ESOP · DOL Form 5500 · 2024

Westbrook Sales and Distributing Corporation ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
N/A
Participants Small participant base
42nd
Percentile by assets National rank
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Official DOL plan name: Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan · Sponsored by Westbrook Sales and Distributing Corporation · Texas · Manufacturing

$5M in assets, N/A participants

Westbrook Sales and Distributing Corporation's Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan reported $5M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,519 in Manufacturing (17,777 peers)

Westbrook Sales and Distributing Corporation multi-year trail

Westbrook Sales and Distributing Corporation's plans moved -18.7% in assets from 2022 to 2024; this filing shows Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan at $5M / N/A participants.

#4,519
in Manufacturing (17,777 peers)
-77.0%
assets change YoY

The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$5,083,653 42nd percentile higher than 42% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan reported net income rose from -$89M in the plan year 2023 filing to -$17M in the plan year 2024 filing.
  • Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan end-of-year assets fell from $22M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 741712129 · Westbrook Sales and Distributing Corporation PY 2024 · ESOP

Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan · $5M · N/A · 42nd

  • BOY $5M
  • BOY N/A
  • BOY 42nd
  • BOY ESOP
  • BOY near Mckenzie Supply Company Employee Stock Ownership Plan
  • BOY ind #4519

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 Texas →

Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan in the asset neighbourhood

Welbro ESOP and Trust$5MWestbrook Sales and Distributing Corporation Employee Stock Ownership PlanWestbrook Sales and Distribu…$5MMckenzie Supply Company Employee Stock Ownership PlanMckenzie Supply Company Empl…$5MFirst State Bank & Trust Employee Stock Ownership Plan and TrustFirst State Bank & Trust Emp…$5MInterstate Drywall Corp. Employee Stock Ownership PlanInterstate Drywall Corp. Emp…$5M
End-of-year total assets ($M) among Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Westbrook Sales and Distributing Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Westbrook Sales and Distributing Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$5M 18.748263852816276% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $6.26M $5.08M ▼ -18.8%
Year Plans Participants Total Assets
2022 1 139 $6M
2023 2 150 $39M
2024 2 165 $5M

Westbrook Sales and Distributing Corporation filing trail (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$5M
Net Income-$17M
Employer EIN741712129
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan, Total assets ($B): 0.005083653 · Participants: 0Westbrook Sales and Distributing Corporation Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets

Outside Texas, the nearest ESOP by end-of-year assets is Mckenzie Supply Company Employee Stock Ownership Plan in NC at $5M (this filing: $5M).

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 Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan assets move in 2024? ▼
Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan contracted severely - down 77.0% during 2024, from $22M to $5M. Reported net income was -$17M.
How have Westbrook Sales and Distributing Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westbrook Sales and Distributing Corporation's sponsor-wide assets declined 18.7%, from $6M to $5M.
Which ESOP plans are similar in size to Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mckenzie Supply Company Employee Stock Ownership Plan in NC ($5M, 21 participants).

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 741712129.

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.