ESOP · DOL Form 5500 · 2024
W. H. Bass, Inc. ESOP
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 62
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $604,329
- Avg per participant High balance/head
Official DOL plan name: W. H. Bass, Inc. Employee Stock Ownership Plan · Sponsored by W. H. Bass, Inc. · Georgia · Construction
$37M in assets, 62 participants
W. H. Bass, Inc.'s W. H. Bass, Inc. Employee Stock Ownership Plan reported $37M in total assets and 62 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #7,142 in Construction (9,039 peers)
Where W. H. Bass, Inc. Employee Stock Ownership Plan sits by assets
W. H. Bass, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $37M for 62 participants (~$604,329/participant), up 89.8% in 2024.
- #7,142
- in Construction (9,039 peers)
- +89.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
W. H. Bass, Inc. Employee Stock Ownership Plan's outsized position by total assets
W. H. Bass, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$37,468,380 Top 19% higher than 81% 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
W. H. Bass, 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. W. H. Bass, Inc. Employee Stock Ownership Plan is a small filing (62 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- W. H. Bass, Inc. Employee Stock Ownership Plan end-of-year assets rose from $20M in the plan year 2023 filing to $37M in the plan year 2024 filing.
- W. H. Bass, Inc. Employee Stock Ownership Plan reported net income rose from $11M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- W. H. Bass, Inc. Employee Stock Ownership Plan reported participants fell from 63 in the plan year 2023 filing to 62 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 581579409 · W. H. Bass, Inc. PY 2024 · ESOP
W. H. Bass, Inc. Employee Stock Ownership Plan · $37M · 62 · 81st
- PART $37M
- PART 62
- PART 81st
- PART ESOP
- PART near Alaska Garden and Pet Supply, Inc. Employee Stock Ownership Plan and Trust
- PART ind #7142
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 Georgia →
W. H. Bass, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $18M |
| Employer EIN | 581579409 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (W. H. Bass, Inc.)
Sponsor-wide plan assets over time
All W. H. Bass, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 305.6455044155237% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 67 | $9M |
| 2023 | 1 | 63 | $20M |
| 2024 | 1 | 62 | $37M |
Nearby ESOP Plans in Georgia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan $681M · 1,745
- Choate Construction Company Employee Stock Ownership Plan $548M · 494
- Brent Scarbrough & Company Employee Stock Ownership Plan $522M · 485
- Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan $281M · 488
- Dixie Plywood and Lumber Company Employee Stock Ownership Plan $231M · 324
W. H. Bass, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Georgia, the nearest ESOP by assets is Alaska Garden and Pet Supply, Inc. Employee Stock Ownership Plan and Trust in AK ($37M); by covered participants it is Comgraphics, Inc. Employee Stock Ownership Plan in IL (62 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Alaska Garden and Pet Supply, Inc. Employee Stock Ownership Plan and Trust (AK) $37M · 52
- Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust (OH) $37M · 143
- Crafton, Tull & Associates, Inc . Employee Stock Ownership Plan (AR) $38M · 307
- Anvil Corporation Employee Stock Ownership Plan (WA) $38M · 345
Similar participant headcount
Nearest other-state filings by covered participants (62 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.