ESOP · DOL Form 5500 · 2022

Wake Forest Federal Savings & Loan Association ESOP

Data updated 2026-08-25

$142K
Total assets Small plan by assets
4
Participants Small participant base
8th
Percentile by assets National rank
$35,455
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Employee Stock Ownership Plan of Wake Forest Federal Savings & Loan Association · Sponsored by Wake Forest Federal Savings & Loan Association · North Carolina · Finance & Insurance

$142K in assets, 4 participants

Wake Forest Federal Savings & Loan Association's Employee Stock Ownership Plan of Wake Forest Federal Savings & Loan Association reported $142K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 8th 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.

  • #469 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Employee Stock Ownership Plan of Wake Forest Federal Savings & Loan Association holds $142K for 4 participants - about $35,455 per participant, among the smaller plans by assets on file.

#469
in Finance & Insurance (9,261 peers)
+2.5%
assets growth YoY

Employee Stock Ownership Plan of Wake Forest Federal Savings & Loan Association among the smaller filed plans by assets

Employee Stock Ownership Plan of Wake Forest Federal Savings & Loan Association vs every filed plan by assets

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

$141,820 8th percentile higher than 8% 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

Employee Stock Ownership Plan of Wake Forest Federal Savings & Loan Association among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Stock Ownership Plan of Wake Forest Federal Savings & Loan Association is a micro filing (4 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 560440967 · Wake Forest Federal Savings & Loan Association PY 2022 · ESOP

Employee Stock Ownership Plan of Wake Forest Federal Savings & Loan Association · $142K · 4 · 8th

  • RANK $142K
  • RANK 4
  • RANK 8th
  • RANK ESOP
  • RANK near T-Bowl Investments, Inc. Employee Stock Ownership Plan
  • RANK ind #469

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 North Carolina →

Employee Stock Ownership Plan of Wake Forest Federal Savings & Loan Association in the asset neighbourhood

Employee Stock Ownership Plan of Wake Forest Federal Savings & Loan AssociationEmployee Stock Ownership Pla…$142KT-Bowl Investments, Inc. Employee Stock Ownership PlanT-Bowl Investments, Inc. Emp…$142KCp Shared Services Employee Stock Ownership PlanCp Shared Services Employee …$142KBland Solar & Air ESOP$143KPatriot Technologies, Inc Employee Stock Ownership PlanPatriot Technologies, Inc Em…$141K
End-of-year total assets ($M) among Employee Stock Ownership Plan of Wake Forest Federal Savings & Loan Association and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$138K
Net Assets (End of Year)$142K
Net Income$3K
Employer EIN560440967
Plan Effective Date1996-04-03
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Carolina

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

Employee Stock Ownership Plan of Wake Forest Federal Savings & Loan Association vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Employee Stock Ownership Plan of Wake Forest Federal Savings & Loan Association, Total assets ($B): 0.00014182 · Participants: 4Employee Stock Ownership Plan of Wake Forest Federal Savings & Loan AssociationOld Dominion 401(k) Retirement Plan, Total assets ($B): 1.794370156 · Participants: 24080Old Dominion 401(k) Retirement PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.183667115 · Participants: 1322Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.082312735 · Participants: 147State Utility Contractors, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.077703602 · Participants: 250Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanMckim & Creed, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.071758417 · Participants: 790Mckim & Creed, Inc. Employee Stock Ownership Plan
Employee Stock Ownership Plan of Wake Forest Federal Savings & Loan Association vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Employee Stock Ownership Plan of Wake Forest Federal Savings & Loan Association side-by-side with 3 peers →

Employee Stock Ownership Plan of Wake Forest Federal Savings & Loan Association's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is T-Bowl Investments, Inc. Employee Stock Ownership Plan in IA ($142K); by covered participants it is Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust in MI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Employee Stock Ownership Plan of Wake Forest Federal Savings & Loan Association assets move in 2022? ▼
Employee Stock Ownership Plan of Wake Forest Federal Savings & Loan Association edged up modestly - up 2.5% during 2022, from $138K to $142K. Reported net income was $3K.
Where does Employee Stock Ownership Plan of Wake Forest Federal Savings & Loan Association rank by assets among Form 5500 filers? ▼
Employee Stock Ownership Plan of Wake Forest Federal Savings & Loan Association ranks in the 8th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Employee Stock Ownership Plan of Wake Forest Federal Savings & Loan Association? ▼
Among ESOP plans in other states, the closest by assets is T-Bowl Investments, Inc. Employee Stock Ownership Plan in IA ($142K, 4 participants).
Which ESOP plans cover a similar participant headcount to Employee Stock Ownership Plan of Wake Forest Federal Savings & Loan Association? ▼
Among ESOP plans in other states, the closest by covered participants is Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust in MI (4 participants, $4M 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 560440967.

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.