ESOP · DOL Form 5500 · 2024

Whitaker Construction Co., Inc. ESOP

Data updated 2026-08-25

$185M
Total assets Near avg plan size
772
Participants Near avg headcount
94th
Percentile by assets National rank
$240,265
Avg per participant Above avg balance/head
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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.

  • #8,382 in Construction (9,039 peers)

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.

#8,382
in Construction (9,039 peers)
+53.2%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Whitaker Construction Co., Inc. Employee Stock Ownership Plan's outsized position by total assets

Whitaker Construction Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$185,484,245 Top 6% higher than 94% 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

Whitaker Construction 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. Whitaker Construction Co., Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (772 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Plan-year Form 5500 strip

Filing strip 870274152 · Whitaker Construction Co., Inc. PY 2024 · ESOP

Whitaker Construction Co., Inc. Employee Stock Ownership Plan · $185M · 772 · 94th

  • 5500 $185M
  • ASSETS 772
  • PCT 94th
  • EIN ESOP
  • RANK near Harrell's Employee Stock Ownership Plan
  • PHOTO ind #8382

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 Utah →

Whitaker Construction Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

Whitaker Construction Co., Inc. Employee Stock Ownership PlanWhitaker Construction Co., I…$185MHarrell's Employee Stock Ownership PlanHarrell's Employee Stock Own…$185MDcs Corporation Restated Employee Stock Ownership PlanDcs Corporation Restated Emp…$185MColumbia Forest Products, Inc. Employee Stock Ownership Plan and TrustColumbia Forest Products, In…$184MTeam Horner Employee Stock Ownership PlanTeam Horner Employee Stock O…$184M
End-of-year total assets ($M) among Whitaker Construction Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$121M
Net Assets (End of Year)$147M
Net Income$67M
Employer EIN870274152
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Whitaker Construction Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$222M 174.74003812207363% vs 2022
2024 filing year
$50M$100M$150M$200M$250M 202220232024 $80.9M $222M ▲ +174.7%
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 Scatter plot of 6 data points. -20002004006008001000 050100150200 Total assets ($M) Participants Whitaker Construction Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 185.484245 · Participants: 772Whitaker Construction Co., Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Employee Stock Ownership Plan, Total assets ($M): 119.773571 · Participants: 495Rocky Mountain Atv, Inc. Employee Stock Ownership PlanJacobsen Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 119.739328 · Participants: 605Jacobsen Construction Company, Inc. Employee Stock Ownership PlanFj Management Inc. Employee Stock Ownership Plan, Total assets ($M): 93.831351 · Participants: 28Fj Management Inc. Employee Stock Ownership PlanKenny Seng Construction Employee Stock Ownership Plan, Total assets ($M): 73.805536 · Participants: 170Kenny Seng Construction Employee Stock Ownership PlanCentral Milling Employee Stock Ownership Plan and Trust, Total assets ($M): 54.579927 · Participants: 110Central Milling Employee Stock Ownership Plan and Trust
Whitaker Construction Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants
Compare Whitaker Construction Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Utah, the nearest ESOP by assets is Harrell's Employee Stock Ownership Plan in FL ($185M); by covered participants it is Cci Systems, Inc. Employee Stock Ownership Plan in MI (771 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (772 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 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 123,622 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).
Which ESOP plans cover a similar participant headcount to Whitaker Construction Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cci Systems, Inc. Employee Stock Ownership Plan in MI (771 participants, $136M 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 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.