ESOP · DOL Form 5500 · 2023

Westpak, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
71
Participants Small participant base
66th
Percentile by assets National rank
$201,617
Avg per participant Above avg balance/head
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Official DOL plan name: Westpak Employee Stock Ownership Plan · Sponsored by Westpak, Inc. · California · Professional & Technical Services

$14M in assets, 71 participants

Westpak, Inc.'s Westpak Employee Stock Ownership Plan reported $14M in total assets and 71 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,320 in Professional & Technical Services (20,321 peers)

Westpak, Inc. multi-year trail

Westpak, Inc.'s plans moved +24.7% in assets from 2022 to 2024; this filing shows Westpak Employee Stock Ownership Plan at $14M / 71 participants.

#13,320
in Professional & Technical Services (20,321 peers)
-0.3%
assets change YoY

Westpak Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Westpak Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$14,314,779 Top 34% higher than 66% of 127,068 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 2023

Westpak Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westpak Employee Stock Ownership Plan is a small filing (71 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Westpak Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2022 filing to $203K in the plan year 2023 filing.
  • Westpak Employee Stock Ownership Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Westpak Employee Stock Ownership Plan reported participants rose from 64 in the plan year 2022 filing to 71 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 770124169 · Westpak, Inc. PY 2023 · ESOP

Westpak Employee Stock Ownership Plan · $14M · 71 · 66th

  • 5500 $14M
  • 5500 71
  • 5500 66th
  • 5500 ESOP
  • 5500 near Chris R. Sheridan & Co. Employee Stock Ownership Plan
  • 5500 ind #13320

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 →

Westpak Employee Stock Ownership Plan in the asset neighbourhood

Westpak Employee Stock Ownership PlanWestpak Employee Stock Owner…$14MChris R. Sheridan & Co. Employee Stock Ownership PlanChris R. Sheridan & Co. Empl…$14MVI-Cas Manufacturing, Inc. Employee Stock Ownership PlanVI-Cas Manufacturing, Inc. E…$14MStaff Electric Co., Inc. Employee Stock Ownership PlanStaff Electric Co., Inc. Emp…$14MMillennium Medical Education Resources Employee Stock Ownership PlanMillennium Medical Education…$14M
End-of-year total assets ($M) among Westpak Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Westpak, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Westpak, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 24.720643336749752% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.5M $26.8M ▲ +24.7%
Year Plans Participants Total Assets
2022 2 141 $21M
2023 2 154 $26M
2024 2 170 $27M

Westpak, Inc. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$13M
Net Income$203K
Employer EIN770124169
Plan Effective Date2013-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Westpak Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Westpak Employee Stock Ownership Plan, Total assets ($B): 0.014314779 · Participants: 71Westpak Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Westpak Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Westpak Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Chris R. Sheridan & Co. Employee Stock Ownership Plan in GA ($14M); by covered participants it is E80 Holdings, Inc. Employee Stock Ownership Plan in WI (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Westpak Employee Stock Ownership Plan assets move in 2023? ▼
Westpak Employee Stock Ownership Plan held essentially flat - down 0.3% during 2023, from $14M to $14M. Reported net income was $203K.
How have Westpak, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westpak, Inc.'s sponsor-wide assets grew 24.7%, from $21M to $27M.
Which ESOP plans are similar in size to Westpak Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Chris R. Sheridan & Co. Employee Stock Ownership Plan in GA ($14M, 48 participants).
Which ESOP plans cover a similar participant headcount to Westpak Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is E80 Holdings, Inc. Employee Stock Ownership Plan in WI (71 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 770124169.

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.