ESOP · DOL Form 5500 · 2022

Wallner Holdings, Corp ESOP

Data updated 2026-08-25

$49M
Total assets Below avg plan size
139
Participants Small participant base
88th
Percentile by assets National rank
$350,786
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wallner Expac Employer Stock Ownership Plan · Sponsored by Wallner Holdings, Corp · California · Manufacturing

$49M in assets, 139 participants

Wallner Holdings, Corp's Wallner Expac Employer Stock Ownership Plan reported $49M in total assets and 139 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #16,904 in Manufacturing (20,602 peers)

Coverage in California

Wallner Expac Employer Stock Ownership Plan covers 139 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $49M.

#16,904
in Manufacturing (20,602 peers)
+3.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Wallner Expac Employer Stock Ownership Plan's outsized position by total assets

Wallner Expac Employer Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$48,759,306 Top 12% higher than 88% of 139,123 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 2022

Wallner Expac Employer Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wallner Expac Employer Stock Ownership Plan sits mid-pack in the medium band (139 participants).

Published 5500 schedule card

Filing strip 852314995 · Wallner Holdings, Corp PY 2022 · ESOP

Wallner Expac Employer Stock Ownership Plan · $49M · 139 · 88th

  • NET $49M
  • BOOK 139
  • VS-ST 88th
  • BOY ESOP
  • SCH near Discount Drug Mart, Inc. Employee Stock Ownership Plan
  • EBSA ind #16904

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 →

Wallner Expac Employer Stock Ownership Plan in the asset neighbourhood

Bartlett & West, Inc. Employee Stock Ownership PlanBartlett & West, Inc. Employ…$49MArco/Murray National Holdings, Inc. Employee Stock Ownership PlanArco/Murray National Holding…$49MLiberty Pumps Employee Stock Ownership PlanLiberty Pumps Employee Stock…$49MWallner Expac Employer Stock Ownership PlanWallner Expac Employer Stock…$49MDiscount Drug Mart, Inc. Employee Stock Ownership PlanDiscount Drug Mart, Inc. Emp…$49M
End-of-year total assets ($M) among Wallner Expac Employer Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$7M
Net Income$11M
Employer EIN852314995
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wallner Holdings, Corp)

Sponsor-wide plan assets over time

All Wallner Holdings, Corp plans reported in each filing year

Latest sponsor-wide plan assets
$80M 64.91381768231074% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $48.8M $80.4M ▲ +64.9%
Year Plans Participants Total Assets
2022 1 139 $49M
2023 2 252 $113M
2024 1 144 $80M

Nearby ESOP Plans in California

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

Wallner Expac Employer Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Wallner Expac Employer Stock Ownership Plan, Total assets ($B): 0.048759306 · Participants: 139Wallner Expac Employer Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Wallner Expac Employer Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Wallner Expac Employer Stock Ownership Plan side-by-side with 3 peers →

Wallner Expac Employer Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Discount Drug Mart, Inc. Employee Stock Ownership Plan in OH ($49M); by covered participants it is Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan in AR (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wallner Expac Employer Stock Ownership Plan assets move in 2022? ▼
Wallner Expac Employer Stock Ownership Plan edged up modestly - up 3.8% during 2022, from $47M to $49M. Reported net income was $11M.
How have Wallner Holdings, Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wallner Holdings, Corp's sponsor-wide assets grew 64.9%, from $49M to $80M.
Where does Wallner Expac Employer Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Wallner Expac Employer Stock Ownership Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Wallner Expac Employer Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Discount Drug Mart, Inc. Employee Stock Ownership Plan in OH ($49M, 2,322 participants).
Which ESOP plans cover a similar participant headcount to Wallner Expac Employer Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan in AR (139 participants, $19M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 852314995.

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.