ESOP · DOL Form 5500 · 2024

Edgett Williams Consulting Group ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
10
Participants Small participant base
28th
Percentile by assets National rank
$171,768
Avg per participant Above avg balance/head
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Official DOL plan name: Edgett Williams Consulting Group Employee Stock Ownership Plan · Sponsored by Edgett Williams Consulting Group · California · Construction

$2M in assets, 10 participants

Edgett Williams Consulting Group's Edgett Williams Consulting Group Employee Stock Ownership Plan reported $2M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,396 in Construction (9,039 peers)

Edgett Williams Consulting Group multi-year trail

Edgett Williams Consulting Group's plans moved -16.1% in assets from 2022 to 2024; this filing shows Edgett Williams Consulting Group Employee Stock Ownership Plan at $2M / 10 participants.

#2,396
in Construction (9,039 peers)
-24.6%
assets change YoY

The plan reported a net loss of $562K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Edgett Williams Consulting Group Employee Stock Ownership Plan among the smaller filed plans by assets

Edgett Williams Consulting Group Employee Stock Ownership Plan vs every filed plan by assets

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

$1,717,678 28th percentile higher than 28% 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

Edgett Williams Consulting Group Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edgett Williams Consulting Group Employee Stock Ownership Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Edgett Williams Consulting Group Employee Stock Ownership Plan reported net income fell from $231K in the plan year 2023 filing to -$562K in the plan year 2024 filing.
  • Edgett Williams Consulting Group Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 943008771 · Edgett Williams Consulting Group PY 2024 · ESOP

Edgett Williams Consulting Group Employee Stock Ownership Plan · $2M · 10 · 28th

  • BOY $2M
  • SCH 10
  • EBSA 28th
  • PART ESOP
  • TYPE near Zonge International, Inc. Employee Stock Ownership Plan
  • NET ind #2396

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 →

Edgett Williams Consulting Group Employee Stock Ownership Plan in the asset neighbourhood

Edgett Williams Consulting Group Employee Stock Ownership PlanEdgett Williams Consulting G…$2MZonge International, Inc. Employee Stock Ownership PlanZonge International, Inc. Em…$2MAutomatic Car Wash, Inc. (Mont.) Employee Stock Ownership PlanAutomatic Car Wash, Inc. (Mo…$2MGaskets, Inc. Employee Stock Ownership PlanGaskets, Inc. Employee Stock…$2MP.W. Grosser Consulting, Inc. Employee Stock Ownership PlanP.W. Grosser Consulting, Inc…$2M
End-of-year total assets ($M) among Edgett Williams Consulting Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Edgett Williams Consulting Group multi-year asset trail

Sponsor-wide plan assets over time

All Edgett Williams Consulting Group plans reported in each filing year

Latest sponsor-wide plan assets
$2M 16.130928635915094% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $2.05M $1.72M ▼ -16.1%
Year Plans Participants Total Assets
2022 1 10 $2M
2023 1 10 $2M
2024 1 10 $2M

Edgett Williams Consulting Group filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$562K
Employer EIN943008771
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Edgett Williams Consulting Group Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Edgett Williams Consulting Group Employee Stock Ownership Plan, Total assets ($B): 0.001717678 · Participants: 10Edgett Williams Consulting Group Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Edgett Williams Consulting Group Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Edgett Williams Consulting Group Employee Stock Ownership Plan side-by-side with 3 peers →

Edgett Williams Consulting Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Zonge International, Inc. Employee Stock Ownership Plan in AZ ($2M); by covered participants it is Atlanta Network Systems, Inc. Retirement Plan in GA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Edgett Williams Consulting Group Employee Stock Ownership Plan assets move in 2024? ▼
Edgett Williams Consulting Group Employee Stock Ownership Plan declined sharply - down 24.6% during 2024, from $2M to $2M. Reported net income was -$562K.
How have Edgett Williams Consulting Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edgett Williams Consulting Group's sponsor-wide assets declined 16.1%, from $2M to $2M.
Which ESOP plans are similar in size to Edgett Williams Consulting Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Zonge International, Inc. Employee Stock Ownership Plan in AZ ($2M, 41 participants).
Which ESOP plans cover a similar participant headcount to Edgett Williams Consulting Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Atlanta Network Systems, Inc. Retirement Plan in GA (10 participants, $216K 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 943008771.

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.