ESOP · DOL Form 5500 · 2022

Weldon Solutions ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
37
Participants Small participant base
62nd
Percentile by assets National rank
$236,263
Avg per participant Above avg balance/head
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Official DOL plan name: Weldon Machine Tool, Inc. Employee Stock Ownership Plan · Sponsored by Weldon Solutions · Pennsylvania · Manufacturing

$9M in assets, 37 participants

Weldon Solutions's Weldon Machine Tool, Inc. Employee Stock Ownership Plan reported $9M in total assets and 37 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #10,014 in Manufacturing (20,602 peers)

Weldon Solutions multi-year trail

Weldon Solutions's plans moved +38.3% in assets from 2022 to 2024; this filing shows Weldon Machine Tool, Inc. Employee Stock Ownership Plan at $9M / 37 participants.

#10,014
in Manufacturing (20,602 peers)
+13.9%
assets growth YoY

Weldon Machine Tool, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Weldon Machine Tool, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$8,741,737 Top 38% higher than 62% 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

Weldon Machine Tool, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Weldon Machine Tool, Inc. Employee Stock Ownership Plan is a small filing (37 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 233023919 · Weldon Solutions PY 2022 · ESOP

Weldon Machine Tool, Inc. Employee Stock Ownership Plan · $9M · 37 · 62nd

  • VS-ST $9M
  • VS-ST 37
  • VS-ST 62nd
  • VS-ST ESOP
  • VS-ST near Bna Bank Employee Stock Ownership Plan
  • VS-ST ind #10014

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 →

Weldon Machine Tool, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Caesar Creek Software Employee Stock Ownership PlanCaesar Creek Software Employ…$9MWeldon Machine Tool, Inc. Employee Stock Ownership PlanWeldon Machine Tool, Inc. Em…$9MBna Bank Employee Stock Ownership PlanBna Bank Employee Stock Owne…$9MPeck's Market, Inc. Employee Stock Ownership PlanPeck's Market, Inc. Employee…$9MAnchor Paper Company Employee Stock Ownership Plan & TrustAnchor Paper Company Employe…$9M
End-of-year total assets ($M) among Weldon Machine Tool, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Weldon Solutions multi-year asset trail

Sponsor-wide plan assets over time

All Weldon Solutions plans reported in each filing year

Latest sponsor-wide plan assets
$12M 38.310452487875125% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.74M $12.1M ▲ +38.3%
Year Plans Participants Total Assets
2022 1 37 $9M
2023 1 39 $10M
2024 1 36 $12M

Weldon Solutions filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN233023919
Plan Effective Date1999-12-30
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Weldon Machine Tool, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Weldon Machine Tool, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.008741737 · Participants: 37Weldon Machine Tool, 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
Weldon Machine Tool, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Weldon Machine Tool, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Weldon Machine Tool, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Bna Bank Employee Stock Ownership Plan in MS ($9M); by covered participants it is Sdg Architects, Inc. ESOP in CA (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Weldon Machine Tool, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Weldon Machine Tool, Inc. Employee Stock Ownership Plan grew at a solid clip - up 13.9% during 2022, from $8M to $9M. Reported net income was $1M.
How have Weldon Solutions plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Weldon Solutions's sponsor-wide assets grew 38.3%, from $9M to $12M.
Which ESOP plans are similar in size to Weldon Machine Tool, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bna Bank Employee Stock Ownership Plan in MS ($9M, 90 participants).
Which ESOP plans cover a similar participant headcount to Weldon Machine Tool, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sdg Architects, Inc. ESOP in CA (37 participants, $2M 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 233023919.

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.