ESOP · DOL Form 5500 · 2022

Weller Pools USA, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
32
Participants Small participant base
69th
Percentile by assets National rank
$388,477
Avg per participant High balance/head
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Official DOL plan name: Weller Pools USA, Inc. ESOP and Trust · Sponsored by Weller Pools USA, Inc. · Florida · Construction

$12M in assets, 32 participants

Weller Pools USA, Inc.'s Weller Pools USA, Inc. ESOP and Trust reported $12M in total assets and 32 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,829 in Construction (9,927 peers)

Weller Pools USA, Inc. multi-year trail

Weller Pools USA, Inc.'s plans moved +16.5% in assets from 2022 to 2024; this filing shows Weller Pools USA, Inc. ESOP and Trust at $12M / 32 participants.

#6,829
in Construction (9,927 peers)
+8.1%
assets growth YoY

Weller Pools USA, Inc. ESOP and Trust's outsized position by total assets

Weller Pools USA, Inc. ESOP and Trust vs every filed plan by assets

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

$12,431,250 Top 31% higher than 69% 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

Weller Pools USA, Inc. 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. Weller Pools USA, Inc. ESOP and Trust is a small filing (32 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 261498214 · Weller Pools USA, Inc. PY 2022 · ESOP

Weller Pools USA, Inc. ESOP and Trust · $12M · 32 · 69th

  • BOY $12M
  • SCH 32
  • EBSA 69th
  • PART ESOP
  • TYPE near Ohnward Bancshares, Inc. Employee Stock Ownership Plan
  • NET ind #6829

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 →

Weller Pools USA, Inc. ESOP and Trust in the asset neighbourhood

Ohnward Bancshares, Inc. Employee Stock Ownership PlanOhnward Bancshares, Inc. Emp…$12MNorair Engineering Corp. Employee Stock Ownership PlanNorair Engineering Corp. Emp…$12MWeller Pools USA, Inc. ESOP and TrustWeller Pools USA, Inc. ESOP …$12MJnd Holdings ESOP$12MGeorge Sollitt Construction Company Employee Stock Ownership PlanGeorge Sollitt Construction …$12M
End-of-year total assets ($M) among Weller Pools USA, Inc. ESOP and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Weller Pools USA, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Weller Pools USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 16.470588235294116% vs 2022
2024 filing year
$12M$13M$14M$15M 202220232024 $12.4M $14.5M ▲ +16.5%
Year Plans Participants Total Assets
2022 1 32 $12M
2023 1 26 $13M
2024 1 26 $14M

Weller Pools USA, Inc. filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN261498214
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Weller Pools USA, Inc. ESOP and Trust vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Weller Pools USA, Inc. ESOP and Trust, Total assets ($B): 0.01243125 · Participants: 32Weller Pools USA, Inc. ESOP and TrustPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.726925474 · Participants: 142486Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.661618269 · Participants: 14200Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.425498726 · Participants: 6258Thirty Fifteen Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.309502065 · Participants: 465Rsr Employee Stock Ownership PlanTeam Horner Employee Stock Ownership Plan, Total assets ($B): 0.217088578 · Participants: 448Team Horner Employee Stock Ownership Plan
Weller Pools USA, Inc. ESOP and Trust vs. nearby ESOP plans in Florida, assets vs. participants
Compare Weller Pools USA, Inc. ESOP and Trust side-by-side with 3 peers →

Weller Pools USA, Inc. ESOP and Trust's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Ohnward Bancshares, Inc. Employee Stock Ownership Plan in IA ($12M); by covered participants it is Ses Environmental Employee Stock Ownership Plan and Trust in IN (32 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 Weller Pools USA, Inc. ESOP and Trust assets move in 2022? ▼
Weller Pools USA, Inc. ESOP and Trust grew at a solid clip - up 8.1% during 2022, from $12M to $12M. Reported net income was $1M.
How have Weller Pools USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Weller Pools USA, Inc.'s sponsor-wide assets grew 16.5%, from $12M to $14M.
Which ESOP plans are similar in size to Weller Pools USA, Inc. ESOP and Trust? ▼
Among ESOP plans in other states, the closest by assets is Ohnward Bancshares, Inc. Employee Stock Ownership Plan in IA ($12M, 149 participants).
Which ESOP plans cover a similar participant headcount to Weller Pools USA, Inc. ESOP and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Ses Environmental Employee Stock Ownership Plan and Trust in IN (32 participants, $3M 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 261498214.

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.