Stacy and Witbeck, Inc.ESOP
STACY AND WITBECK, INC. EMPLOYEE STOCK OWNERSHIP PLAN · ALAMEDA, CA · plan year 2022
Stacy and Witbeck, Inc.'s 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $380,835,549 across 485 participant accounts, with employer contributions averaging $13,694 per active participant. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the $250M–$1B size bracket, benchmarked here against 2,568 comparable plans and shown alongside other construction employers. By assets it is the 341st-largest of 9,483 plans among California employers on file, and the 185th of 5,337 in construction.
Stacy and Witbeck, Inc.'s 2022 employer contribution ran above the $4,065 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
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Source: U.S. Department of Labor, Form 5500 series, EIN 942787950 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.