ESOP · DOL Form 5500 · 2024

Ward Engineering Company, Inc ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
33rd
Percentile by assets National rank
$673,935
Avg per participant High balance/head
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Official DOL plan name: Ward Engineering Company Employee Stock Ownership Plan · Sponsored by Ward Engineering Company, Inc · Kentucky · Professional & Technical Services

$3M in assets, 4 participants

Ward Engineering Company, Inc's Ward Engineering Company Employee Stock Ownership Plan reported $3M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,876 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Ward Engineering Company Employee Stock Ownership Plan holds $3M for 4 participants - about $673,935 per participant, in the lower half of filed plans by assets.

#5,876
in Professional & Technical Services (20,173 peers)
+0.3%
assets growth YoY

The plan reported a net loss of $274K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ward Engineering Company Employee Stock Ownership Plan among the smaller filed plans by assets

Ward Engineering Company Employee Stock Ownership Plan vs every filed plan by assets

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

$2,695,740 33rd percentile higher than 33% 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

Ward Engineering Company 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. Ward Engineering Company Employee Stock Ownership Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ward Engineering Company Employee Stock Ownership Plan reported net income fell from $218K in the plan year 2023 filing to -$274K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 610424738 · Ward Engineering Company, Inc PY 2024 · ESOP

Ward Engineering Company Employee Stock Ownership Plan · $3M · 4 · 33rd

  • PART $3M
  • PART 4
  • PART 33rd
  • PART ESOP
  • PART near Lawson Roofing Co., Inc. Employee Stock Ownership Plan
  • PART ind #5876

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 Kentucky →

Ward Engineering Company Employee Stock Ownership Plan in the asset neighbourhood

Ward Engineering Company Employee Stock Ownership PlanWard Engineering Company Emp…$3MLawson Roofing Co., Inc. Employee Stock Ownership PlanLawson Roofing Co., Inc. Emp…$3MMulti-Therapeutic Services, Inc. Employee Stock Ownership PlanMulti-Therapeutic Services, …$3MTisch, Inc. Employee Stock Ownership PlanTisch, Inc. Employee Stock O…$3MOnebridge, Inc. Employee Stock Ownership PlanOnebridge, Inc. Employee Sto…$3M
End-of-year total assets ($M) among Ward Engineering Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$274K
Employer EIN610424738
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ward Engineering Company, Inc)

Sponsor-wide plan assets over time

All Ward Engineering Company, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 8.96056710229498% vs 2022
2024 filing year
$2.4M$2.5M$2.6M$2.7M$2.8M 202220232024 $2.47M $2.7M ▲ +9.3%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $3M
2024 1 4 $3M

Nearby ESOP Plans in Kentucky

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

Ward Engineering Company Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -10123 Total assets ($B) Participants Ward Engineering Company Employee Stock Ownership Plan, Total assets ($B): 0.00269574 · Participants: 4Ward Engineering Company Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.640129838 · Participants: 7785Houchens Industries, Inc. Employee Stock Ownership PlanGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.177392403 · Participants: 1534Gray, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan, Total assets ($B): 0.167312413 · Participants: 1107Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.122999859 · Participants: 834Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.111162082 · Participants: 522H & R Agri-Power Employee Stock Ownership Plan
Ward Engineering Company Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Ward Engineering Company Employee Stock Ownership Plan side-by-side with 3 peers →

Ward Engineering Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Lawson Roofing Co., Inc. Employee Stock Ownership Plan in CA ($3M); by covered participants it is D&o Engineering Co., Inc. Employee Stock Ownership Plan in KS (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Ward Engineering Company Employee Stock Ownership Plan assets move in 2024? ▼
Ward Engineering Company Employee Stock Ownership Plan held essentially flat - up 0.3% during 2024, from $3M to $3M. Reported net income was -$274K.
How have Ward Engineering Company, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ward Engineering Company, Inc's sponsor-wide assets grew 9.0%, from $2M to $3M.
Which ESOP plans are similar in size to Ward Engineering Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lawson Roofing Co., Inc. Employee Stock Ownership Plan in CA ($3M, 16 participants).
Which ESOP plans cover a similar participant headcount to Ward Engineering Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is D&o Engineering Co., Inc. Employee Stock Ownership Plan in KS (4 participants, $426K 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 610424738.

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.