ESOP · DOL Form 5500 · 2022

Nw Financial Holdings, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
25
Participants Small participant base
40th
Percentile by assets National rank
$117,001
Avg per participant Below avg balance/head
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Official DOL plan name: Nw Financial Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Nw Financial Holdings, Inc. · New Jersey · Finance & Insurance

$3M in assets, 25 participants

Nw Financial Holdings, Inc.'s Nw Financial Holdings, Inc. Employee Stock Ownership Plan reported $3M in total assets and 25 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,507 in Finance & Insurance (9,261 peers)

Nw Financial Holdings, Inc. multi-year trail

Nw Financial Holdings, Inc.'s plans moved +21.1% in assets from 2022 to 2024; this filing shows Nw Financial Holdings, Inc. Employee Stock Ownership Plan at $3M / 25 participants.

#2,507
in Finance & Insurance (9,261 peers)
+68.2%
assets growth YoY

Nw Financial Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Nw Financial Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,925,023 40th percentile higher than 40% 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

Nw Financial Holdings, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nw Financial Holdings, Inc. Employee Stock Ownership Plan is a small filing (25 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 856198935 · Nw Financial Holdings, Inc. PY 2022 · ESOP

Nw Financial Holdings, Inc. Employee Stock Ownership Plan · $3M · 25 · 40th

  • PHOTO $3M
  • IND 25
  • EOY 40th
  • 5500 ESOP
  • ASSETS near Floyd Snider, Inc. ESOP
  • PCT ind #2507

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 New Jersey →

Nw Financial Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Nw Financial Holdings, Inc. Employee Stock Ownership PlanNw Financial Holdings, Inc. …$3MRoyal 4 Systems, Inc. Employee Stock Ownership PlanRoyal 4 Systems, Inc. Employ…$3MFloyd Snider, Inc. ESOP$3MMold-Base Industries, Inc. Employee Stock Ownership PlanMold-Base Industries, Inc. E…$3MCei Engineering Associates, Inc. Employee Stock Ownership PlanCei Engineering Associates, …$3M
End-of-year total assets ($M) among Nw Financial Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Nw Financial Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Nw Financial Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 21.127662927778687% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M$4M 202220232024 $2.93M $3.54M ▲ +20.8%
Year Plans Participants Total Assets
2022 1 25 $3M
2023 1 20 $2M
2024 1 19 $4M

Nw Financial Holdings, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN856198935
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Jersey

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

Nw Financial Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Nw Financial Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 2.925023 · Participants: 25Nw Financial Holdings, Inc. Employee Stock Ownership PlanJohnson and Johnson Retirement Savings Plan, Total assets ($M): 511.419208 · Participants: 3858Johnson and Johnson Retirement Savings PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 375.8 · Participants: 1111Okonite Company Employees Stock Ownership PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 303.370516 · Participants: 1383Mathematica Group Holding Inc. Employee Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 298.596718 · Participants: 1131Conair LLC Savings and Investment PlanInvestors Bank Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 126.859258 · Participants: 1287Investors Bank Amended and Restated Employee Stock Ownership Plan
Nw Financial Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Nw Financial Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest ESOP by assets is Floyd Snider, Inc. ESOP in WA ($3M); by covered participants it is Econocorp, Inc. Employee Stock Ownership Plan in MA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Nw Financial Holdings, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Nw Financial Holdings, Inc. Employee Stock Ownership Plan surged - up 68.2% during 2022, from $2M to $3M. Reported net income was $1M.
How have Nw Financial Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nw Financial Holdings, Inc.'s sponsor-wide assets grew 21.1%, from $3M to $4M.
Which ESOP plans are similar in size to Nw Financial Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Floyd Snider, Inc. ESOP in WA ($3M, 44 participants).
Which ESOP plans cover a similar participant headcount to Nw Financial Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Econocorp, Inc. Employee Stock Ownership Plan in MA (25 participants, $291K 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 856198935.

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.