Other
2022 plan-year Other DOL Form 5500

WO PARTNERS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

WO PARTNERS HOLDINGS, INC.

This Other plan holds $60M in total assets and serves 4,868 participants as of 2022. It is sponsored by WO PARTNERS HOLDINGS, INC. in Florida. The plan reported positive net income of $9M for the year.

Total Assets (2023)
$60M
Participants
4,868
State
Industry
Administrative & Support Services

What the Filing Says About WO PARTNERS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

WO PARTNERS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by WO PARTNERS HOLDINGS, INC., headquartered in Florida. As of the 2022 Form 5500 filing, the plan reports $60M in total end-of-year assets and covers 4,868 participants across the Administrative & Support Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 843756933, and the plan has been effective since 2019-12-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $52M at the beginning of 2022 to $60M at year-end — a gain of 14.4%. Net assets (after liabilities) closed the year at $-31,079,729, with reported net income of $9M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$52M
Total Assets (End of Year)$60M
Net Assets (End of Year)$-31,079,729
Net Income$9M
Plan TypeOther
Employer EIN843756933
Plan Effective Date2019-12-01
Filing StatusFILING 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 Other Plans in Florida

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

Frequently Asked Questions

How much money is in the WO PARTNERS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
As of the 2022 Form 5500 filing, WO PARTNERS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN holds $60M in total assets with 4,868 participants. It is sponsored by WO PARTNERS HOLDINGS, INC..
What type of plan is WO PARTNERS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
WO PARTNERS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN is a Other plan. It has been effective since 2019-12-01. The plan is filed with the U.S. Department of Labor under EIN 843756933.
Who sponsors the WO PARTNERS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
WO PARTNERS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by WO PARTNERS HOLDINGS, INC., located in Florida. The sponsor's EIN is 843756933 and the plan operates in the Administrative & Support Services industry.
How did WO PARTNERS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN perform in 2022?
WO PARTNERS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN grew by 14.4% during 2022, moving from $52M to $60M in total assets. Net income was $9M.
Where can I find official filings for WO PARTNERS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
Official Form 5500 filings for WO PARTNERS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 843756933 or plan name at efast.dol.gov.
How does WO PARTNERS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans?
You can compare WO PARTNERS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN against other Other plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.