ESOP · DOL Form 5500 · 2022
Wawa, Inc. ESOP
Data updated 2026-08-25
- $4.5B
- Total assets Very large vs avg
- 22,323
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $202,473
- Avg per participant Above avg balance/head
Official DOL plan name: Wawa, Inc. Employee Stock Ownership Plan · Sponsored by Wawa, Inc. · Pennsylvania · Retail Trade
$4.5B in assets, 22,323 participants
Wawa, Inc.'s Wawa, Inc. Employee Stock Ownership Plan reported $4.5B in total assets and 22,323 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #9,504 in Retail Trade (9,519 peers)
Coverage in Pennsylvania
Wawa, Inc. Employee Stock Ownership Plan covers 22,323 participants in Pennsylvania, 27x the typical Pennsylvania plan (state average ~822 per filing). Assets: $4.5B.
- #9,504
- in Retail Trade (9,519 peers)
- +8.2%
- assets growth YoY
- 45×
- vs typical plan assets (national mean)
Wawa, Inc. Employee Stock Ownership Plan's outsized position by total assets
Wawa, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,519,811,811 Highest reported value at or above every one of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Wawa, Inc. Employee Stock Ownership Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wawa, Inc. Employee Stock Ownership Plan is a mega filing (22,323 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 210515330 · Wawa, Inc. PY 2022 · ESOP
Wawa, Inc. Employee Stock Ownership Plan · $4.5B · 22,323 · 100th
- SCH $4.5B
- EBSA 22,323
- PART 100th
- TYPE ESOP
- NET near Winco Employee Stock Ownership Plan
- BOOK ind #9504
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 →
Wawa, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $4.2B |
|---|---|
| Net Assets (End of Year) | $4.3B |
| Net Income | $405M |
| Employer EIN | 210515330 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wawa, Inc.)
Sponsor-wide plan assets over time
All Wawa, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6.7B 25.699973195157945% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 37,378 | $5.3B |
| 2023 | 2 | 58,427 | $6.3B |
| 2024 | 2 | 55,426 | $6.7B |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.2B · 337
- Sheetz, Inc. Employee Stock Ownership Plan $534M · 12,847
- Centimark Corporation Employee Stock Ownership Plan and Trust $481M · 2,268
- Newage Industries, Inc. Employee Stock Ownership Plan $310M · 304
- L/B Water Service, Inc. Employee Stock Ownership Plan $201M · 192
Scale composition for Wawa, Inc. Employee Stock Ownership Plan
Wawa, Inc. Employee Stock Ownership Plan reports $4.5B in end-of-year assets across 22,323 participants (0.037% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.024% of 93,925,755 covered participants) - about $202,473 per participant (1.5x the national average assets-per-participant) . Net income for plan year 2022 was $405M.
This plan identity (EIN 210515330, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $4.5B to $5.5B (+22.4%) while covered participants moved from 22,323 to 37,745 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 22,323 | $4.5B | This page |
| 2023 | 42,695 | $5.3B | Open filing |
| 2024 · index core | 37,745 | $5.5B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Wawa, Inc. Employee Stock Ownership Plan (ESOP, $5.5B, 37,745 participants)
- Wawa, Inc. 401(k) Plan (401(k), $1.1B, 17,681 participants)
Wawa, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Pennsylvania, the nearest ESOP by assets is Winco Employee Stock Ownership Plan in ID ($4.3B); by covered participants it is U-Haul Holding Company Employee Stock Ownership Plan in AZ (18,179 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4.5B here).
- Winco Employee Stock Ownership Plan (ID) $4.3B · 15,984
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan (MO) $4.0B · 7,358
- Amsted Industries Incorporated Employees' Stock Ownership Plan (IL) $3.8B · 4,361
- Parsons Employee Stock Ownership Plan (CA) $2.9B · 7,804
Similar participant headcount
Nearest other-state filings by covered participants (22,323 participants); asset peers above are excluded.
- U-Haul Holding Company Employee Stock Ownership Plan (AZ) 18,179 · 4,144 off
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan (FL) 14,200 · 8,123 off
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan (OH) 30,782 · 8,459 off
- Quad/Graphics ESOP (WI) 12,148 · 10,175 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.