ESOP · DOL Form 5500 · 2022

Worcester Manufacturing, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
50
Participants Small participant base
56th
Percentile by assets National rank
$128,400
Avg per participant Near avg balance/head
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Official DOL plan name: Worcester Manufacturing, Inc. ESOP · Sponsored by Worcester Manufacturing, Inc. · Massachusetts · Manufacturing

$6M in assets, 50 participants

Worcester Manufacturing, Inc.'s Worcester Manufacturing, Inc. ESOP reported $6M in total assets and 50 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #8,413 in Manufacturing (20,602 peers)

2022 asset change

Worcester Manufacturing, Inc. ESOP grew at a solid clip 12.7% in 2022 ($6M → $6M) for 50 participants.

#8,413
in Manufacturing (20,602 peers)
+12.7%
assets growth YoY

Worcester Manufacturing, Inc. ESOP's mid-pack asset rank among Manufacturing and all filers

Worcester Manufacturing, Inc. ESOP vs every filed plan by assets

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

$6,420,000 Top 44% higher than 56% 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

Worcester Manufacturing, Inc. ESOP among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Worcester Manufacturing, Inc. ESOP is a small filing (50 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 042895731 · Worcester Manufacturing, Inc. PY 2022 · ESOP

Worcester Manufacturing, Inc. ESOP · $6M · 50 · 56th

  • PHOTO $6M
  • PHOTO 50
  • PHOTO 56th
  • PHOTO ESOP
  • PHOTO near 8z Employee Stock Ownership Plan
  • PHOTO ind #8413

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 Massachusetts →

Worcester Manufacturing, Inc. ESOP in the asset neighbourhood

Worcester Manufacturing, Inc. ESOPWorcester Manufacturing, Inc…$6M8z Employee Stock Ownership Plan8z Employee Stock Ownership …$6MMsa Consulting, Inc. Employee Stock Ownership PlanMsa Consulting, Inc. Employe…$6ML.a. Fuess Partners Inc. Employee Stock Ownership PlanL.a. Fuess Partners Inc. Emp…$6MFbmc Benefits Management Employee Stock Ownership PlanFbmc Benefits Management Emp…$6M
End-of-year total assets ($M) among Worcester Manufacturing, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Worcester Manufacturing, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Worcester Manufacturing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 9.096573208722742% vs 2022
2024 filing year
$5.6M$5.8M$6M$6.2M$6.4M$6.6M 202220232024 $6.42M $5.84M ▼ -9.0%
Year Plans Participants Total Assets
2022 1 50 $6M
2023 1 40 $6M
2024 1 41 $6M

2022 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income$421K
Employer EIN042895731
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

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

Worcester Manufacturing, Inc. ESOP vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600 Total assets ($M) Participants Worcester Manufacturing, Inc. ESOP, Total assets ($M): 6.42 · Participants: 50Worcester Manufacturing, Inc. ESOPConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 495.023943 · Participants: 1315Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 380.839397 · Participants: 193The Gillette Company Employee Stock Ownership PlanAbt Associates Inc. Employees Stock Ownership Plan, Total assets ($M): 312.177588 · Participants: 2426Abt Associates Inc. Employees Stock Ownership PlanNew England Biolabs, Inc. Voting Stock Ownership Plan, Total assets ($M): 272.105333 · Participants: 386New England Biolabs, Inc. Voting Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 258.836117 · Participants: 1646Eastern Bank Employee Stock Ownership Plan
Worcester Manufacturing, Inc. ESOP vs. nearby ESOP plans in Massachusetts, assets vs. participants

Worcester Manufacturing, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is 8z Employee Stock Ownership Plan in CO ($6M); by covered participants it is Crafts, Inc. Employee Stock Ownership Plan in WI (50 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 Worcester Manufacturing, Inc. ESOP assets move in 2022?
Worcester Manufacturing, Inc. ESOP grew at a solid clip - up 12.7% during 2022, from $6M to $6M. Reported net income was $421K.
How have Worcester Manufacturing, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Worcester Manufacturing, Inc.'s sponsor-wide assets declined 9.1%, from $6M to $6M.
Which ESOP plans are similar in size to Worcester Manufacturing, Inc. ESOP?
Among ESOP plans in other states, the closest by assets is 8z Employee Stock Ownership Plan in CO ($6M, 41 participants).
Which ESOP plans cover a similar participant headcount to Worcester Manufacturing, Inc. ESOP?
Among ESOP plans in other states, the closest by covered participants is Crafts, Inc. Employee Stock Ownership Plan in WI (50 participants, $2M in assets).