ESOP · DOL Form 5500 · 2022

Wellington House, Inc. ESOP

Data updated 2026-08-25

$900K
Total assets Small plan by assets
19
Participants Small participant base
24th
Percentile by assets National rank
$47,368
Avg per participant Low balance/head
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Official DOL plan name: Wellington House, Inc. Employee Stock Ownership Plan & Trust · Sponsored by Wellington House, Inc. · Oregon · Manufacturing

$900K in assets, 19 participants

Wellington House, Inc.'s Wellington House, Inc. Employee Stock Ownership Plan & Trust reported $900K in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #2,198 in Manufacturing (20,602 peers)

Wellington House, Inc. multi-year trail

Wellington House, Inc.'s plans moved +34.4% in assets from 2022 to 2024; this filing shows Wellington House, Inc. Employee Stock Ownership Plan & Trust at $900K / 19 participants.

#2,198
in Manufacturing (20,602 peers)
+80.0%
assets growth YoY

Wellington House, Inc. Employee Stock Ownership Plan & Trust among the smaller filed plans by assets

Wellington House, Inc. Employee Stock Ownership Plan & Trust vs every filed plan by assets

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

$900,000 24th percentile higher than 24% 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

Wellington House, Inc. Employee Stock Ownership Plan & 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. Wellington House, Inc. Employee Stock Ownership Plan & Trust is a small filing (19 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 930921768 · Wellington House, Inc. PY 2022 · ESOP

Wellington House, Inc. Employee Stock Ownership Plan & Trust · $900K · 19 · 24th

  • PART $900K
  • PART 19
  • PART 24th
  • PART ESOP
  • PART near The Capital Management Corporation Employee Stock Ownership Plan
  • PART ind #2198

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 →

Wellington House, Inc. Employee Stock Ownership Plan & Trust in the asset neighbourhood

Wellington House, Inc. Employee Stock Ownership Plan & TrustWellington House, Inc. Emplo…$900KThe Capital Management Corporation Employee Stock Ownership PlanThe Capital Management Corpo…$900KLvl Engineering Group, Inc. Employee Stock Ownership PlanLvl Engineering Group, Inc. …$900KRay's Electric Employee Stock Ownership PlanRay's Electric Employee Stoc…$901KDenali Brewing Employee Stock Ownership PlanDenali Brewing Employee Stoc…$898K
End-of-year total assets ($M) among Wellington House, Inc. Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Wellington House, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wellington House, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 34.44444444444444% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M$1.3M 202220232024 $0.9M $1.21M ▲ +34.4%
Year Plans Participants Total Assets
2022 1 19 $900K
2023 1 18 $1M
2024 1 19 $1M

Wellington House, Inc. filing trail (2022)

Total Assets (Beginning of Year)$500K
Net Assets (End of Year)$476K
Net Income$426K
Employer EIN930921768
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oregon

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

Wellington House, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300 Total assets ($M) Participants Wellington House, Inc. Employee Stock Ownership Plan & Trust, Total assets ($M): 0.9 · Participants: 19Wellington House, Inc. Employee Stock Ownership Plan & TrustBi-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
Wellington House, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Wellington House, Inc. Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

Wellington House, Inc. Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is The Capital Management Corporation Employee Stock Ownership Plan in VA ($900K); by covered participants it is Wilson Iron Works Employee Stock Ownership Plan in IN (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Wellington House, Inc. Employee Stock Ownership Plan & Trust assets move in 2022? ▼
Wellington House, Inc. Employee Stock Ownership Plan & Trust surged - up 80.0% during 2022, from $500K to $900K. Reported net income was $426K.
How have Wellington House, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wellington House, Inc.'s sponsor-wide assets grew 34.4%, from $900K to $1M.
Where does Wellington House, Inc. Employee Stock Ownership Plan & Trust rank by assets among Form 5500 filers? ▼
Wellington House, Inc. Employee Stock Ownership Plan & Trust ranks in the 24th 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 Wellington House, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is The Capital Management Corporation Employee Stock Ownership Plan in VA ($900K, 7 participants).
Which ESOP plans cover a similar participant headcount to Wellington House, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Wilson Iron Works Employee Stock Ownership Plan in IN (19 participants, $110K 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 930921768.

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.