ESOP · DOL Form 5500 · 2022

The Will-Burt Company ESOP

Data updated 2026-08-25

$35M
Total assets Below avg plan size
245
Participants Below avg headcount
85th
Percentile by assets National rank
$142,571
Avg per participant Near avg balance/head
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Official DOL plan name: The Will-Burt Company Employee Stock Ownership Trust and Plan · Sponsored by The Will-Burt Company · Ohio · Manufacturing

$35M in assets, 245 participants

The Will-Burt Company's The Will-Burt Company Employee Stock Ownership Trust and Plan reported $35M in total assets and 245 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #16,042 in Manufacturing (20,602 peers)

Coverage in Ohio

The Will-Burt Company Employee Stock Ownership Trust and Plan covers 245 participants in Ohio, about 32% of the average Ohio filer (state average ~765 per filing). Assets: $35M.

#16,042
in Manufacturing (20,602 peers)
-16.0%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Will-Burt Company Employee Stock Ownership Trust and Plan's outsized position by total assets

The Will-Burt Company Employee Stock Ownership Trust and Plan vs every filed plan by assets

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

$34,929,893 Top 15% higher than 85% 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

The Will-Burt Company Employee Stock Ownership Trust and 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. The Will-Burt Company Employee Stock Ownership Trust and Plan sits mid-pack in the medium band (245 participants).

DOL schedule card

Filing strip 340620280 · The Will-Burt Company PY 2022 · ESOP

The Will-Burt Company Employee Stock Ownership Trust and Plan · $35M · 245 · 85th

  • PART $35M
  • PART 245
  • PART 85th
  • PART ESOP
  • PART near Fbg Service Corporation Employee Stock Ownership Plan
  • PART ind #16042

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 Ohio →

The Will-Burt Company Employee Stock Ownership Trust and Plan in the asset neighbourhood

Mangan, Inc. Employee Stock Ownership PlanMangan, Inc. Employee Stock …$35MViasun Corporation Employee Stock Ownership PlanViasun Corporation Employee …$35MNw Entertainment, Inc. Employee Stock Ownership PlanNw Entertainment, Inc. Emplo…$35MThe Will-Burt Company Employee Stock Ownership Trust and PlanThe Will-Burt Company Employ…$35MFbg Service Corporation Employee Stock Ownership PlanFbg Service Corporation Empl…$35M
End-of-year total assets ($M) among The Will-Burt Company Employee Stock Ownership Trust and Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$35M
Net Income-$7M
Employer EIN340620280
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Will-Burt Company)

Sponsor-wide plan assets over time

All The Will-Burt Company plans reported in each filing year

Latest sponsor-wide plan assets
$62M 18.09658388930663% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $52.3M $61.7M ▲ +18.1%
Year Plans Participants Total Assets
2022 2 517 $52M
2023 2 529 $55M
2024 2 564 $62M

Nearby ESOP Plans in Ohio

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

The Will-Burt Company Employee Stock Ownership Trust and Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants The Will-Burt Company Employee Stock Ownership Trust and Plan, Total assets ($B): 0.034929893 · Participants: 245The Will-Burt Company Employee Stock Ownership Trust and PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.972067387 · Participants: 30782Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.386806135 · Participants: 1000The Garland Industries, Inc. Employee Stock Ownership Plan & TrustAdvanced Drainage Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.559381199 · Participants: 3337Advanced Drainage Systems, Inc. Employee Stock Ownership PlanMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.556639229 · Participants: 808Messer Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.444757925 · Participants: 407Cleveland Steel Container Corporation Employee Stock Ownership Plan
The Will-Burt Company Employee Stock Ownership Trust and Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare The Will-Burt Company Employee Stock Ownership Trust and Plan side-by-side with 3 peers →

The Will-Burt Company Employee Stock Ownership Trust and Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Fbg Service Corporation Employee Stock Ownership Plan in NE ($35M); by covered participants it is Imperial Brown, Inc. Employee Stock Ownership Plan in OR (245 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (245 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 The Will-Burt Company Employee Stock Ownership Trust and Plan assets move in 2022? ▼
The Will-Burt Company Employee Stock Ownership Trust and Plan declined sharply - down 16.0% during 2022, from $42M to $35M. Reported net income was -$7M.
How have The Will-Burt Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Will-Burt Company's sponsor-wide assets grew 18.1%, from $52M to $62M.
Where does The Will-Burt Company Employee Stock Ownership Trust and Plan rank by assets among Form 5500 filers? ▼
The Will-Burt Company Employee Stock Ownership Trust and Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to The Will-Burt Company Employee Stock Ownership Trust and Plan? ▼
Among ESOP plans in other states, the closest by assets is Fbg Service Corporation Employee Stock Ownership Plan in NE ($35M, 618 participants).
Which ESOP plans cover a similar participant headcount to The Will-Burt Company Employee Stock Ownership Trust and Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Imperial Brown, Inc. Employee Stock Ownership Plan in OR (245 participants, $15M 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 340620280.

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.