ESOP · DOL Form 5500 · 2024
Weber, Hayes & Associates, Inc. ESOP
Data updated 2026-08-11
- $294K
- Total assets
- 12
- Participants
- 13th
- Percentile by assets
- $24,475
- Avg per participant
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.
- 13th percentile by assets (of 123,622 plans)
- #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.
- $294K
- total plan assets (2024 EOY)
- 12
- covered participants
- 13th
- percentile by assets (of 123,622 plans)
- $24,475
- avg assets per participant
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.
Where Weber, Hayes & Associates, Inc. Employee Stock Ownership Plan sits by total 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
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.
ESOP filing for Weber, Hayes & Associates, Inc. Employee Stock Ownership Plan
ESOP filing for plan year 2024: EIN 770267762 ; effective since 2004-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
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.)
| 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Weber, Hayes & Associates, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Weber, Hayes & Associates, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Weber, Hayes & Associates, Inc. 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
- Weber, Hayes & Associates, Inc.'s sponsor-wide assets have grown 7.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans