ESOP · DOL Form 5500 · 2024

Weston & Sampson, Inc. ESOP

Data updated 2026-07-24

$53M
Total assets: 718
Participants: 85th
Percentile by assets: $73,601
Avg per participant

Official DOL plan name: Weston & Sampson, Inc. Employee Stock Ownership Plan · Sponsored by Weston & Sampson, Inc. · Massachusetts · Professional & Technical Services

$53M in assets, 718 participants

Weston & Sampson, Inc.'s Weston & Sampson, Inc. Employee Stock Ownership Plan reported $53M in total assets and 718 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

85th percentile by assets (of 116,472 plans)

Where Weston & Sampson, Inc. Employee Stock Ownership Plan sits by assets

Weston & Sampson, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $53M for 718 participants (~$73,601/participant), up 82.4% in 2024.

$53M
total plan assets (2024 EOY): 718
covered participants: 85th
percentile by assets (of 116,472 plans): $73,601
avg assets per participant

Weston & Sampson, Inc. Employee Stock Ownership Plan reported net income rose from $7M in the plan year 2023 filing to $30M in the plan year 2024 filing.
Weston & Sampson, Inc. Employee Stock Ownership Plan end-of-year assets rose from $29M in the plan year 2023 filing to $53M in the plan year 2024 filing.
Weston & Sampson, Inc. Employee Stock Ownership Plan reported participants rose from 602 in the plan year 2023 filing to 718 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Massachusetts

Industry

Professional & Technical Services

Weston & Sampson, Inc. Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Weston & Sampson, Inc. Employee Stock Ownership Plan outranks 85% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$29M
Net Assets (End of Year)	$53M
Net Income	$30M
Employer EIN	201998367
Plan Effective Date	2014-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Weston & Sampson, Inc.)

Total plan assets by year, all Weston & Sampson, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	563	$15M
2023	1	602	$29M
2024	1	718	$53M

Nearby ESOP Plans in Massachusetts

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

Weston & Sampson, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants

Consigli Building Group Employee Stock Ownership Plan $729M · 1,684
The Gillette Company Employee Stock Ownership Plan $368M · 139
First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan $253M · 445
David Clark Employee Stock Ownership Plan $183M · 236
Abt Associates Inc. Employees Stock Ownership Plan $117M · 1,191

Compare Weston & Sampson, Inc. Employee Stock Ow… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Weston & Sampson, Inc. Employee Stock Ownership Plan by total assets, not by location.

American Refining Group Employee Stock Ownership Plan (PA) $53M · 327
Cyl-Tec, Inc. Employee Stock Ownership Plan (IL) $53M · 48
Port Amherst, Ltd. Employee Stock Ownership Plan (WV) $53M · 329
Rcss Holdings, Inc. Employee Stock Ownership Plan (KY) $53M · 242

Frequently Asked Questions

How did Weston & Sampson, Inc. Employee Stock Ownership Plan assets move in 2024? ▼

Weston & Sampson, Inc. Employee Stock Ownership Plan surged - up 82.4% during 2024, from $29M to $53M. Reported net income was $30M.

How have Weston & Sampson, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Weston & Sampson, Inc.'s sponsor-wide assets grew 245.4%, from $15M to $53M.

Where does Weston & Sampson, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Weston & Sampson, Inc. Employee Stock Ownership Plan ranks in the 85th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Weston & Sampson, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is American Refining Group Employee Stock Ownership Plan in PA ($53M, 327 participants).

Next read for Weston & Sampson, Inc. Employee Stock Ow…

Scale reading

Ways to act on Weston & Sampson, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Weston & Sampson, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Massachusetts. Compare plans
Weston & Sampson, Inc.'s sponsor-wide assets have grown 245.4% since 2022 across 3 plan years on file. More Professional & Technical Services 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 201998367.

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.