ESOP · DOL Form 5500 · 2022
Wo Partners Holdings, Inc. ESOP
Data updated 2026-08-11
- $60M
- Total assets
- 4,868
- Participants
- 89th
- Percentile by assets
- $12,326
- Avg per participant
Official DOL plan name: Wo Partners Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Wo Partners Holdings, Inc. · Florida · Administrative & Support Services
$60M in assets, 4,868 participants
Wo Partners Holdings, Inc.'s Wo Partners Holdings, Inc. Employee Stock Ownership Plan reported $60M in total assets and 4,868 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- 89th percentile by assets (of 139,126 plans)
- #4,699 in Administrative & Support Services (4,927 peers)
Coverage in Florida
Wo Partners Holdings, Inc. Employee Stock Ownership Plan covers 4,868 participants in Florida, 7.7x the typical Florida plan (state average ~628 per filing). Assets: $60M.
- $60M
- total plan assets (2022 EOY)
- 4,868
- covered participants
- 89th
- percentile by assets (of 139,126 plans)
- $12,326
- avg assets per participant
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Wo Partners Holdings, Inc. Employee Stock Ownership Plan reports 4,868 participants - 7.7x that state average ($60M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | -$31M |
| Net Income | $9M |
| Employer EIN | 843756933 |
| Plan Effective Date | 2019-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wo Partners Holdings, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,868 | $60M |
| 2023 | 1 | 3,454 | $59M |
| 2024 | 1 | 4,663 | $11M |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
Wo Partners Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $11.7B · 142,486
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $662M · 14,200
- Thirty Fifteen Employee Stock Ownership Plan $425M · 6,258
- Rsr Employee Stock Ownership Plan $310M · 465
- Team Horner Employee Stock Ownership Plan $217M · 448
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Wo Partners Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Wo Partners Holdings, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Wo Partners Holdings, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Florida. Compare plans
- Wo Partners Holdings, Inc.'s sponsor-wide assets have declined 82.1% since 2022 across 3 plan years on file. More Administrative & Support Services plans