ESOP · DOL Form 5500 · 2022

Norwood Liquors, Inc ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
15
Participants Small participant base
26th
Percentile by assets National rank
$70,467
Avg per participant Below avg balance/head
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Official DOL plan name: Norwood Liquors, Inc Employee Stock Ownership Plan · Sponsored by Norwood Liquors, Inc · New York · Retail Trade

$1M in assets, 15 participants

Norwood Liquors, Inc's Norwood Liquors, Inc Employee Stock Ownership Plan reported $1M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,382 in Retail Trade (9,519 peers)

Norwood Liquors, Inc multi-year trail

Norwood Liquors, Inc's plans moved -46.5% in assets from 2022 to 2024; this filing shows Norwood Liquors, Inc Employee Stock Ownership Plan at $1M / 15 participants.

#3,382
in Retail Trade (9,519 peers)
+3.9%
assets growth YoY

Norwood Liquors, Inc Employee Stock Ownership Plan among the smaller filed plans by assets

Norwood Liquors, Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$1,057,000 26th percentile higher than 26% 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

Norwood Liquors, 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. Norwood Liquors, Inc Employee Stock Ownership Plan is a small filing (15 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 113157066 · Norwood Liquors, Inc PY 2022 · ESOP

Norwood Liquors, Inc Employee Stock Ownership Plan · $1M · 15 · 26th

  • ASSETS $1M
  • PCT 15
  • EIN 26th
  • RANK ESOP
  • PHOTO near Lor Geotechnical Group Employee Stock Ownership Plan
  • IND ind #3382

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 York →

Norwood Liquors, Inc Employee Stock Ownership Plan in the asset neighbourhood

Norwood Liquors, Inc Employee Stock Ownership PlanNorwood Liquors, Inc Employe…$1MLor Geotechnical Group Employee Stock Ownership PlanLor Geotechnical Group Emplo…$1MExhibit Works, Inc. Employee Stock Ownership PlanExhibit Works, Inc. Employee…$1MNorth American Arms, Inc. Employee Stock Ownership PlanNorth American Arms, Inc. Em…$1MSouth Georgia Medical Holdings, Inc. Employee Stock Ownership PlanSouth Georgia Medical Holdin…$1M
End-of-year total assets ($M) among Norwood Liquors, Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Norwood Liquors, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Norwood Liquors, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$566K 46.45222327341533% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $1.06M $0.57M ▼ -46.2%
Year Plans Participants Total Assets
2022 1 15 $1M
2023 1 16 $787K
2024 1 13 $566K

Norwood Liquors, Inc filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)-$3M
Net Income$278K
Employer EIN113157066
Plan Effective Date2019-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

Norwood Liquors, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Norwood Liquors, Inc Employee Stock Ownership Plan, Total assets ($M): 1.057 · Participants: 15Norwood Liquors, Inc Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 781.613108 · Participants: 3443Stewart's Shops Corp Employee Stock Ownership PlanLewis Tree Service Employee Stock Ownership Plan, Total assets ($M): 384.275596 · Participants: 3307Lewis Tree Service Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 293.053093 · Participants: 118H.C. Wainwright & Co. Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 207.331837 · Participants: 1611Greenman-Pedersen, Inc. Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 183.683651 · Participants: 3775Griffon Corporation Employee Stock Ownership Plan
Norwood Liquors, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Norwood Liquors, Inc Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New York, the nearest ESOP by assets is Lor Geotechnical Group Employee Stock Ownership Plan in CA ($1M); by covered participants it is N-Link Corporation Employee Stock Ownership Plan in OR (15 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 Norwood Liquors, Inc Employee Stock Ownership Plan assets move in 2022? ▼
Norwood Liquors, Inc Employee Stock Ownership Plan edged up modestly - up 3.9% during 2022, from $1M to $1M. Reported net income was $278K.
How have Norwood Liquors, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Norwood Liquors, Inc's sponsor-wide assets declined 46.5%, from $1M to $566K.
Which ESOP plans are similar in size to Norwood Liquors, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lor Geotechnical Group Employee Stock Ownership Plan in CA ($1M, 13 participants).
Which ESOP plans cover a similar participant headcount to Norwood Liquors, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is N-Link Corporation Employee Stock Ownership Plan in OR (15 participants, $578K 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 113157066.

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.