ESOP · DOL Form 5500 · 2022
Welbro Building Corporation ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 72
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $24,309
- Avg per participant Low balance/head
Official DOL plan name: Welbro ESOP and Trust · Sponsored by Welbro Building Corporation · Florida · Construction
$2M in assets, 72 participants
Welbro Building Corporation's Welbro ESOP and Trust reported $2M in total assets and 72 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.
- #2,915 in Construction (9,927 peers)
Welbro Building Corporation multi-year trail
Welbro Building Corporation's plans moved -65.1% in assets from 2022 to 2024; this filing shows Welbro ESOP and Trust at $2M / 72 participants.
- #2,915
- in Construction (9,927 peers)
- -29.9%
- assets change YoY
The plan reported a net loss of $669K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Welbro ESOP and Trust among the smaller filed plans by assets
Welbro ESOP and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,750,227 32nd percentile higher than 32% 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
Welbro ESOP and Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Welbro ESOP and Trust is a small filing (72 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 593483018 · Welbro Building Corporation PY 2022 · ESOP
Welbro ESOP and Trust · $2M · 72 · 32nd
- RANK $2M
- RANK 72
- RANK 32nd
- RANK ESOP
- RANK near Dillon Provision Company, Inc. Employee Stock Ownership Plan
- RANK ind #2915
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 Florida →
Welbro ESOP and Trust in the asset neighbourhood
Welbro Building Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Welbro Building Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 65.1391624174687% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 165 | $15M |
| 2023 | 1 | 75 | $3M |
| 2024 | 1 | 78 | $5M |
Welbro Building Corporation filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$669K |
| Employer EIN | 593483018 |
| Plan Effective Date | 2012-12-18 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $11.7B · 142,486
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $662M · 14,200
- Thirty Fifteen Employee Stock Ownership Plan $425M · 6,258
- Rsr Employee Stock Ownership Plan $310M · 465
- Team Horner Employee Stock Ownership Plan $217M · 448
Welbro ESOP and Trust's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is Dillon Provision Company, Inc. Employee Stock Ownership Plan in SC ($2M); by covered participants it is Morrissey, Inc. Employee Stock Ownership Plan in MN (72 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (72 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.