ESOP · DOL Form 5500 · 2022

Worzalla, Inc. ESOP

Data updated 2026-08-25

$44M
Total assets Below avg plan size
310
Participants Below avg headcount
87th
Percentile by assets National rank
$142,606
Avg per participant Near avg balance/head
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Official DOL plan name: Worzalla, Inc. Employee Stock Ownership Plan · Sponsored by Worzalla, Inc. · Wisconsin · Manufacturing

$44M in assets, 310 participants

Worzalla, Inc.'s Worzalla, Inc. Employee Stock Ownership Plan reported $44M in total assets and 310 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #16,664 in Manufacturing (20,602 peers)

Where Worzalla, Inc. Employee Stock Ownership Plan sits by assets

Worzalla, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $44M for 310 participants (~$142,606/participant), up 29.5% in 2022.

#16,664
in Manufacturing (20,602 peers)
+29.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Worzalla, Inc. Employee Stock Ownership Plan's outsized position by total assets

Worzalla, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$44,207,705 Top 13% higher than 87% 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

Worzalla, 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. Worzalla, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (310 participants).

Form 5500 schedule snapshot

Filing strip 390722190 · Worzalla, Inc. PY 2022 · ESOP

Worzalla, Inc. Employee Stock Ownership Plan · $44M · 310 · 87th

  • NET $44M
  • NET 310
  • NET 87th
  • NET ESOP
  • NET near Oliver's Market Employee Stock Ownership Plan
  • NET ind #16664

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 Wisconsin →

Worzalla, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Malco Products Sbc Employee Stock Ownership PlanMalco Products Sbc Employee …$44MS&j Supply Company, Inc. Employee Stock Ownership PlanS&j Supply Company, Inc. Emp…$44MOliver's Market Employee Stock Ownership PlanOliver's Market Employee Sto…$44MWorzalla, Inc. Employee Stock Ownership PlanWorzalla, Inc. Employee Stoc…$44MBsc Ventures Holdings, Inc. Employee Stock Ownership PlanBsc Ventures Holdings, Inc. …$44M
End-of-year total assets ($M) among Worzalla, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$44M
Net Income$10M
Employer EIN390722190
Plan Effective Date1985-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Worzalla, Inc.)

Sponsor-wide plan assets over time

All Worzalla, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$46M 40.80214276182096% vs 2022
2024 filing year
$40M$50M$60M$70M$80M$90M 202220232024 $77.6M $45.9M ▼ -40.8%
Year Plans Participants Total Assets
2022 2 588 $78M
2023 2 604 $78M
2024 2 438 $46M

Nearby ESOP Plans in Wisconsin

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

Worzalla, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -10123 Total assets ($B) Participants Worzalla, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.044207705 · Participants: 310Worzalla, Inc. Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.652316726 · Participants: 5656Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.640316132 · Participants: 2608Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.29452491 · Participants: 1649Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.292527762 · Participants: 747Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.25846345 · Participants: 210Trachte Building Systems Employee Stock Ownership Plan
Worzalla, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Worzalla, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Oliver's Market Employee Stock Ownership Plan in CA ($44M); by covered participants it is Morton G. Thalhimer, Inc. Employee Stock Ownership Plan and Trust in VA (310 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (310 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 Worzalla, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Worzalla, Inc. Employee Stock Ownership Plan grew sharply - up 29.5% during 2022, from $34M to $44M. Reported net income was $10M.
How have Worzalla, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Worzalla, Inc.'s sponsor-wide assets declined 40.8%, from $78M to $46M.
Where does Worzalla, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Worzalla, Inc. Employee Stock Ownership Plan ranks in the 87th 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 Worzalla, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Oliver's Market Employee Stock Ownership Plan in CA ($44M, 697 participants).
Which ESOP plans cover a similar participant headcount to Worzalla, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Morton G. Thalhimer, Inc. Employee Stock Ownership Plan and Trust in VA (310 participants, $50M 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 390722190.

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.