ESOP · DOL Form 5500 · 2022

Woda-Cooper Companies, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
481
Participants Below avg headcount
71st
Percentile by assets National rank
$28,620
Avg per participant Low balance/head
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Official DOL plan name: Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Woda-Cooper Companies, Inc. · Ohio · Real Estate

$14M in assets, 481 participants

Woda-Cooper Companies, Inc.'s Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust reported $14M in total assets and 481 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,288 in Real Estate (5,057 peers)

Woda-Cooper Companies, Inc. multi-year trail

Woda-Cooper Companies, Inc.'s plans moved +49.7% in assets from 2022 to 2024; this filing shows Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust at $14M / 481 participants.

#4,288
in Real Estate (5,057 peers)
+21.0%
assets growth YoY

Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$13,766,101 Top 29% higher than 71% 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

Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust 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. Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (481 participants).

Form 5500 schedule snapshot

Filing strip 260430251 · Woda-Cooper Companies, Inc. PY 2022 · ESOP

Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust · $14M · 481 · 71st

  • ASSETS $14M
  • PCT 481
  • EIN 71st
  • RANK ESOP
  • PHOTO near Pilot Grove Savings Bank Employee Stock Ownership Plan
  • IND ind #4288

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 Ohio →

Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Pilot Grove Savings Bank Employee Stock Ownership PlanPilot Grove Savings Bank Emp…$14MValhalla Holdings, Inc. Employee Stock Ownership Plan and TrustValhalla Holdings, Inc. Empl…$14MBlufox Mobile Services 1, Inc. Employee Stock Ownership PlanBlufox Mobile Services 1, In…$14MRamler Holdings, Inc. Employee Stock Ownership PlanRamler Holdings, Inc. Employ…$14MJack B. Henderson Construction Company, Inc. Employee Stock Ownership PlanJack B. Henderson Constructi…$14M
End-of-year total assets ($M) among Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Woda-Cooper Companies, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Woda-Cooper Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 49.743646579476916% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.9M $31.4M ▲ +49.8%
Year Plans Participants Total Assets
2022 2 966 $21M
2023 2 1,023 $25M
2024 2 1,082 $31M

Woda-Cooper Companies, Inc. filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN260430251
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.013766101 · Participants: 481Valhalla Holdings, Inc. Employee Stock Ownership Plan and TrustProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.972067387 · Participants: 30782Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.386806135 · Participants: 1000The Garland Industries, Inc. Employee Stock Ownership Plan & TrustAdvanced Drainage Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.559381199 · Participants: 3337Advanced Drainage Systems, Inc. Employee Stock Ownership PlanMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.556639229 · Participants: 808Messer Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.444757925 · Participants: 407Cleveland Steel Container Corporation Employee Stock Ownership Plan
Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Ohio, the nearest ESOP by assets is Pilot Grove Savings Bank Employee Stock Ownership Plan in IA ($14M); by covered participants it is Moore's Electrical & Mechanical Construction, Inc. Employee Stock Ownership Plan and Trust in VA (481 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 Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust grew sharply - up 21.0% during 2022, from $11M to $14M. Reported net income was $3M.
How have Woda-Cooper Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Woda-Cooper Companies, Inc.'s sponsor-wide assets grew 49.7%, from $21M to $31M.
Which ESOP plans are similar in size to Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Pilot Grove Savings Bank Employee Stock Ownership Plan in IA ($14M, 90 participants).
Which ESOP plans cover a similar participant headcount to Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Moore's Electrical & Mechanical Construction, Inc. Employee Stock Ownership Plan and Trust in VA (481 participants, $15M 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 260430251.

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.