ESOP · DOL Form 5500 · 2022

Champagne Resorts, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
881
Participants Near avg headcount
67th
Percentile by assets National rank
$12,913
Avg per participant Low balance/head
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Official DOL plan name: Welk Hospitality Group Profit Sharing Plan · Sponsored by Champagne Resorts, Inc. · California · Real Estate

$11M in assets, 881 participants

Champagne Resorts, Inc.'s Welk Hospitality Group Profit Sharing Plan reported $11M in total assets and 881 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,165 in Real Estate (5,057 peers)

2022 asset change

Welk Hospitality Group Profit Sharing Plan contracted severely 31.6% in 2022 ($17M → $11M) for 881 participants.

#4,165
in Real Estate (5,057 peers)
-31.6%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Welk Hospitality Group Profit Sharing Plan's outsized position by total assets

Welk Hospitality Group Profit Sharing Plan vs every filed plan by assets

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

$11,376,696 Top 33% higher than 67% 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

Welk Hospitality Group Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Welk Hospitality Group Profit Sharing Plan sits mid-pack in the medium band (881 participants).

Published 5500 schedule card

Filing strip 453672278 · Champagne Resorts, Inc. PY 2022 · ESOP

Welk Hospitality Group Profit Sharing Plan · $11M · 881 · 67th

  • PART $11M
  • PART 881
  • PART 67th
  • PART ESOP
  • PART near Idi Fabrication, Inc. Employee Stock Ownership Plan
  • PART ind #4165

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 California →

Welk Hospitality Group Profit Sharing Plan in the asset neighbourhood

Welk Hospitality Group Profit Sharing PlanWelk Hospitality Group Profi…$11MIdi Fabrication, Inc. Employee Stock Ownership PlanIdi Fabrication, Inc. Employ…$11MPro Food Systems, Inc. Employee Stock Ownership PlanPro Food Systems, Inc. Emplo…$11MTech-Marine Business, Inc. Employee Stock Ownership PlanTech-Marine Business, Inc. E…$11MVolkmann Railroad Builders, Inc. Employee Stock Ownership PlanVolkmann Railroad Builders, …$11M
End-of-year total assets ($M) among Welk Hospitality Group Profit Sharing Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Champagne Resorts, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Champagne Resorts, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$5M$10M$15M 20222023 $11.4M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 881 $11M
2023 1 958 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$11M
Net Income-$5M
Employer EIN453672278
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Welk Hospitality Group Profit Sharing Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Welk Hospitality Group Profit Sharing Plan, Total assets ($B): 0.011376696 · Participants: 881Welk Hospitality Group Profit Sharing PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Welk Hospitality Group Profit Sharing Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Welk Hospitality Group Profit Sharing Plan side-by-side with 3 peers →

Welk Hospitality Group Profit Sharing Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Idi Fabrication, Inc. Employee Stock Ownership Plan in IN ($11M); by covered participants it is Halff Associates, Inc. Employee Stock Ownership Plan and Trust in TX (880 participants). Same-state nearby plans are listed separately above.

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 Welk Hospitality Group Profit Sharing Plan assets move in 2022? ▼
Welk Hospitality Group Profit Sharing Plan contracted severely - down 31.6% during 2022, from $17M to $11M. Reported net income was -$5M.
Which ESOP plans are similar in size to Welk Hospitality Group Profit Sharing Plan? ▼
Among ESOP plans in other states, the closest by assets is Idi Fabrication, Inc. Employee Stock Ownership Plan in IN ($11M, 42 participants).
Which ESOP plans cover a similar participant headcount to Welk Hospitality Group Profit Sharing Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Halff Associates, Inc. Employee Stock Ownership Plan and Trust in TX (880 participants, $41M 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 453672278.

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.