ESOP · DOL Form 5500 · 2024

Westat, Inc. ESOP

Data updated 2026-08-25

$419M
Total assets Above avg plan size
3,167
Participants Above avg headcount
97th
Percentile by assets National rank
$132,291
Avg per participant Near avg balance/head
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Official DOL plan name: Westat, Inc. Employee Stock Ownership Plan · Sponsored by Westat, Inc. · Maryland · Professional & Technical Services

$419M in assets, 3,167 participants

Westat, Inc.'s Westat, Inc. Employee Stock Ownership Plan reported $419M in total assets and 3,167 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #19,695 in Professional & Technical Services (20,173 peers)

Coverage in Maryland

Westat, Inc. Employee Stock Ownership Plan covers 3,167 participants in Maryland, 3.4x the typical Maryland plan (state average ~929 per filing). Assets: $419M.

#19,695
in Professional & Technical Services (20,173 peers)
+3.0%
assets growth YoY
4.2×
vs typical plan assets (national mean)

Westat, Inc. Employee Stock Ownership Plan's outsized position by total assets

Westat, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$418,966,511 Top 3% higher than 97% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Westat, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westat, Inc. Employee Stock Ownership Plan lands in the large band (3,167 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Westat, Inc. Employee Stock Ownership Plan reported net income fell from $36M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Westat, Inc. Employee Stock Ownership Plan reported participants rose from 3,046 in the plan year 2023 filing to 3,167 in the plan year 2024 filing.
  • Westat, Inc. Employee Stock Ownership Plan end-of-year assets rose from $407M in the plan year 2023 filing to $419M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 840529566 · Westat, Inc. PY 2024 · ESOP

Westat, Inc. Employee Stock Ownership Plan · $419M · 3,167 · 97th

  • PART $419M
  • TYPE 3,167
  • NET 97th
  • BOOK ESOP
  • VS-ST near Annett Holdings, Inc. Employee Stock Ownership Plan & Trust
  • BOY ind #19695

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 Maryland →

Westat, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Hormel Foods Corporation Joint Earnings Profit Sharing TrustHormel Foods Corporation Joi…$424MWestat, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock …$419MAnnett Holdings, Inc. Employee Stock Ownership Plan & TrustAnnett Holdings, Inc. Employ…$419MSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanSpencer's Air Conditioning &…$415MGolden Hippo Employee Stock Ownership PlanGolden Hippo Employee Stock …$415M
End-of-year total assets ($M) among Westat, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$407M
Net Assets (End of Year)$419M
Net Income$12M
Employer EIN840529566
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westat, Inc.)

Sponsor-wide plan assets over time

All Westat, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 20.267486898049906% vs 2022
2024 filing year
$0.9B$1B$1.1B$1.2B 202220232024 $0.98B $1.18B ▲ +20.4%
Year Plans Participants Total Assets
2022 2 10,941 $978M
2023 2 11,123 $1.1B
2024 2 12,008 $1.2B

Nearby ESOP Plans in Maryland

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

Westat, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 00.511.5 Total assets ($B) Participants Westat, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.418966511 · Participants: 3167Westat, Inc. Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.142811894 · Participants: 1803Evapco, Inc. Employee Stock Ownership PlanKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.392391805 · Participants: 1918Kci Technologies, Inc. Employee Stock Ownership PlanLockheed Martin Corporation Capital Accumulation Plan, Total assets ($B): 0.283619058 · Participants: 7445Lockheed Martin Corporation Capital Accumulation PlanBrown Capital Management ESOP, Total assets ($B): 0.211360737 · Participants: 35Brown Capital Management ESOPEa Engineering, Science, and Technology, Inc., Pbc Employee Stock Ownership Plan, Total assets ($B): 0.133694947 · Participants: 594Ea Engineering, Science, and Technology, Inc., Pbc Employee Stock Ownership Plan
Westat, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Westat, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Westat, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Maryland, the nearest ESOP by assets is Annett Holdings, Inc. Employee Stock Ownership Plan & Trust in IA ($419M); by covered participants it is Harps Food Stores, Inc. Employee Stock Ownership Plan in AR (3,196 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,167 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.

Frequently Asked Questions

How did Westat, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Westat, Inc. Employee Stock Ownership Plan edged up modestly - up 3.0% during 2024, from $407M to $419M. Reported net income was $12M.
How have Westat, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westat, Inc.'s sponsor-wide assets grew 20.3%, from $978M to $1.2B.
Where does Westat, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Westat, Inc. Employee Stock Ownership Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Westat, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Annett Holdings, Inc. Employee Stock Ownership Plan & Trust in IA ($419M, 2,972 participants).
Which ESOP plans cover a similar participant headcount to Westat, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Harps Food Stores, Inc. Employee Stock Ownership Plan in AR (3,196 participants, $317M in assets).

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 840529566.

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.