ESOP · DOL Form 5500 · 2022

Wanner Associates, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
8
Participants Small participant base
26th
Percentile by assets National rank
$134,750
Avg per participant Near avg balance/head
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Official DOL plan name: Wanner Associates, Inc. Employee Stock Ownership Plan · Sponsored by Wanner Associates, Inc. · Pennsylvania · Professional & Technical Services

$1M in assets, 8 participants

Wanner Associates, Inc.'s Wanner Associates, Inc. Employee Stock Ownership Plan reported $1M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,731 in Professional & Technical Services (21,562 peers)

Wanner Associates, Inc. multi-year trail

Wanner Associates, Inc.'s plans moved +22.7% in assets from 2022 to 2024; this filing shows Wanner Associates, Inc. Employee Stock Ownership Plan at $1M / 8 participants.

#4,731
in Professional & Technical Services (21,562 peers)
+12.2%
assets growth YoY

Wanner Associates, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Wanner Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,078,000 26th percentile higher than 26% 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

Wanner Associates, Inc. Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wanner Associates, Inc. Employee Stock Ownership Plan is a micro filing (8 participants), the leftmost band.

Published 5500 schedule card

Filing strip 251577830 · Wanner Associates, Inc. PY 2022 · ESOP

Wanner Associates, Inc. Employee Stock Ownership Plan · $1M · 8 · 26th

  • EBSA $1M
  • PART 8
  • TYPE 26th
  • NET ESOP
  • BOOK near Triton Services, Inc. Employee Stock Ownership Plan
  • VS-ST ind #4731

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 Pennsylvania →

Wanner Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Wanner Associates, Inc. Employee Stock Ownership PlanWanner Associates, Inc. Empl…$1MTriton Services, Inc. Employee Stock Ownership PlanTriton Services, Inc. Employ…$1MThermal Technologies, Inc. Employee Stock Ownership PlanThermal Technologies, Inc. E…$1MKbc Group, Inc. Employee Stock Ownership PlanKbc Group, Inc. Employee Sto…$1MLytle Signs, Inc. Employee Stock Ownership PlanLytle Signs, Inc. Employee S…$1M
End-of-year total assets ($M) among Wanner Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Wanner Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wanner Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 22.727272727272727% vs 2022
2024 filing year
$1M$1.1M$1.2M$1.3M$1.4M 202220232024 $1.08M $1.32M ▲ +22.2%
Year Plans Participants Total Assets
2022 1 8 $1M
2023 1 15 $1M
2024 1 14 $1M

Wanner Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$961K
Net Assets (End of Year)$1M
Net Income$117K
Employer EIN251577830
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Wanner Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Wanner Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001078 · Participants: 8Wanner Associates, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
Wanner Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Wanner Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Triton Services, Inc. Employee Stock Ownership Plan in OH ($1M); by covered participants it is Ament, Inc. Employee Stock Ownership Plan in IA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Wanner Associates, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Wanner Associates, Inc. Employee Stock Ownership Plan grew at a solid clip - up 12.2% during 2022, from $961K to $1M. Reported net income was $117K.
How have Wanner Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wanner Associates, Inc.'s sponsor-wide assets grew 22.7%, from $1M to $1M.
Which ESOP plans are similar in size to Wanner Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Triton Services, Inc. Employee Stock Ownership Plan in OH ($1M, 45 participants).
Which ESOP plans cover a similar participant headcount to Wanner Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ament, Inc. Employee Stock Ownership Plan in IA (8 participants, N/A 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 251577830.

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.