ESOP · DOL Form 5500 · 2022

Woda-Cooper Companies, Inc. ESOP

Data updated 2026-08-11

$14M
Total assets
481
Participants
71st
Percentile by assets
$28,620
Avg per participant
PlainRetire home → About this data

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.

  • 71st percentile by assets (of 139,126 plans)
  • #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.

$14M
total plan assets (2022 EOY)
481
covered participants
71st
percentile by assets (of 139,126 plans)
$28,620
avg assets per participant
State
Industry

Woda-Cooper Companies, Inc. across 3 plan years on file

Across the 3 plan years Woda-Cooper Companies, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $21M to $31M, a gain of 49.7%, while reported participants moved from 966 to 1,082 (+12.0%). Peak year by sponsor assets: 2024 ($31M); trough: 2022 ($21M).

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

$15M$20M$25M$30M$35M 202220232024 $20.9M $31.4M ▲ +49.8%
Total plan assets by year, all Woda-Cooper Companies, Inc. plans on file
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

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, I…Procter & Gamble Pro…The Garland Industri…Advanced Drainage Sy…Messer Inc. Employee…Cleveland Steel Cont…
Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.

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).

Next read for Valhalla Holdings, Inc. Employee Stock O…

Multi-year trail

Ways to act on Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust's numbers.

  • By total assets, Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
  • Woda-Cooper Companies, Inc.'s sponsor-wide assets have grown 49.7% since 2022 across 3 plan years on file. More Real Estate plans