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
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
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
North Carolina filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $954K |
| Employer EIN | 561489892 |
| Plan Effective Date | 2017-07-01 |
| Filing Status | FILING 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
| 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.
- Old Dominion 401(k) Retirement Plan $1.8B · 24,080
- Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust $184M · 1,322
- State Utility Contractors, Inc. Employee Stock Ownership Plan $82M · 147
- Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan $78M · 250
- Mckim & Creed, Inc. Employee Stock Ownership Plan $72M · 790
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan (AL) $21M · 29
- Ck Supply Employee Stock Ownership Plan (MO) $21M · 114
- Weddle Bros Construction Co., Inc. Employee Stock Ownership Plan (IN) $21M · 87
- Silver Star Construction Company, Inc. Stock Bonus Employee Ownership Plan and Trust (OK) $21M · 161
Similar participant headcount
Nearest other-state filings by covered participants (194 participants); asset peers above are excluded.
- Covenant Eyes, Inc. Employee Stock Ownership Plan (MI) 194 · 0 off
- Technical Associates of Georgia Employee Stock Ownership Plan (GA) 194 · 0 off
- Sunflower Landscaping and Maintenance, Inc. Employee Stock Ownership Plan (FL) 194 · 0 off
- The Gillette Company Employee Stock Ownership Plan (MA) 193 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.