ESOP · DOL Form 5500 · 2024

Williams Stone Co., Inc. ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
42
Participants Small participant base
72nd
Percentile by assets National rank
$535,296
Avg per participant High balance/head
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Official DOL plan name: Williams Stone Co., Inc. Employee Stock Ownership Plan · Sponsored by Williams Stone Co., Inc. · Massachusetts · Mining & Oil Extraction

$22M in assets, 42 participants

Williams Stone Co., Inc.'s Williams Stone Co., Inc. Employee Stock Ownership Plan reported $22M in total assets and 42 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.

  • #432 in Mining & Oil Extraction (785 peers)

Williams Stone Co., Inc. multi-year trail

Williams Stone Co., Inc.'s plans moved +34.8% in assets from 2022 to 2024; this filing shows Williams Stone Co., Inc. Employee Stock Ownership Plan at $22M / 42 participants.

#432
in Mining & Oil Extraction (785 peers)
+11.9%
assets growth YoY

Williams Stone Co., Inc. Employee Stock Ownership Plan's outsized position by total assets

Williams Stone Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$22,482,420 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

Williams Stone Co., Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Williams Stone Co., Inc. Employee Stock Ownership Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Williams Stone Co., Inc. Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Williams Stone Co., Inc. Employee Stock Ownership Plan end-of-year assets rose from $20M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 042044378 · Williams Stone Co., Inc. PY 2024 · ESOP

Williams Stone Co., Inc. Employee Stock Ownership Plan · $22M · 42 · 72nd

  • IND $22M
  • EOY 42
  • 5500 72nd
  • ASSETS ESOP
  • PCT near The Brix Group Employee Stock Ownership Plan
  • EIN ind #432

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 Massachusetts →

Williams Stone Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

Advanced Welding & Steel Employee Stock Ownership Plan and TrustAdvanced Welding & Steel Emp…$23MWilliams Stone Co., Inc. Employee Stock Ownership PlanWilliams Stone Co., Inc. Emp…$22MThe Brix Group Employee Stock Ownership PlanThe Brix Group Employee Stoc…$22MIsland Pacific Distributors, Inc Employee Stock Ownership PlanIsland Pacific Distributors,…$22MEnergy Engineering Associates, Inc. Employee Stock Ownership PlanEnergy Engineering Associate…$22M
End-of-year total assets ($M) among Williams Stone Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Williams Stone Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Williams Stone Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 34.810031856834684% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $16.7M $22.5M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 45 $17M
2023 1 42 $20M
2024 1 42 $22M

Williams Stone Co., Inc. filing trail (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN042044378
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

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

Williams Stone Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Williams Stone Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 22.48242 · Participants: 42Williams Stone Co., Inc. Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 729.34706 · Participants: 1684Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 367.792322 · Participants: 139The Gillette Company Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 253.372727 · Participants: 445First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanDavid Clark Employee Stock Ownership Plan, Total assets ($M): 182.6375 · Participants: 236David Clark Employee Stock Ownership PlanNew England Biolabs, Inc. Non-Voting Stock Ownership Plan, Total assets ($M): 162.974294 · Participants: 424New England Biolabs, Inc. Non-Voting Stock Ownership Plan
Williams Stone Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Williams Stone Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest ESOP by assets is The Brix Group Employee Stock Ownership Plan in CA ($22M); by covered participants it is Sdg Architects, Inc. ESOP in CA (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Williams Stone Co., Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Williams Stone Co., Inc. Employee Stock Ownership Plan grew at a solid clip - up 11.9% during 2024, from $20M to $22M. Reported net income was $2M.
How have Williams Stone Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Williams Stone Co., Inc.'s sponsor-wide assets grew 34.8%, from $17M to $22M.
Which ESOP plans are similar in size to Williams Stone Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Brix Group Employee Stock Ownership Plan in CA ($22M, 158 participants).
Which ESOP plans cover a similar participant headcount to Williams Stone Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sdg Architects, Inc. ESOP in CA (42 participants, $4M 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 042044378.

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.