ESOP · DOL Form 5500 · 2022

World Travel, Inc. ESOP

Data updated 2026-08-25

$78M
Total assets Below avg plan size
487
Participants Below avg headcount
91st
Percentile by assets National rank
$159,453
Avg per participant Above avg balance/head
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Official DOL plan name: World Travel, Inc. Employee Stock Ownership Plan · Sponsored by World Travel, Inc. · Pennsylvania · Administrative & Support Services

$78M in assets, 487 participants

World Travel, Inc.'s World Travel, Inc. Employee Stock Ownership Plan reported $78M in total assets and 487 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #4,738 in Administrative & Support Services (4,927 peers)

Where World Travel, Inc. Employee Stock Ownership Plan sits by assets

World Travel, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $78M for 487 participants (~$159,453/participant), up 11.4% in 2022.

#4,738
in Administrative & Support Services (4,927 peers)
+11.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

World Travel, Inc. Employee Stock Ownership Plan's outsized position by total assets

World Travel, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$77,653,479 Top 9% higher than 91% 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

World Travel, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. World Travel, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (487 participants).

EBSA filing schedule strip

Filing strip 232228965 · World Travel, Inc. PY 2022 · ESOP

World Travel, Inc. Employee Stock Ownership Plan · $78M · 487 · 91st

  • PHOTO $78M
  • PHOTO 487
  • PHOTO 91st
  • PHOTO ESOP
  • PHOTO near Lachman Consultant Services, Inc. Employee Stock Ownership Plan
  • PHOTO ind #4738

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 →

World Travel, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Cfc ESOP$78MRobert E. Mason & Associates, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates…$78MInland Truck Parts Company Employee Stock Ownership Plan and TrustInland Truck Parts Company E…$78MWorld Travel, Inc. Employee Stock Ownership PlanWorld Travel, Inc. Employee …$78MLachman Consultant Services, Inc. Employee Stock Ownership PlanLachman Consultant Services,…$78M
End-of-year total assets ($M) among World Travel, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)-$82M
Net Income$11M
Employer EIN232228965
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (World Travel, Inc.)

Sponsor-wide plan assets over time

All World Travel, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$155M 35.68483036983926% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $114M $155M ▲ +35.7%
Year Plans Participants Total Assets
2022 2 971 $114M
2023 2 1,000 $139M
2024 2 1,034 $155M

Nearby ESOP Plans in Pennsylvania

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

World Travel, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants World Travel, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.077653479 · Participants: 487World Travel, 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
World Travel, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare World Travel, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Lachman Consultant Services, Inc. Employee Stock Ownership Plan in NY ($78M); by covered participants it is Verde Holdings, Inc. Employee Stock Ownership Plan in TX (486 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (487 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 World Travel, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
World Travel, Inc. Employee Stock Ownership Plan grew at a solid clip - up 11.4% during 2022, from $70M to $78M. Reported net income was $11M.
How have World Travel, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), World Travel, Inc.'s sponsor-wide assets grew 35.7%, from $114M to $155M.
Where does World Travel, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
World Travel, Inc. Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to World Travel, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lachman Consultant Services, Inc. Employee Stock Ownership Plan in NY ($78M, 33 participants).
Which ESOP plans cover a similar participant headcount to World Travel, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Verde Holdings, Inc. Employee Stock Ownership Plan in TX (486 participants, $340M 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 232228965.

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.