ESOP · DOL Form 5500 · 2024
Western Valley Insurance Associates, Inc. ESOP
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 48
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $129,914
- Avg per participant Near avg balance/head
Official DOL plan name: Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan · Sponsored by Western Valley Insurance Associates, Inc. · California · Finance & Insurance
$6M in assets, 48 participants
Western Valley Insurance Associates, Inc.'s Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan reported $6M in total assets and 48 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.
- #2,695 in Finance & Insurance (8,549 peers)
Western Valley Insurance Associates, Inc. multi-year trail
Western Valley Insurance Associates, Inc.'s plans moved +12.2% in assets from 2022 to 2024; this filing shows Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan at $6M / 48 participants.
- #2,695
- in Finance & Insurance (8,549 peers)
- +15.6%
- assets growth YoY
Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers
Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,235,878 46th percentile higher than 46% 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
Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan is a small filing (48 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan reported net income rose from -$53K in the plan year 2023 filing to $396K in the plan year 2024 filing.
- Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan reported participants rose from 44 in the plan year 2023 filing to 48 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 942899459 · Western Valley Insurance Associates, Inc. PY 2024 · ESOP
Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan · $6M · 48 · 46th
- ASSETS $6M
- PCT 48
- EIN 46th
- RANK ESOP
- PHOTO near The Lavidge Company Employee Stock Ownership Plan
- IND ind #2695
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 →
Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Western Valley Insurance Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Western Valley Insurance Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 12.195973280427232% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 45 | $6M |
| 2023 | 1 | 44 | $5M |
| 2024 | 1 | 48 | $6M |
Western Valley Insurance Associates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $396K |
| Employer EIN | 942899459 |
| Plan Effective Date | 2009-04-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Parsons Employee Stock Ownership Plan $5.0B · 8,040
- Acco Employee Stock Ownership Plan $1.7B · 1,499
- 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
Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside California, the nearest ESOP by assets is The Lavidge Company Employee Stock Ownership Plan in AZ ($6M); by covered participants it is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (48 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- The Lavidge Company Employee Stock Ownership Plan (AZ) $6M · 56
- Sandman & Associates Consulting, Inc Employee Stock Ownership Plan (MN) $6M · 56
- A-1 United Heating & Air Conditioning Co. Employee Stock Ownership Plan & Trust (NE) $6M · 96
- Guttermans Supply Corporation of America Employee Stock Ownership Plan (OR) $6M · 45
Similar participant headcount
Nearest other-state filings by covered participants (48 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.