ESOP · DOL Form 5500 · 2022
Wood-Mizer Holdings, Inc ESOP
Data updated 2026-08-11
- $115M
- Total assets
- 464
- Participants
- 93rd
- Percentile by assets
- $248,487
- Avg per participant
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.
- 93rd percentile by assets (of 139,126 plans)
- #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.
- $115M
- total plan assets (2022 EOY)
- 464
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $248,487
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $155M |
|---|---|
| Net Assets (End of Year) | $111M |
| Net Income | -$35M |
| Employer EIN | 351295069 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wood-Mizer Holdings, Inc)
| 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
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $1.5B · 3,842
- Urschel Laboratories Employee Stock Ownership Plan $315M · 467
- Nibco Inc. Employee Stock Ownership Plan $310M · 1,233
- Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $114M · 333
- Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $100M · 503
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.
- Brinkmann Constructors Employee Stock Ownership Plan (MO) $115M · 223
- Hb Global Employee Stock Ownership Plan (PA) $115M · 1,521
- Entech Sales and Service Employees' Stock Ownership Plan (TX) $116M · 351
- Roush Holdings Employee Stock Ownership Plan (OH) $116M · 350
Frequently Asked Questions
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Ways to act on Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Indiana. Compare plans
- Wood-Mizer Holdings, Inc's sponsor-wide assets have declined 1.9% since 2022 across 3 plan years on file. More Manufacturing plans