ESOP · DOL Form 5500 · 2024

Whitaker Construction Co., Inc. ESOP

Data updated 2026-07-24

$185M
Total assets: 772
Participants: 94th
Percentile by assets: $240,265
Avg per participant

Official DOL plan name: Whitaker Construction Co., Inc. Employee Stock Ownership Plan · Sponsored by Whitaker Construction Co., Inc. · Utah · Construction

$185M in assets, 772 participants

Whitaker Construction Co., Inc.'s Whitaker Construction Co., Inc. Employee Stock Ownership Plan reported $185M in total assets and 772 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

94th percentile by assets (of 116,472 plans)

Where Whitaker Construction Co., Inc. Employee Stock Ownership Plan sits by assets

Whitaker Construction Co., Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $185M for 772 participants (~$240,265/participant), up 53.2% in 2024.

$185M
total plan assets (2024 EOY): 772
covered participants: 94th
percentile by assets (of 116,472 plans): $240,265
avg assets per participant

Whitaker Construction Co., Inc. Employee Stock Ownership Plan reported net income rose from $26M in the plan year 2023 filing to $67M in the plan year 2024 filing.
Whitaker Construction Co., Inc. Employee Stock Ownership Plan end-of-year assets rose from $121M in the plan year 2023 filing to $185M in the plan year 2024 filing.
Whitaker Construction Co., Inc. Employee Stock Ownership Plan reported participants rose from 697 in the plan year 2023 filing to 772 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Utah

Industry

Construction

Whitaker Construction Co., Inc. Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Whitaker Construction Co., Inc. Employee Stock Ownership Plan outranks 94% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.9x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$121M
Net Assets (End of Year)	$147M
Net Income	$67M
Employer EIN	870274152
Plan Effective Date	2007-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Whitaker Construction Co., Inc.)

Total plan assets by year, all Whitaker Construction Co., Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	1,227	$81M
2023	2	1,404	$150M
2024	2	1,589	$222M

Nearby ESOP Plans in Utah

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

Whitaker Construction Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants

Rocky Mountain Atv, Inc. Employee Stock Ownership Plan $120M · 495
Jacobsen Construction Company, Inc. Employee Stock Ownership Plan $120M · 605
Fj Management Inc. Employee Stock Ownership Plan $94M · 28
Central Milling Employee Stock Ownership Plan and Trust $55M · 110
Bunnell, Inc. Employee Stock Ownership Plan $39M · 48

Compare Whitaker Construction Co., Inc. Employee… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Whitaker Construction Co., Inc. Employee Stock Ownership Plan by total assets, not by location.

Harrell's Employee Stock Ownership Plan (FL) $185M · 462
Dcs Corporation Restated Employee Stock Ownership Plan (VA) $185M · 2,038
Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust (NC) $184M · 1,396
Team Horner Employee Stock Ownership Plan (FL) $184M · 447

Frequently Asked Questions

How did Whitaker Construction Co., Inc. Employee Stock Ownership Plan assets move in 2024? ▼

Whitaker Construction Co., Inc. Employee Stock Ownership Plan surged - up 53.2% during 2024, from $121M to $185M. Reported net income was $67M.

How have Whitaker Construction Co., Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Whitaker Construction Co., Inc.'s sponsor-wide assets grew 174.7%, from $81M to $222M.

Where does Whitaker Construction Co., Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Whitaker Construction Co., Inc. Employee Stock Ownership Plan ranks in the 94th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which ESOP plans are similar in size to Whitaker Construction Co., Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Harrell's Employee Stock Ownership Plan in FL ($185M, 462 participants).

Next read for Whitaker Construction Co., Inc. Employee…

Scale reading

Ways to act on Whitaker Construction Co., Inc. Employee Stock Ownership Plan's numbers.

By total assets, Whitaker Construction Co., Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Utah. Compare plans
Whitaker Construction Co., Inc.'s sponsor-wide assets have grown 174.7% 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 870274152.

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.