ESOP · DOL Form 5500 · 2024

Woodruff-Sawyer & Co. ESOP

Data updated 2026-07-24

$110M
Total assets: 667
Participants: 91st
Percentile by assets: $165,401
Avg per participant

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.

91st percentile by assets (of 116,472 plans)

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.

$110M
total plan assets (2024 EOY): 667
covered participants: 91st
percentile by assets (of 116,472 plans): $165,401
avg assets per participant

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 →

State

California

Industry

Finance & Insurance

Woodruff-Sawyer & Co. Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Woodruff-Sawyer & Co. Employee Stock Ownership Plan outranks 91% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.1x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$79M
Net Assets (End of Year)	$110M
Net Income	$32M
Employer EIN	941625126
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Woodruff-Sawyer & Co.)

Total plan assets by year, all Woodruff-Sawyer & Co. plans on file

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

Parsons Employee Stock Ownership Plan $5.0B · 8,040
Rosendin Electric, Inc. Employee Stock Ownership Plan $1.5B · 1,998
Ecc Employee Stock Ownership Plan $632M · 317
Agron, Inc. Employee Stock Ownership Plan $596M · 68
Proponent Employee Stock Ownership Plan $543M · 439

Compare Woodruff-Sawyer & Co. Employee Stock Own… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Woodruff-Sawyer & Co. Employee Stock Ownership Plan by total assets, not by location.

Schnabel, Inc. Employee Stock Ownership Plan (VA) $110M · 577
Consolidated Mill Supply, Inc. Employee Stock Ownership Plan (IL) $111M · 18
Swca, Inc Employee Stock Ownership Plan and Trust (AZ) $111M · 1,274
H & R Agri-Power Employee Stock Ownership Plan (KY) $111M · 522

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 116,472 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).

Next read for Woodruff-Sawyer & Co. Employee Stock Own…

Scale reading

Ways to act on Woodruff-Sawyer & Co. Employee Stock Ownership Plan's numbers.

By total assets, Woodruff-Sawyer & Co. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
Woodruff-Sawyer & Co.'s sponsor-wide assets have grown 22.6% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.