ESOP · DOL Form 5500 · 2022
Wine World Companies, Inc. ESOP
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 114
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $80,526
- Avg per participant Below avg balance/head
Official DOL plan name: Wine World Companies, Inc. Employee Stock Ownership Plan · Sponsored by Wine World Companies, Inc. · Florida · Retail Trade
$9M in assets, 114 participants
Wine World Companies, Inc.'s Wine World Companies, Inc. Employee Stock Ownership Plan reported $9M in total assets and 114 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.
- #7,028 in Retail Trade (9,519 peers)
Coverage in Florida
Wine World Companies, Inc. Employee Stock Ownership Plan covers 114 participants in Florida, about 18% of the average Florida filer (state average ~628 per filing). Assets: $9M.
- #7,028
- in Retail Trade (9,519 peers)
- -25.2%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wine World Companies, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers
Wine World Companies, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,180,000 Top 37% higher than 63% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Wine World Companies, Inc. Employee Stock Ownership 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. Wine World Companies, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (114 participants).
EBSA filing schedule strip
Filing strip 833273377 · Wine World Companies, Inc. PY 2022 · ESOP
Wine World Companies, Inc. Employee Stock Ownership Plan · $9M · 114 · 63rd
- RANK $9M
- RANK 114
- RANK 63rd
- RANK ESOP
- RANK near Hyspan Precision Products, Inc. Employee Stock Ownership Plan
- RANK ind #7028
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 →
Wine World Companies, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | -$4M |
| Net Income | -$2M |
| Employer EIN | 833273377 |
| Plan Effective Date | 2018-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wine World Companies, Inc.)
Sponsor-wide plan assets over time
All Wine World Companies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 45.61758302517859% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 242 | $10M |
| 2023 | 1 | 120 | $8M |
| 2024 | 1 | 119 | $5M |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
- 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
Wine World Companies, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is Hyspan Precision Products, Inc. Employee Stock Ownership Plan in CA ($9M); by covered participants it is Blue Ridge Employees Stock Ownership Plan in MO (114 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Hyspan Precision Products, Inc. Employee Stock Ownership Plan (CA) $9M · 396
- Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan (WV) $9M · 7
- Pioneer General Contractors, Inc. Employee Stock Ownership Plan (TX) $9M · 27
- Canandaigua National Bank & Trust Company Employee Stock Ownership Plan (NY) $9M · 641
Similar participant headcount
Nearest other-state filings by covered participants (114 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.