ESOP · DOL Form 5500 · 2024

Westerman Holdings, LLC ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 368
Participants Below avg headcount: 38th
Percentile by assets National rank: $10,514
Avg per participant Low balance/head

Official DOL plan name: Westerman Employee Stock Ownership Plan · Sponsored by Westerman Holdings, LLC · Ohio · Manufacturing

$4M in assets, 368 participants

Westerman Holdings, LLC's Westerman Employee Stock Ownership Plan reported $4M in total assets and 368 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

#3,726 in Manufacturing (17,777 peers)

Coverage in Ohio

Westerman Employee Stock Ownership Plan covers 368 participants in Ohio, about 48% of the average Ohio filer (state average ~765 per filing). Assets: $4M.

#3,726
in Manufacturing (17,777 peers): -$38M
reported net income

The plan reported a net loss of $38M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Westerman Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Westerman Employee Stock Ownership Plan vs every filed plan by assets

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

$3,869,156 38th percentile higher than 38% 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

Westerman Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westerman Employee Stock Ownership Plan sits mid-pack in the medium band (368 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

EBSA filing schedule strip

Filing strip 861609798 · Westerman Holdings, LLC PY 2024 · ESOP

Westerman Employee Stock Ownership Plan · $4M · 368 · 38th

VS-ST $4M
BOY 368
SCH 38th
EBSA ESOP
PART near Quality Boneless Beef Inc Employee Stock Ownership Plan
TYPE ind #3726

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 Ohio →

End-of-year total assets ($M) among Westerman Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	-$38M
Net Income	-$38M
Employer EIN	861609798
Plan Effective Date	2024-01-01
Filing Status	FILING RECEIVED

Nearby ESOP Plans in Ohio

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

Westerman Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants

Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $22.0B · 33,639
The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $2.0B · 1,118
Messer Inc. Employee Stock Ownership Plan $696M · 903
Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $502M · 4,264
Cleveland Steel Container Corporation Employee Stock Ownership Plan $485M · 415

Compare Westerman Employee Stock Ownership Plan side-by-side with 3 peers →

Westerman Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Quality Boneless Beef Inc Employee Stock Ownership Plan in ND ($4M); by covered participants it is Extreme Engineering Solutions, Inc. Employee Stock Ownership Plan in WI (368 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Quality Boneless Beef Inc Employee Stock Ownership Plan (ND) $4M · 62
Western Bank of Lordsburg Employee Stock Ownership Plan and Trust (NM) $4M · 35
Jg Development Employee Stock Ownership Plan (WI) $4M · 35
R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan (IN) $4M · N/A

Similar participant headcount

Nearest other-state filings by covered participants (368 participants); asset peers above are excluded.

Extreme Engineering Solutions, Inc. Employee Stock Ownership Plan (WI) 368 · 0 off
Artiflex Manufacturing, Inc. Employee Stock Ownership Plan (MI) 367 · 1 off
Bank of Springfield Employee Stock Ownership Plan (IL) 367 · 1 off
Rincon Research Corporation Employee Stock Ownership Plan (AZ) 367 · 1 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Which ESOP plans are similar in size to Westerman Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Quality Boneless Beef Inc Employee Stock Ownership Plan in ND ($4M, 62 participants).

Which ESOP plans cover a similar participant headcount to Westerman Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by covered participants is Extreme Engineering Solutions, Inc. Employee Stock Ownership Plan in WI (368 participants, $291M 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 861609798.