ESOP · DOL Form 5500 · 2022

Country Willow, Ltd. ESOP

Data updated 2026-08-25

$417K
Total assets Small plan by assets
25
Participants Small participant base
17th
Percentile by assets National rank
$16,675
Avg per participant Low balance/head
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Official DOL plan name: Country Willow Ltd. Employee Stock Ownership Plan · Sponsored by Country Willow, Ltd. · New York · Retail Trade

$417K in assets, 25 participants

Country Willow, Ltd.'s Country Willow Ltd. Employee Stock Ownership Plan reported $417K in total assets and 25 participants in its 2022 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,419 in Retail Trade (9,519 peers)

Country Willow, Ltd. multi-year trail

Country Willow, Ltd.'s plans moved -99.7% in assets from 2022 to 2024; this filing shows Country Willow Ltd. Employee Stock Ownership Plan at $417K / 25 participants.

#2,419
in Retail Trade (9,519 peers)
+64.4%
assets growth YoY

Country Willow Ltd. Employee Stock Ownership Plan among the smaller filed plans by assets

Country Willow Ltd. Employee Stock Ownership Plan vs every filed plan by assets

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

$416,880 17th percentile higher than 17% 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

Country Willow Ltd. 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. Country Willow Ltd. Employee Stock Ownership Plan is a small filing (25 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 133880813 · Country Willow, Ltd. PY 2022 · ESOP

Country Willow Ltd. Employee Stock Ownership Plan · $417K · 25 · 17th

  • EIN $417K
  • RANK 25
  • PHOTO 17th
  • IND ESOP
  • EOY near Dak Enterprises, Inc. Employee Stock Ownership Plan
  • 5500 ind #2419

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 New York →

Country Willow Ltd. Employee Stock Ownership Plan in the asset neighbourhood

Country Willow Ltd. Employee Stock Ownership PlanCountry Willow Ltd. Employee…$417KDak Enterprises, Inc. Employee Stock Ownership PlanDak Enterprises, Inc. Employ…$416KMeridian Systems, Inc. Employee Stock Ownership PlanMeridian Systems, Inc. Emplo…$416KOwen Tree Service, Inc. Employee Stock Ownership PlanOwen Tree Service, Inc. Empl…$420KPentecom Employee Stock Ownership PlanPentecom Employee Stock Owne…$420K
End-of-year total assets ($M) among Country Willow Ltd. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Country Willow, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Country Willow, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$1K 99.69295720591057% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.42M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 25 $417K
2023 1 25 $79K
2024 1 25 $1K

Country Willow, Ltd. filing trail (2022)

Total Assets (Beginning of Year)$254K
Net Assets (End of Year)-$2M
Net Income$381K
Employer EIN133880813
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

Country Willow Ltd. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Country Willow Ltd. Employee Stock Ownership Plan, Total assets ($M): 0.41688 · Participants: 25Country Willow Ltd. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 781.613108 · Participants: 3443Stewart's Shops Corp Employee Stock Ownership PlanLewis Tree Service Employee Stock Ownership Plan, Total assets ($M): 384.275596 · Participants: 3307Lewis Tree Service Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 293.053093 · Participants: 118H.C. Wainwright & Co. Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 207.331837 · Participants: 1611Greenman-Pedersen, Inc. Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 183.683651 · Participants: 3775Griffon Corporation Employee Stock Ownership Plan
Country Willow Ltd. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Country Willow Ltd. Employee Stock Ownership Plan side-by-side with 3 peers →

Country Willow Ltd. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Dak Enterprises, Inc. Employee Stock Ownership Plan in OH ($416K); by covered participants it is Econocorp, Inc. Employee Stock Ownership Plan in MA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Country Willow Ltd. Employee Stock Ownership Plan assets move in 2022? ▼
Country Willow Ltd. Employee Stock Ownership Plan surged - up 64.4% during 2022, from $254K to $417K. Reported net income was $381K.
How have Country Willow, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Country Willow, Ltd.'s sponsor-wide assets declined 99.7%, from $417K to $1K.
Where does Country Willow Ltd. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Country Willow Ltd. Employee Stock Ownership Plan ranks in the 17th 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 Country Willow Ltd. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dak Enterprises, Inc. Employee Stock Ownership Plan in OH ($416K, 110 participants).
Which ESOP plans cover a similar participant headcount to Country Willow Ltd. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Econocorp, Inc. Employee Stock Ownership Plan in MA (25 participants, $291K 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 133880813.

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.