ESOP · DOL Form 5500 · 2022

Wood-Mizer Holdings, Inc ESOP

Data updated 2026-08-25

$115M
Total assets Near avg plan size
464
Participants Below avg headcount
93rd
Percentile by assets National rank
$248,487
Avg per participant Above avg balance/head
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Official DOL plan name: Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Wood-Mizer Holdings, Inc · Indiana · Manufacturing

$115M in assets, 464 participants

Wood-Mizer Holdings, Inc's Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan reported $115M in total assets and 464 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #18,533 in Manufacturing (20,602 peers)

Where Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan sits by assets

Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $115M for 464 participants (~$248,487/participant), down 25.9% in 2022.

#18,533
in Manufacturing (20,602 peers)
-25.9%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $35M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$115,298,049 Top 7% higher than 93% 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

Wood-Mizer Holdings, 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. Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (464 participants).

DOL schedule card

Filing strip 351295069 · Wood-Mizer Holdings, Inc PY 2022 · ESOP

Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan · $115M · 464 · 93rd

  • PCT $115M
  • PCT 464
  • PCT 93rd
  • PCT ESOP
  • PCT near Brinkmann Constructors Employee Stock Ownership Plan
  • PCT ind #18533

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 Indiana →

Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Roush Holdings Employee Stock Ownership PlanRoush Holdings Employee Stoc…$116MEntech Sales and Service Employees' Stock Ownership PlanEntech Sales and Service Emp…$116MHb Global Employee Stock Ownership PlanHb Global Employee Stock Own…$115MBrinkmann Constructors Employee Stock Ownership PlanBrinkmann Constructors Emplo…$115MWood-Mizer Holdings, Inc. Employee Stock Ownership PlanWood-Mizer Holdings, Inc. Em…$115M
End-of-year total assets ($M) among Wood-Mizer Holdings, 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)$155M
Net Assets (End of Year)$111M
Net Income-$35M
Employer EIN351295069
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wood-Mizer Holdings, Inc)

Sponsor-wide plan assets over time

All Wood-Mizer Holdings, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$137M 1.8984989950849063% vs 2022
2024 filing year
$134M$136M$138M$140M$142M$144M 202220232024 $139M $137M ▼ -1.9%
Year Plans Participants Total Assets
2022 2 891 $139M
2023 2 984 $142M
2024 2 924 $137M

Nearby ESOP Plans in Indiana

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

Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 00.511.52 Total assets ($B) Participants Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.115298049 · Participants: 464Wood-Mizer Holdings, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.524085669 · Participants: 3842Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.314961737 · Participants: 467Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.309552138 · Participants: 1233Nibco Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113705161 · Participants: 333Superior Industrial Solutions, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.099810264 · Participants: 503Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan
Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Brinkmann Constructors Employee Stock Ownership Plan in MO ($115M); by covered participants it is Wunderlich-Malec Engineering, Inc. Employee Stock Ownership Plan in MN (464 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (464 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 Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan declined sharply - down 25.9% during 2022, from $155M to $115M. Reported net income was -$35M.
How have Wood-Mizer Holdings, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wood-Mizer Holdings, Inc's sponsor-wide assets declined 1.9%, from $139M to $137M.
Where does Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan ranks in the 93rd 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 Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Brinkmann Constructors Employee Stock Ownership Plan in MO ($115M, 223 participants).
Which ESOP plans cover a similar participant headcount to Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wunderlich-Malec Engineering, Inc. Employee Stock Ownership Plan in MN (464 participants, $126M 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 351295069.

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.