ESOP · DOL Form 5500 · 2024
Weber, Hayes & Associates, Inc. ESOP
Data updated 2026-08-25
- $294K
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $24,475
- Avg per participant Low balance/head
Official DOL plan name: Weber, Hayes & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Weber, Hayes & Associates, Inc. · California · Professional & Technical Services
$294K in assets, 12 participants
Weber, Hayes & Associates, Inc.'s Weber, Hayes & Associates, Inc. Employee Stock Ownership Plan reported $294K in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.
- #2,106 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
Weber, Hayes & Associates, Inc. Employee Stock Ownership Plan holds $294K for 12 participants - about $24,475 per participant, among the smaller plans by assets on file.
- #2,106
- in Professional & Technical Services (20,173 peers)
- -2.5%
- assets change YoY
The plan reported a net loss of $8K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Weber, Hayes & Associates, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Weber, Hayes & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$293,699 13th percentile higher than 13% 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
Weber, Hayes & Associates, 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. Weber, Hayes & Associates, Inc. Employee Stock Ownership Plan is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Weber, Hayes & Associates, Inc. Employee Stock Ownership Plan reported net income fell from $27K in the plan year 2023 filing to -$8K in the plan year 2024 filing.
- Weber, Hayes & Associates, Inc. Employee Stock Ownership Plan reported participants rose from 10 in the plan year 2023 filing to 12 in the plan year 2024 filing.
- Weber, Hayes & Associates, Inc. Employee Stock Ownership Plan end-of-year assets fell from $301K in the plan year 2023 filing to $294K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 770267762 · Weber, Hayes & Associates, Inc. PY 2024 · ESOP
Weber, Hayes & Associates, Inc. Employee Stock Ownership Plan · $294K · 12 · 13th
- SCH $294K
- SCH 12
- SCH 13th
- SCH ESOP
- SCH near Crosby & Henry, Inc. Employee Stock Ownership Plan
- SCH ind #2106
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 California →
Weber, Hayes & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $301K |
|---|---|
| Net Assets (End of Year) | $294K |
| Net Income | -$8K |
| Employer EIN | 770267762 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Weber, Hayes & Associates, Inc.)
Sponsor-wide plan assets over time
All Weber, Hayes & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $294K 7.031212988101529% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $274K |
| 2023 | 1 | 10 | $301K |
| 2024 | 1 | 12 | $294K |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Parsons Employee Stock Ownership Plan $5.0B · 8,040
- Acco Employee Stock Ownership Plan $1.7B · 1,499
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.5B · 1,998
- Ecc Employee Stock Ownership Plan $632M · 317
- Agron, Inc. Employee Stock Ownership Plan $596M · 68
Weber, Hayes & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside California, the nearest ESOP by assets is Crosby & Henry, Inc. Employee Stock Ownership Plan in MI ($295K); by covered participants it is Valdez Construction, Inc. Employee Stock Ownership Plan in WA (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($294K here).
Similar participant headcount
Nearest other-state filings by covered participants (12 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.