwick Plumbing and Heating Corporation Employee Stock Ownership PlanWarwick Plumbing and Heating…$12MNortheast Bank Employee Stock Ownership PlanNortheast Bank Employee Stoc…$12MFreedom Bancorp Employee Stock Ownership PlanFreedom Bancorp Employee Sto…$12M
End-of-year total assets ($M) among Warwick Plumbing and Heating Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$28M
Net Income$10M
Employer EIN540549255
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Warwick Plumbing & Heating Corporation)

Sponsor-wide plan assets over time

All Warwick Plumbing & Heating Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$12M 2112.962962962963% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $0.54M $12M ▲ +2113.0%
Year Plans Participants Total Assets
2022 1 153 $540K
2023 1 157 $4M
2024 1 148 $12M

Nearby ESOP Plans in Virginia

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

Warwick Plumbing and Heating Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Warwick Plumbing and Heating Corporation Employee Stock Ownership Plan, Total assets ($B): 0.01195 · Participants: 148Warwick Plumbing and Heating Corporation Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.333135639 · Participants: 6515Nvr, Inc. Employee Stock Ownership PlanDelta Star Employee Stock Ownership Plan, Total assets ($B): 0.446814442 · Participants: 222Delta Star Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.407104271 · Participants: 1962Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.385752212 · Participants: 1811The Resorts Companies, Inc. Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.380000537 · Participants: 458New River Electrical Corporation Employee Stock Ownership Plan
Warwick Plumbing and Heating Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants

Warwick Plumbing and Heating Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Northeast Bank Employee Stock Ownership Plan in MN ($12M); by covered participants it is Island Kinetics, Inc. Employee Stock Ownership Plan in AZ (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Warwick Plumbing and Heating Corporation Employee Stock Ownership Plan assets move in 2024?
Warwick Plumbing and Heating Corporation Employee Stock Ownership Plan surged - up 233.8% during 2024, from $4M to $12M. Reported net income was $10M.
How have Warwick Plumbing & Heating Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Warwick Plumbing & Heating Corporation's sponsor-wide assets grew 2113.0%, from $540K to $12M.
Which ESOP plans are similar in size to Warwick Plumbing and Heating Corporation Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Northeast Bank Employee Stock Ownership Plan in MN ($12M, 69 participants).
Which ESOP plans cover a similar participant headcount to Warwick Plumbing and Heating Corporation Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Island Kinetics, Inc. Employee Stock Ownership Plan in AZ (148 participants, $33M in assets).