ESOP · DOL Form 5500 · 2024

Warm Corporation West ESOP

Data updated 2026-08-11

$117K
Total assets
13
Participants
7th
Percentile by assets
$9,020
Avg per participant
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Official DOL plan name: Warm Corporation West Employee Stock Ownership Plan · Sponsored by Warm Corporation West · California · Construction

$117K in assets, 13 participants

Warm Corporation West's Warm Corporation West Employee Stock Ownership Plan reported $117K in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 7th 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.

  • 7th percentile by assets (of 123,622 plans)
  • #589 in Construction (9,039 peers)

Warm Corporation West multi-year trail

Warm Corporation West's plans moved -33.0% in assets from 2022 to 2024; this filing shows Warm Corporation West Employee Stock Ownership Plan at $117K / 13 participants.

$117K
total plan assets (2024 EOY)
13
covered participants
7th
percentile by assets (of 123,622 plans)
$9,020
avg assets per participant

The plan reported a net loss of $31K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Warm Corporation West Employee Stock Ownership Plan sits by total assets

Warm Corporation West Employee Stock Ownership Plan vs every filed plan by assets

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

$117,265 7th percentile higher than 7% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Warm Corporation West Employee Stock Ownership Plan reported net income fell from -$250 in the plan year 2023 filing to -$31K in the plan year 2024 filing.
  • Warm Corporation West Employee Stock Ownership Plan end-of-year assets fell from $160K in the plan year 2023 filing to $117K in the plan year 2024 filing.
  • Warm Corporation West Employee Stock Ownership Plan reported participants fell from 14 in the plan year 2023 filing to 13 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
California
Industry
Construction

Warm Corporation West across 3 plan years on file

Across the 3 plan years Warm Corporation West has on file (2022-2024), sponsor-wide plan assets have moved from $175K to $117K, a decline of 33.0%, while reported participants moved from 14 to 13 (-7.1%). Peak year by sponsor assets: 2022 ($175K); trough: 2024 ($117K).

Warm Corporation West multi-year asset trail

$0.1M$0.12M$0.14M$0.16M$0.18M$0.2M 202220232024 $0.18M $0.12M ▼ -33.3%
Total plan assets by year, all Warm Corporation West plans on file
Year Plans Participants Total Assets
2022 1 14 $175K
2023 1 14 $160K
2024 1 13 $117K

Warm Corporation West filing trail (2024)

Total Assets (Beginning of Year)$160K
Net Assets (End of Year)$112K
Net Income-$31K
Employer EIN050593745
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Warm Corporation West Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Warm Corporation West Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Warm Corporation Wes…Parsons Employee Sto…Acco Employee Stock …Rosendin Electric, I…Ecc Employee Stock O…Agron, Inc. Employee…
Warm Corporation West Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Warm Corporation West Employee Stock Own… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Warm Corporation West Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Warm Corporation West Employee Stock Ownership Plan assets move in 2024? ▼
Warm Corporation West Employee Stock Ownership Plan declined sharply - down 26.7% during 2024, from $160K to $117K. Reported net income was -$31K.
How have Warm Corporation West plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Warm Corporation West's sponsor-wide assets declined 33.0%, from $175K to $117K.
Where does Warm Corporation West Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Warm Corporation West Employee Stock Ownership Plan ranks in the 7th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Warm Corporation West Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Consulting Actuaries Incorporated Employee Stock Ownership Plan in NJ ($118K, 2 participants).

Next read for Warm Corporation West Employee Stock Own…

Multi-year trail

Ways to act on Warm Corporation West Employee Stock Ownership Plan's numbers.

  • By total assets, Warm Corporation West Employee Stock Ownership Plan ranks among the smaller plans by assets on file. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
  • Warm Corporation West's sponsor-wide assets have declined 33.0% 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 050593745.

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.