ESOP · DOL Form 5500 · 2024

Willocks Construction Corporation ESOP

Data updated 2026-08-25

$818K
Total assets Small plan by assets
10
Participants Small participant base
22nd
Percentile by assets National rank
$81,848
Avg per participant Below avg balance/head
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Official DOL plan name: Willocks Construction Corporation Employee Stock Ownership Plan · Sponsored by Willocks Construction Corporation · Hawaii · Construction

$818K in assets, 10 participants

Willocks Construction Corporation's Willocks Construction Corporation Employee Stock Ownership Plan reported $818K in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,845 in Construction (9,039 peers)

Willocks Construction Corporation multi-year trail

Willocks Construction Corporation's plans moved +22.9% in assets from 2022 to 2024; this filing shows Willocks Construction Corporation Employee Stock Ownership Plan at $818K / 10 participants.

#1,845
in Construction (9,039 peers)
+15.7%
assets growth YoY

Willocks Construction Corporation Employee Stock Ownership Plan among the smaller filed plans by assets

Willocks Construction Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$818,483 22nd percentile higher than 22% 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

Willocks Construction Corporation 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. Willocks Construction Corporation 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

  • Willocks Construction Corporation Employee Stock Ownership Plan reported net income rose from $41K in the plan year 2023 filing to $111K in the plan year 2024 filing.
  • Willocks Construction Corporation Employee Stock Ownership Plan end-of-year assets rose from $708K in the plan year 2023 filing to $818K in the plan year 2024 filing.
  • Willocks Construction Corporation Employee Stock Ownership Plan reported participants fell from 11 in the plan year 2023 filing to 10 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 990153419 · Willocks Construction Corporation PY 2024 · ESOP

Willocks Construction Corporation Employee Stock Ownership Plan · $818K · 10 · 22nd

  • VS-ST $818K
  • VS-ST 10
  • VS-ST 22nd
  • VS-ST ESOP
  • VS-ST near Everge Interests, Inc. Employee Stock Ownership Plan
  • VS-ST ind #1845

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 Hawaii →

Willocks Construction Corporation Employee Stock Ownership Plan in the asset neighbourhood

Willocks Construction Corporation Employee Stock Ownership PlanWillocks Construction Corpor…$818KEverge Interests, Inc. Employee Stock Ownership PlanEverge Interests, Inc. Emplo…$818KPro-Tec Design, Inc. Employee Stock Ownership PlanPro-Tec Design, Inc. Employe…$820KPremier Granite & Stone, Inc. Employee Stock Ownership PlanPremier Granite & Stone, Inc…$820KWeiler Engineering, Inc. Employee Stock Ownership PlanWeiler Engineering, Inc. Emp…$816K
End-of-year total assets ($M) among Willocks Construction Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Willocks Construction Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Willocks Construction Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$818K 22.85291866172343% vs 2022
2024 filing year
$0.65M$0.7M$0.75M$0.8M$0.85M 202220232024 $0.67M $0.82M ▲ +22.4%
Year Plans Participants Total Assets
2022 1 14 $666K
2023 1 11 $708K
2024 1 10 $818K

Willocks Construction Corporation filing trail (2024)

Total Assets (Beginning of Year)$708K
Net Assets (End of Year)$818K
Net Income$111K
Employer EIN990153419
Plan Effective Date1976-08-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Hawaii

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

Willocks Construction Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150200 Total assets ($M) Participants Willocks Construction Corporation Employee Stock Ownership Plan, Total assets ($M): 0.818483 · Participants: 10Willocks Construction Corporation Employee Stock Ownership PlanBowers & Kubota Consulting, Inc. ESOP, Total assets ($M): 154.495536 · Participants: 280Bowers & Kubota Consulting, Inc. ESOPGpf Life and Health Benefits Company Employee Stock Ownership Plan, Total assets ($M): 141.754844 · Participants: 113Gpf Life and Health Benefits Company Employee Stock Ownership PlanR. M. Towill Corporation Employee Stock Ownership Plan, Total assets ($M): 133.382995 · Participants: 103R. M. Towill Corporation Employee Stock Ownership PlanRoberts Hawaii, Inc. Employee Stock Ownership Plan, Total assets ($M): 129.000134 · Participants: 1128Roberts Hawaii, Inc. Employee Stock Ownership PlanHpm Building Supply Employee Stock Ownership Plan, Total assets ($M): 97.475398 · Participants: 436Hpm Building Supply Employee Stock Ownership Plan
Willocks Construction Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants
Compare Willocks Construction Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Hawaii, the nearest ESOP by assets is Everge Interests, Inc. Employee Stock Ownership Plan in TX ($818K); by covered participants it is Micro USA, Inc. Employee Stock Ownership Plan in CA (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 Willocks Construction Corporation Employee Stock Ownership Plan assets move in 2024? ▼
Willocks Construction Corporation Employee Stock Ownership Plan grew sharply - up 15.7% during 2024, from $708K to $818K. Reported net income was $111K.
How have Willocks Construction Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willocks Construction Corporation's sponsor-wide assets grew 22.9%, from $666K to $818K.
Where does Willocks Construction Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Willocks Construction Corporation Employee Stock Ownership Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Willocks Construction Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Everge Interests, Inc. Employee Stock Ownership Plan in TX ($818K, 48 participants).
Which ESOP plans cover a similar participant headcount to Willocks Construction Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Micro USA, Inc. Employee Stock Ownership Plan in CA (10 participants, N/A 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 990153419.

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.