ESOP · DOL Form 5500 · 2024
Welch Comer & Associates, Inc. ESOP
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 27
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $365,185
- Avg per participant High balance/head
Official DOL plan name: Welch Comer & Associates, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Welch Comer & Associates, Inc. · Idaho · Construction
$10M in assets, 27 participants
Welch Comer & Associates, Inc.'s Welch Comer & Associates, Inc. Employee Stock Ownership Plan and Trust reported $10M in total assets and 27 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #4,869 in Construction (9,039 peers)
Welch Comer & Associates, Inc. multi-year trail
Welch Comer & Associates, Inc.'s plans moved +54.5% in assets from 2022 to 2024; this filing shows Welch Comer & Associates, Inc. Employee Stock Ownership Plan and Trust at $10M / 27 participants.
- #4,869
- in Construction (9,039 peers)
- +46.7%
- assets growth YoY
Welch Comer & Associates, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Construction and all filers
Welch Comer & Associates, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,860,000 Top 45% higher than 55% 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
Welch Comer & Associates, 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. Welch Comer & Associates, Inc. Employee Stock Ownership Plan and Trust is a small filing (27 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Welch Comer & Associates, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $415K in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Welch Comer & Associates, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $7M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Welch Comer & Associates, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 24 in the plan year 2023 filing to 27 in the plan year 2024 filing.
DOL schedule card
Filing strip 820412565 · Welch Comer & Associates, Inc. PY 2024 · ESOP
Welch Comer & Associates, Inc. Employee Stock Ownership Plan and Trust · $10M · 27 · 55th
- BOY $10M
- SCH 27
- EBSA 55th
- PART ESOP
- TYPE near Four Sea Group, Inc. Employee Stock Ownership Plan
- NET ind #4869
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 Idaho →
Welch Comer & Associates, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Welch Comer & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Welch Comer & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 54.54545454545454% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25 | $6M |
| 2023 | 1 | 24 | $7M |
| 2024 | 1 | 27 | $10M |
Welch Comer & Associates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $3M |
| Employer EIN | 820412565 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Idaho
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Winco Employee Stock Ownership Plan $5.0B · 17,054
- Stellar Industries, Inc. Employee Stock Ownership Plan $331M · 774
- Norco, Inc. Employee Stock Ownership Plan $269M · 1,381
- Magic Valley Growers, Ltd. Employee Stock Ownership Plan $95M · 241
- The Franklin Group, Inc. Employee Stock Ownership Plan and Trust $90M · 561
Welch Comer & Associates, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Idaho, the nearest ESOP by assets is Four Sea Group, Inc. Employee Stock Ownership Plan in CO ($10M); by covered participants it is Site Supply Employee Stock Ownership Plan in OH (27 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (27 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.