ESOP · DOL Form 5500 · 2024
William M. Perkins Company, Inc. ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 93
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $40,044
- Avg per participant Low balance/head
Official DOL plan name: William M. Perkins Company, Inc. Employee Stock Ownership Plan · Sponsored by William M. Perkins Company, Inc. · California · Construction
$4M in assets, 93 participants
William M. Perkins Company, Inc.'s William M. Perkins Company, Inc. Employee Stock Ownership Plan reported $4M in total assets and 93 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.
- #3,234 in Construction (9,039 peers)
William M. Perkins Company, Inc. multi-year trail
William M. Perkins Company, Inc.'s plans moved +10.4% in assets from 2022 to 2024; this filing shows William M. Perkins Company, Inc. Employee Stock Ownership Plan at $4M / 93 participants.
- #3,234
- in Construction (9,039 peers)
- -8.5%
- assets change YoY
The plan reported a net loss of $365K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
William M. Perkins Company, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers
William M. Perkins Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,724,078 37th percentile higher than 37% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
William M. Perkins Company, 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. William M. Perkins Company, Inc. Employee Stock Ownership Plan is a small filing (93 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- William M. Perkins Company, Inc. Employee Stock Ownership Plan reported net income fell from $613K in the plan year 2023 filing to -$365K in the plan year 2024 filing.
- William M. Perkins Company, Inc. Employee Stock Ownership Plan reported participants fell from 102 in the plan year 2023 filing to 93 in the plan year 2024 filing.
- William M. Perkins Company, Inc. Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 330038141 · William M. Perkins Company, Inc. PY 2024 · ESOP
William M. Perkins Company, Inc. Employee Stock Ownership Plan · $4M · 93 · 37th
- TYPE $4M
- TYPE 93
- TYPE 37th
- TYPE ESOP
- TYPE near West Texas Premix Pits Employee Stock Ownership Plan
- TYPE ind #3234
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 →
William M. Perkins Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood
William M. Perkins Company, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All William M. Perkins Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 10.391067877820634% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 112 | $3M |
| 2023 | 1 | 102 | $4M |
| 2024 | 1 | 93 | $4M |
William M. Perkins Company, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$365K |
| Employer EIN | 330038141 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Parsons Employee Stock Ownership Plan $5.0B · 8,040
- Acco Employee Stock Ownership Plan $1.7B · 1,499
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.5B · 1,998
- Ecc Employee Stock Ownership Plan $632M · 317
- Agron, Inc. Employee Stock Ownership Plan $596M · 68
William M. Perkins Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside California, the nearest ESOP by assets is West Texas Premix Pits Employee Stock Ownership Plan in TX ($4M); by covered participants it is Integrus Holdings, Inc. Employee Stock Ownership Plan in VA (93 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (93 participants); asset peers above are excluded.
- Integrus Holdings, Inc. Employee Stock Ownership Plan (VA) 93 · 0 off
- First National Bank of Bemidji Employee Stock Ownership Plan and Trust (MN) 93 · 0 off
- The Skillman Corporation Employee Stock Ownership Plan and Trust (IN) 93 · 0 off
- Fei, Inc. 2013 Second Restated Employee Stock Ownership Plan and Trust (ND) 93 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.