ESOP · DOL Form 5500 · 2022

Whitewood Industries, Inc. ESOP

Data updated 2026-08-25

$21M
Total assets Small plan by assets
194
Participants Below avg headcount
78th
Percentile by assets National rank
$109,962
Avg per participant Below avg balance/head
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Official DOL plan name: Whitewood Industries, Inc. Employee Stock Ownership Plan · Sponsored by Whitewood Industries, Inc. · North Carolina · Manufacturing

$21M in assets, 194 participants

Whitewood Industries, Inc.'s Whitewood Industries, Inc. Employee Stock Ownership Plan reported $21M in total assets and 194 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #14,305 in Manufacturing (20,602 peers)

Coverage in North Carolina

Whitewood Industries, Inc. Employee Stock Ownership Plan covers 194 participants in North Carolina, about 24% of the average North Carolina filer (state average ~819 per filing). Assets: $21M.

#14,305
in Manufacturing (20,602 peers)
+3.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Whitewood Industries, Inc. Employee Stock Ownership Plan's outsized position by total assets

Whitewood Industries, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$21,332,607 Top 22% higher than 78% 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

Whitewood Industries, Inc. Employee 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. Whitewood Industries, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (194 participants).

Plan-year Form 5500 strip

Filing strip 561489892 · Whitewood Industries, Inc. PY 2022 · ESOP

Whitewood Industries, Inc. Employee Stock Ownership Plan · $21M · 194 · 78th

  • BOY $21M
  • SCH 194
  • EBSA 78th
  • PART ESOP
  • TYPE near Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan
  • NET ind #14305

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 →

Whitewood Industries, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Silver Star Construction Company, Inc. Stock Bonus Employee Ownership Plan and TrustSilver Star Construction Com…$21MCk Supply Employee Stock Ownership PlanCk Supply Employee Stock Own…$21MWhitewood Industries, Inc. Employee Stock Ownership PlanWhitewood Industries, Inc. E…$21MChas. W. Ashby Co., Inc. Employee Stock Ownership PlanChas. W. Ashby Co., Inc. Emp…$21MWeddle Bros Construction Co., Inc. Employee Stock Ownership PlanWeddle Bros Construction Co.…$21M
End-of-year total assets ($M) among Whitewood Industries, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$13M
Net Income$954K
Employer EIN561489892
Plan Effective Date2017-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whitewood Industries, Inc.)

Sponsor-wide plan assets over time

All Whitewood Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 33.005547250244156% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $25.4M $17M ▼ -33.0%
Year Plans Participants Total Assets
2022 2 393 $25M
2023 1 186 $16M
2024 1 154 $17M

Nearby ESOP Plans in North Carolina

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

Whitewood Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Whitewood Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.021332607 · Participants: 194Whitewood Industries, Inc. Employee Stock Ownership PlanOld 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
Whitewood Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants

Whitewood Industries, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan in AL ($21M); by covered participants it is Covenant Eyes, Inc. Employee Stock Ownership Plan in MI (194 participants). Same-state nearby plans are listed separately above.

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 Whitewood Industries, Inc. Employee Stock Ownership Plan assets move in 2022?
Whitewood Industries, Inc. Employee Stock Ownership Plan edged up modestly - up 3.1% during 2022, from $21M to $21M. Reported net income was $954K.
How have Whitewood Industries, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Whitewood Industries, Inc.'s sponsor-wide assets declined 33.0%, from $25M to $17M.
Where does Whitewood Industries, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Whitewood Industries, Inc. Employee Stock Ownership Plan ranks in the 78th 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 Whitewood Industries, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan in AL ($21M, 29 participants).
Which ESOP plans cover a similar participant headcount to Whitewood Industries, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Covenant Eyes, Inc. Employee Stock Ownership Plan in MI (194 participants, $4M in assets).