ESOP · DOL Form 5500 · 2024

Woodruff-Sawyer & Co. ESOP

Data updated 2026-08-25

$110M
Total assets Near avg plan size
667
Participants Below avg headcount
91st
Percentile by assets National rank
$165,401
Avg per participant Above avg balance/head
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Official DOL plan name: Woodruff-Sawyer & Co. Employee Stock Ownership Plan · Sponsored by Woodruff-Sawyer & Co. · California · Finance & Insurance

$110M in assets, 667 participants

Woodruff-Sawyer & Co.'s Woodruff-Sawyer & Co. Employee Stock Ownership Plan reported $110M in total assets and 667 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,364 in Finance & Insurance (8,549 peers)

Where Woodruff-Sawyer & Co. Employee Stock Ownership Plan sits by assets

Woodruff-Sawyer & Co. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $110M for 667 participants (~$165,401/participant), up 40.1% in 2024.

#7,364
in Finance & Insurance (8,549 peers)
+40.1%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Woodruff-Sawyer & Co. Employee Stock Ownership Plan's outsized position by total assets

Woodruff-Sawyer & Co. Employee Stock Ownership Plan vs every filed plan by assets

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

$110,322,704 Top 9% higher than 91% 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

Woodruff-Sawyer & Co. 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. Woodruff-Sawyer & Co. Employee Stock Ownership Plan sits mid-pack in the medium band (667 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Woodruff-Sawyer & Co. Employee Stock Ownership Plan reported net income rose from -$23M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Woodruff-Sawyer & Co. Employee Stock Ownership Plan end-of-year assets rose from $79M in the plan year 2023 filing to $110M in the plan year 2024 filing.
  • Woodruff-Sawyer & Co. Employee Stock Ownership Plan reported participants rose from 606 in the plan year 2023 filing to 667 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 941625126 · Woodruff-Sawyer & Co. PY 2024 · ESOP

Woodruff-Sawyer & Co. Employee Stock Ownership Plan · $110M · 667 · 91st

  • 5500 $110M
  • 5500 667
  • 5500 91st
  • 5500 ESOP
  • 5500 near Schnabel, Inc. Employee Stock Ownership Plan
  • 5500 ind #7364

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 →

Woodruff-Sawyer & Co. Employee Stock Ownership Plan in the asset neighbourhood

Swca, Inc Employee Stock Ownership Plan and TrustSwca, Inc Employee Stock Own…$111MLift, Inc. Employee Stock Ownership PlanLift, Inc. Employee Stock Ow…$111MConsolidated Mill Supply, Inc. Employee Stock Ownership PlanConsolidated Mill Supply, In…$111MWoodruff-Sawyer & Co. Employee Stock Ownership PlanWoodruff-Sawyer & Co. Employ…$110MSchnabel, Inc. Employee Stock Ownership PlanSchnabel, Inc. Employee Stoc…$110M
End-of-year total assets ($M) among Woodruff-Sawyer & Co. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$110M
Net Income$32M
Employer EIN941625126
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Woodruff-Sawyer & Co.)

Sponsor-wide plan assets over time

All Woodruff-Sawyer & Co. plans reported in each filing year

Latest sponsor-wide plan assets
$260M 22.622010174771173% vs 2022
2024 filing year
$200M$220M$240M$260M$280M 202220232024 $212M $260M ▲ +22.6%
Year Plans Participants Total Assets
2022 2 1,068 $212M
2023 2 1,218 $206M
2024 2 1,319 $260M

Nearby ESOP Plans in California

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

Woodruff-Sawyer & Co. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Woodruff-Sawyer & Co. Employee Stock Ownership Plan, Total assets ($B): 0.110322704 · Participants: 667Woodruff-Sawyer & Co. 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
Woodruff-Sawyer & Co. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Woodruff-Sawyer & Co. Employee Stock Ownership Plan side-by-side with 3 peers →

Woodruff-Sawyer & Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Schnabel, Inc. Employee Stock Ownership Plan in VA ($110M); by covered participants it is Nussbaum Transportation Services Employee Stock Ownership Plan in IL (672 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (667 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 Woodruff-Sawyer & Co. Employee Stock Ownership Plan assets move in 2024? ▼
Woodruff-Sawyer & Co. Employee Stock Ownership Plan surged - up 40.1% during 2024, from $79M to $110M. Reported net income was $32M.
How have Woodruff-Sawyer & Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Woodruff-Sawyer & Co.'s sponsor-wide assets grew 22.6%, from $212M to $260M.
Where does Woodruff-Sawyer & Co. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Woodruff-Sawyer & Co. Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Woodruff-Sawyer & Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Schnabel, Inc. Employee Stock Ownership Plan in VA ($110M, 577 participants).
Which ESOP plans cover a similar participant headcount to Woodruff-Sawyer & Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Nussbaum Transportation Services Employee Stock Ownership Plan in IL (672 participants, $28M 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 941625126.

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.