ESOP · DOL Form 5500 · 2024
March-Westin Company, Inc. ESOP
Data updated 2026-08-11
- $19M
- Total assets
- 93
- Participants
- 69th
- Percentile by assets
- $206,252
- Avg per participant
Official DOL plan name: March-Westin Company, Inc. Employee Stock Ownership Plan · Sponsored by March-Westin Company, Inc. · West Virginia · Construction
$19M in assets, 93 participants
March-Westin Company, Inc.'s March-Westin Company, Inc. Employee Stock Ownership Plan reported $19M in total assets and 93 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- 69th percentile by assets (of 123,622 plans)
- #6,174 in Construction (9,039 peers)
March-Westin Company, Inc. multi-year trail
March-Westin Company, Inc.'s plans moved +25.4% in assets from 2022 to 2024; this filing shows March-Westin Company, Inc. Employee Stock Ownership Plan at $19M / 93 participants.
- $19M
- total plan assets (2024 EOY)
- 93
- covered participants
- 69th
- percentile by assets (of 123,622 plans)
- $206,252
- avg assets per participant
Where March-Westin Company, Inc. Employee Stock Ownership Plan sits by total assets
March-Westin Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,181,419 Top 31% higher than 69% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- March-Westin Company, Inc. Employee Stock Ownership Plan reported net income rose from $514K in the plan year 2023 filing to $3M in the plan year 2024 filing.
- March-Westin Company, Inc. Employee Stock Ownership Plan end-of-year assets rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- March-Westin Company, Inc. Employee Stock Ownership Plan reported participants rose from 92 in the plan year 2023 filing to 93 in the plan year 2024 filing.
March-Westin Company, Inc. across 3 plan years on file
Across the 3 plan years March-Westin Company, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $15M to $19M, a gain of 25.4%, while reported participants moved from 89 to 93 (+4.5%). Peak year by sponsor assets: 2024 ($19M); trough: 2022 ($15M).
March-Westin Company, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 89 | $15M |
| 2023 | 1 | 92 | $16M |
| 2024 | 1 | 93 | $19M |
March-Westin Company, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $3M |
| Employer EIN | 550642527 |
| Plan Effective Date | 1987-06-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in West Virginia
Peer ESOP plans, same state, same plan type, ranked by total assets.
March-Westin Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants
- Triton Employee Stock Ownership Plan $93M · 75
- Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan $53M · 1,687
- Port Amherst, Ltd. Employee Stock Ownership Plan $53M · 329
- Weirton Geriatric Center, Inc. Employees' Stock Ownership Plan $32M · 157
- Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan $19M · 55
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to March-Westin Company, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on March-Westin Company, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, March-Westin Company, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in West Virginia. Compare plans
- March-Westin Company, Inc.'s sponsor-wide assets have grown 25.4% since 2022 across 3 plan years on file. More Construction plans