ESOP · DOL Form 5500 · 2024
Willmeng, Inc. ESOP
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 291
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $131,730
- Avg per participant Near avg balance/head
Official DOL plan name: Willmeng Employee Stock Ownership Plan · Sponsored by Willmeng, Inc. · Arizona · Construction
$38M in assets, 291 participants
Willmeng, Inc.'s Willmeng Employee Stock Ownership Plan reported $38M in total assets and 291 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #7,167 in Construction (9,039 peers)
Where Willmeng Employee Stock Ownership Plan sits by assets
Willmeng Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $38M for 291 participants (~$131,730/participant), up 371.3% in 2024.
- #7,167
- in Construction (9,039 peers)
- +371.3%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $30M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Willmeng Employee Stock Ownership Plan's outsized position by total assets
Willmeng Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$38,333,413 Top 19% higher than 81% 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
Willmeng 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. Willmeng Employee Stock Ownership Plan sits mid-pack in the medium band (291 participants).
Plan-year Form 5500 strip
Filing strip 993659550 · Willmeng, Inc. PY 2024 · ESOP
Willmeng Employee Stock Ownership Plan · $38M · 291 · 81st
- TYPE $38M
- NET 291
- BOOK 81st
- VS-ST ESOP
- BOY near Hydro-Vac Holdings Employee Stock Ownership Plan
- SCH ind #7167
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 Arizona →
Willmeng Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | -$22M |
| Net Income | -$30M |
| Employer EIN | 993659550 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Arizona
Peer ESOP plans, same state, same plan type, ranked by total assets.
- The Sundt Companies Employee Stock Ownership Plan $1.5B · 3,220
- U-Haul Holding Company Employee Stock Ownership Plan $561M · 21,253
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $415M · 263
- Wilson Electric Services Corp. Employee Stock Ownership Plan $262M · 757
- Pima Medical Institute Employee Stock Ownership Plan $226M · 1,089
Willmeng Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Arizona, the nearest ESOP by assets is Hydro-Vac Holdings Employee Stock Ownership Plan in OH ($38M); by covered participants it is Manson Construction Co. Non-Craft Employee Stock Ownership Plan in WA (291 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
Similar participant headcount
Nearest other-state filings by covered participants (291 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.