ESOP · DOL Form 5500 · 2024
Weston & Sampson, Inc. ESOP
Data updated 2026-08-25
- $53M
- Total assets Below avg plan size
- 718
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $73,601
- Avg per participant Below avg balance/head
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.
- #17,268 in Professional & Technical Services (20,173 peers)
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.
- #17,268
- in Professional & Technical Services (20,173 peers)
- +82.4%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Weston & Sampson, Inc. Employee Stock Ownership Plan's outsized position by total assets
Weston & Sampson, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$52,845,386 Top 15% higher than 85% 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
Weston & Sampson, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Weston & Sampson, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (718 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
EBSA filing schedule strip
Filing strip 201998367 · Weston & Sampson, Inc. PY 2024 · ESOP
Weston & Sampson, Inc. Employee Stock Ownership Plan · $53M · 718 · 85th
- EBSA $53M
- EBSA 718
- EBSA 85th
- EBSA ESOP
- EBSA near American Refining Group Employee Stock Ownership Plan
- EBSA ind #17268
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 →
Weston & Sampson, Inc. Employee Stock Ownership Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Weston & Sampson, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $53M 245.3776365937498% vs 2022
- 2024 filing year
| 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.
- 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
- New England Biolabs, Inc. Non-Voting Stock Ownership Plan $163M · 424
Weston & Sampson, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Massachusetts, the nearest ESOP by assets is American Refining Group Employee Stock Ownership Plan in PA ($53M); by covered participants it is United States Sugar Corporation - ESOP Ownership Plan in FL (716 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($53M here).
Similar participant headcount
Nearest other-state filings by covered participants (718 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.