ESOP · DOL Form 5500 · 2024

Westat, Inc. ESOP

Data updated 2026-07-24

$419M
Total assets: 3,167
Participants: 97th
Percentile by assets: $132,291
Avg per participant

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.

97th percentile by assets (of 116,472 plans)

Coverage in Maryland

Westat, Inc. Employee Stock Ownership Plan covers 3,167 participants in Maryland, 3.3x the typical Maryland plan (state average ~971 per filing). Assets: $419M.

$419M
total plan assets (2024 EOY): 3,167
covered participants: 97th
percentile by assets (of 116,472 plans): $132,291
avg assets per participant

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 →

State

Maryland

Industry

Professional & Technical Services

Participants vs Maryland filers

In Maryland, the average filing covers about 971 participants across 2,307 plans. Westat, Inc. Employee Stock Ownership Plan reports 3,167 participants - 3.3x that state average ($419M EOY assets).

Maryland filing particulars

Total Assets (Beginning of Year)	$407M
Net Assets (End of Year)	$419M
Net Income	$12M
Employer EIN	840529566
Plan Effective Date	1977-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Westat, Inc.)

Total plan assets by year, all Westat, Inc. plans on file

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

Evapco, Inc. Employee Stock Ownership Plan $1.1B · 1,803
Kci Technologies, Inc. Employee Stock Ownership Plan $392M · 1,918
Lockheed Martin Corporation Capital Accumulation Plan $284M · 7,445
Brown Capital Management ESOP $211M · 35
Ea Engineering, Science, and Technology, Inc., Pbc Employee Stock Ownership Plan $134M · 594

Compare Westat, Inc. Employee Stock Ownership Pl… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Westat, Inc. Employee Stock Ownership Plan by total assets, not by location.

Annett Holdings, Inc. Employee Stock Ownership Plan & Trust (IA) $419M · 2,972
Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan (AZ) $415M · 263
Golden Hippo Employee Stock Ownership Plan (CA) $415M · 1,140
Hormel Foods Corporation Joint Earnings Profit Sharing Trust (MN) $424M · 4,375

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 116,472 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).

Next read for Westat, Inc. Employee Stock Ownership Pl…

Filing takeaways

Ways to act on Westat, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Westat, Inc. Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Maryland. Compare plans
Westat, Inc.'s sponsor-wide assets have grown 20.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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.