ESOP · DOL Form 5500 · 2022

Wo Partners Holdings, Inc. ESOP

Data updated 2026-08-25

$60M
Total assets Below avg plan size
4,868
Participants Above avg headcount
89th
Percentile by assets National rank
$12,326
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#4,699
in Administrative & Support Services (4,927 peers)
+14.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Wo Partners Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

Wo Partners Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$60,005,337 Top 11% higher than 89% 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

Wo Partners Holdings, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wo Partners Holdings, Inc. Employee Stock Ownership Plan lands in the large band (4,868 participants).

Form 5500 schedule snapshot

Filing strip 843756933 · Wo Partners Holdings, Inc. PY 2022 · ESOP

Wo Partners Holdings, Inc. Employee Stock Ownership Plan · $60M · 4,868 · 89th

  • 5500 $60M
  • ASSETS 4,868
  • PCT 89th
  • EIN ESOP
  • RANK near Hills Bank and Trust Employee Stock Ownership Plan
  • PHOTO ind #4699

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 Florida →

Wo Partners Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Dustrol, Inc. Employees' Stock Ownership PlanDustrol, Inc. Employees' Sto…$60MWo Partners Holdings, Inc. Employee Stock Ownership PlanWo Partners Holdings, Inc. E…$60MHills Bank and Trust Employee Stock Ownership PlanHills Bank and Trust Employe…$60MThe Richmond Group, Inc. Employee Stock Ownership PlanThe Richmond Group, Inc. Emp…$60MHmc Architects Employee Stock Ownership PlanHmc Architects Employee Stoc…$60M
End-of-year total assets ($M) among Wo Partners Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)-$31M
Net Income$9M
Employer EIN843756933
Plan Effective Date2019-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wo Partners Holdings, Inc.)

Sponsor-wide plan assets over time

All Wo Partners Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 82.07871076534408% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $60M $10.8M ▼ -82.1%
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 Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Wo Partners Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.060005337 · Participants: 4868Wo Partners Holdings, Inc. Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.726925474 · Participants: 142486Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.661618269 · Participants: 14200Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.425498726 · Participants: 6258Thirty Fifteen Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.309502065 · Participants: 465Rsr Employee Stock Ownership PlanTeam Horner Employee Stock Ownership Plan, Total assets ($B): 0.217088578 · Participants: 448Team Horner Employee Stock Ownership Plan
Wo Partners Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Wo Partners Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Florida, the nearest ESOP by assets is Hills Bank and Trust Employee Stock Ownership Plan in IA ($60M); by covered participants it is The Bank of America Transferred Savings Account Plan in RI (5,057 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,868 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 Wo Partners Holdings, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Wo Partners Holdings, Inc. Employee Stock Ownership Plan grew at a solid clip - up 14.4% during 2022, from $52M to $60M. Reported net income was $9M.
How have Wo Partners Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wo Partners Holdings, Inc.'s sponsor-wide assets declined 82.1%, from $60M to $11M.
Where does Wo Partners Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Wo Partners Holdings, Inc. Employee Stock Ownership Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Wo Partners Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hills Bank and Trust Employee Stock Ownership Plan in IA ($60M, 425 participants).
Which ESOP plans cover a similar participant headcount to Wo Partners Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Bank of America Transferred Savings Account Plan in RI (5,057 participants, $1.0B 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 843756933.

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.