ESOP · DOL Form 5500 · 2022

Woodmansee Insurance Inc ESOP

Data updated 2026-08-25

$456K
Total assets Small plan by assets
13
Participants Small participant base
17th
Percentile by assets National rank
$35,088
Avg per participant Low balance/head
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Official DOL plan name: Woodmansee Insurance, Inc. Employee Stock Ownership Plan · Sponsored by Woodmansee Insurance Inc · Rhode Island · Finance & Insurance

$456K in assets, 13 participants

Woodmansee Insurance Inc's Woodmansee Insurance, Inc. Employee Stock Ownership Plan reported $456K in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 17th 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.

  • #1,041 in Finance & Insurance (9,261 peers)

Woodmansee Insurance Inc multi-year trail

Woodmansee Insurance Inc's plans moved +41.4% in assets from 2022 to 2024; this filing shows Woodmansee Insurance, Inc. Employee Stock Ownership Plan at $456K / 13 participants.

#1,041
in Finance & Insurance (9,261 peers)
-0.8%
assets change YoY

The plan reported a net loss of $4K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Woodmansee Insurance, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

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

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

$456,142 17th percentile higher than 17% 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

Woodmansee Insurance, 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. Woodmansee Insurance, Inc. Employee Stock Ownership Plan is a small filing (13 participants) on this national headcount ladder.

DOL schedule card

Filing strip 050316252 · Woodmansee Insurance Inc PY 2022 · ESOP

Woodmansee Insurance, Inc. Employee Stock Ownership Plan · $456K · 13 · 17th

  • RANK $456K
  • PHOTO 13
  • IND 17th
  • EOY ESOP
  • 5500 near Bass Cabinet Manufacturing, Inc. Employee Stock Ownership Plan
  • ASSETS ind #1041

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 Rhode Island →

Woodmansee Insurance, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Woodmansee Insurance, Inc. Employee Stock Ownership PlanWoodmansee Insurance, Inc. E…$456KBass Cabinet Manufacturing, Inc. Employee Stock Ownership PlanBass Cabinet Manufacturing, …$456KOates Associates, Inc. Employee Stock Ownership PlanOates Associates, Inc. Emplo…$458KE-Pak Machinery, Inc. Employee Stock Ownership PlanE-Pak Machinery, Inc. Employ…$459KHall Directory Employee Stock Ownership PlanHall Directory Employee Stoc…$460K
End-of-year total assets ($M) among Woodmansee Insurance, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Woodmansee Insurance Inc multi-year asset trail

Sponsor-wide plan assets over time

All Woodmansee Insurance Inc plans reported in each filing year

Latest sponsor-wide plan assets
$645K 41.360804310938256% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M 202220232024 $0.46M $0.64M ▲ +39.1%
Year Plans Participants Total Assets
2022 1 13 $456K
2023 1 12 $535K
2024 1 11 $645K

Woodmansee Insurance Inc filing trail (2022)

Total Assets (Beginning of Year)$460K
Net Assets (End of Year)$456K
Net Income-$4K
Employer EIN050316252
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Rhode Island

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

Woodmansee Insurance, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Woodmansee Insurance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000456142 · Participants: 13Woodmansee Insurance, Inc. Employee Stock Ownership PlanThe Bank of America Transferred Savings Account Plan, Total assets ($B): 1.006839487 · Participants: 5057The Bank of America Transferred Savings Account PlanCentury Drywall, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.064594 · Participants: 43Century Drywall, Inc. Employee Stock Ownership PlanThielsch Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.057979722 · Participants: 481Thielsch Engineering, Inc. Employee Stock Ownership PlanNewport Harbor Corporation Employee Stock Ownership Plan, Total assets ($B): 0.052510526 · Participants: 1057Newport Harbor Corporation Employee Stock Ownership PlanBeta Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.018113029 · Participants: 166Beta Group, Inc. Employee Stock Ownership Plan
Woodmansee Insurance, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Rhode Island, assets vs. participants
Compare Woodmansee Insurance, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Rhode Island, the nearest ESOP by assets is Bass Cabinet Manufacturing, Inc. Employee Stock Ownership Plan in AZ ($456K); by covered participants it is Mid-States Glass and Metals, Inc. Employee Stock Ownership Plan in IL (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Woodmansee Insurance, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Woodmansee Insurance, Inc. Employee Stock Ownership Plan held essentially flat - down 0.8% during 2022, from $460K to $456K. Reported net income was -$4K.
How have Woodmansee Insurance Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Woodmansee Insurance Inc's sponsor-wide assets grew 41.4%, from $456K to $645K.
Where does Woodmansee Insurance, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Woodmansee Insurance, Inc. Employee Stock Ownership Plan ranks in the 17th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Woodmansee Insurance, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bass Cabinet Manufacturing, Inc. Employee Stock Ownership Plan in AZ ($456K, 8 participants).
Which ESOP plans cover a similar participant headcount to Woodmansee Insurance, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mid-States Glass and Metals, Inc. Employee Stock Ownership Plan in IL (13 participants, $2M 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 050316252.

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.