ESOP · DOL Form 5500 · 2022

W.P.E., Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
45
Participants Small participant base
29th
Percentile by assets National rank
$32,539
Avg per participant Low balance/head
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Official DOL plan name: W.P.E., Inc. Employee Stock Ownership Plan · Sponsored by W.P.E., Inc. · Oregon · Other Services

$1M in assets, 45 participants

W.P.E., Inc.'s W.P.E., Inc. Employee Stock Ownership Plan reported $1M in total assets and 45 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,468 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, W.P.E., Inc. Employee Stock Ownership Plan ranks #4,468 of 8,398 2022 filers by assets (1371% of the sector average)-$1M for 45 participants.

#4,468
in Other Services (8,398 peers)
+19.0%
assets growth YoY

W.P.E., Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

W.P.E., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,464,260 29th percentile higher than 29% 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

W.P.E., Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. W.P.E., Inc. Employee Stock Ownership Plan is a small filing (45 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 930628213 · W.P.E., Inc. PY 2022 · ESOP

W.P.E., Inc. Employee Stock Ownership Plan · $1M · 45 · 29th

  • RANK $1M
  • PHOTO 45
  • IND 29th
  • EOY ESOP
  • 5500 near Iea, Inc. Employee Stock Ownership Plan
  • ASSETS ind #4468

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 Oregon →

W.P.E., Inc. Employee Stock Ownership Plan in the asset neighbourhood

W.P.E., Inc. Employee Stock Ownership PlanW.P.E., Inc. Employee Stock …$1MIea, Inc. Employee Stock Ownership PlanIea, Inc. Employee Stock Own…$1MUrner's, Inc. Employee Stock Ownership PlanUrner's, Inc. Employee Stock…$1MWinter-Dent & Company Employee Stock Ownership PlanWinter-Dent & Company Employ…$1MLeff Construction and Development Corporation ESOPLeff Construction and Develo…$1M
End-of-year total assets ($M) among W.P.E., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$233K
Employer EIN930628213
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (W.P.E., Inc.)

Sponsor-wide plan assets over time

All W.P.E., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 5.292297815961646% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.46M $1.54M ▲ +5.5%
Year Plans Participants Total Assets
2022 1 45 $1M
2023 1 56 $2M
2024 1 54 $2M

Nearby ESOP Plans in Oregon

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

W.P.E., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300 Total assets ($M) Participants W.P.E., Inc. Employee Stock Ownership Plan, Total assets ($M): 1.46426 · Participants: 45W.P.E., Inc. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 259.302569 · Participants: 1947Bi-Mart Corporation Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.711122 · Participants: 561Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 126.652835 · Participants: 57Pacific Industrial Corp. Employee Stock Ownership PlanKey Knife, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.836432 · Participants: 68Key Knife, Inc. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 84.932648 · Participants: 204Northwest Pump & Equipment Co. Employee Stock Ownership Plan
W.P.E., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants

W.P.E., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Iea, Inc. Employee Stock Ownership Plan in TX ($1M); by covered participants it is Richards Agency, Inc. Employee Stock Ownership Plan in WI (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 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 W.P.E., Inc. Employee Stock Ownership Plan assets move in 2022?
W.P.E., Inc. Employee Stock Ownership Plan grew sharply - up 19.0% during 2022, from $1M to $1M. Reported net income was $233K.
How have W.P.E., Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), W.P.E., Inc.'s sponsor-wide assets grew 5.3%, from $1M to $2M.
Which ESOP plans are similar in size to W.P.E., Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Iea, Inc. Employee Stock Ownership Plan in TX ($1M, 77 participants).
Which ESOP plans cover a similar participant headcount to W.P.E., Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Richards Agency, Inc. Employee Stock Ownership Plan in WI (45 participants, $3M in assets).