ESOP · DOL Form 5500 · 2024

Western Lighting & Energy Controls ESOP

Data updated 2026-08-25

$900K
Total assets Small plan by assets
38
Participants Small participant base
22nd
Percentile by assets National rank
$23,687
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Western Lighting and Energy Controls, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Western Lighting & Energy Controls · California · Professional & Technical Services

$900K in assets, 38 participants

Western Lighting & Energy Controls's Western Lighting and Energy Controls, Inc. Employee Stock Ownership Plan and Trust reported $900K in total assets and 38 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,486 in Professional & Technical Services (20,173 peers)

Western Lighting & Energy Controls multi-year trail

Western Lighting & Energy Controls's plans moved -64.4% in assets from 2022 to 2024; this filing shows Western Lighting and Energy Controls, Inc. Employee Stock Ownership Plan and Trust at $900K / 38 participants.

#3,486
in Professional & Technical Services (20,173 peers)
-23.1%
assets change YoY

Western Lighting and Energy Controls, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Western Lighting and Energy Controls, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$900,099 22nd percentile higher than 22% 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

Western Lighting and Energy Controls, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western Lighting and Energy Controls, Inc. Employee Stock Ownership Plan and Trust is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Western Lighting and Energy Controls, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$954K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Western Lighting and Energy Controls, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $1M in the plan year 2023 filing to $900K in the plan year 2024 filing.
  • Western Lighting and Energy Controls, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 45 in the plan year 2023 filing to 38 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 452780136 · Western Lighting & Energy Controls PY 2024 · ESOP

Western Lighting and Energy Controls, Inc. Employee Stock Ownership Plan and Trust · $900K · 38 · 22nd

  • PCT $900K
  • PCT 38
  • PCT 22nd
  • PCT ESOP
  • PCT near Erickson's Flooring & Supply Company Employee Stock Ownership Plan
  • PCT ind #3486

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 California →

Western Lighting and Energy Controls, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Western Lighting and Energy Controls, Inc. Employee Stock Ownership Plan and TrustWestern Lighting and Energy …$900KErickson's Flooring & Supply Company Employee Stock Ownership PlanErickson's Flooring & Supply…$900KPillar Group Holdings, Inc. Employee Stock Ownership PlanPillar Group Holdings, Inc. …$900KFranklin Insurance Agency, Inc. Employee Stock Ownership PlanFranklin Insurance Agency, I…$901KMeadowlark Optics, Inc. Employee Stock OwnershipMeadowlark Optics, Inc. Empl…$902K
End-of-year total assets ($M) among Western Lighting and Energy Controls, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Western Lighting & Energy Controls multi-year asset trail

Sponsor-wide plan assets over time

All Western Lighting & Energy Controls plans reported in each filing year

Latest sponsor-wide plan assets
$900K 64.35566284641% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M$3M 202220232024 $2.53M $0.9M ▼ -64.4%
Year Plans Participants Total Assets
2022 1 48 $3M
2023 1 45 $1M
2024 1 38 $900K

Western Lighting & Energy Controls filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$900K
Net Income$2M
Employer EIN452780136
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Western Lighting and Energy Controls, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Western Lighting and Energy Controls, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.000900099 · Participants: 38Western Lighting and Energy Controls, Inc. Employee Stock Ownership Plan and TrustParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Western Lighting and Energy Controls, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants

Western Lighting and Energy Controls, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Erickson's Flooring & Supply Company Employee Stock Ownership Plan in MI ($900K); by covered participants it is Foresight Bank Employee Stock Ownership Plan in MN (38 participants). Same-state nearby plans are listed separately above.

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 Western Lighting and Energy Controls, Inc. Employee Stock Ownership Plan and Trust assets move in 2024?
Western Lighting and Energy Controls, Inc. Employee Stock Ownership Plan and Trust declined sharply - down 23.1% during 2024, from $1M to $900K. Reported net income was $2M.
How have Western Lighting & Energy Controls plan assets changed over time?
Across 3 plan years on file (2022-2024), Western Lighting & Energy Controls's sponsor-wide assets declined 64.4%, from $3M to $900K.
Where does Western Lighting and Energy Controls, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers?
Western Lighting and Energy Controls, Inc. Employee Stock Ownership Plan and Trust ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Western Lighting and Energy Controls, Inc. Employee Stock Ownership Plan and Trust?
Among ESOP plans in other states, the closest by assets is Erickson's Flooring & Supply Company Employee Stock Ownership Plan in MI ($900K, 46 participants).
Which ESOP plans cover a similar participant headcount to Western Lighting and Energy Controls, Inc. Employee Stock Ownership Plan and Trust?
Among ESOP plans in other states, the closest by covered participants is Foresight Bank Employee Stock Ownership Plan in MN (38 participants, $6M in assets).