ESOP · DOL Form 5500 · 2023

Willbrook Solutions, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
71
Participants Small participant base
39th
Percentile by assets National rank
$53,408
Avg per participant Low balance/head
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Official DOL plan name: Willbrook Solutions, Inc. Employee Stock Ownership Plan · Sponsored by Willbrook Solutions, Inc. · Alabama · Professional & Technical Services

$4M in assets, 71 participants

Willbrook Solutions, Inc.'s Willbrook Solutions, Inc. Employee Stock Ownership Plan reported $4M in total assets and 71 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,438 in Professional & Technical Services (20,321 peers)

Willbrook Solutions, Inc. multi-year trail

Willbrook Solutions, Inc.'s plans moved -94.5% in assets from 2022 to 2024; this filing shows Willbrook Solutions, Inc. Employee Stock Ownership Plan at $4M / 71 participants.

#7,438
in Professional & Technical Services (20,321 peers)
+14.2%
assets growth YoY

Willbrook Solutions, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Willbrook Solutions, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,791,995 39th percentile higher than 39% of 127,068 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 2023

Willbrook Solutions, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Willbrook Solutions, Inc. Employee Stock Ownership Plan is a small filing (71 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Willbrook Solutions, Inc. Employee Stock Ownership Plan reported net income rose from $335K in the plan year 2022 filing to $471K in the plan year 2023 filing.
  • Willbrook Solutions, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 205868013 · Willbrook Solutions, Inc. PY 2023 · ESOP

Willbrook Solutions, Inc. Employee Stock Ownership Plan · $4M · 71 · 39th

  • NET $4M
  • BOOK 71
  • VS-ST 39th
  • BOY ESOP
  • SCH near Dee Paper Company, Inc. Employee Stock Ownership Plan
  • EBSA ind #7438

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 Alabama →

Willbrook Solutions, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Dee Paper Company, Inc. Employee Stock Ownership PlanDee Paper Company, Inc. Empl…$4MFhsi Employee Stock Ownership PlanFhsi Employee Stock Ownershi…$4MWillbrook Solutions, Inc. Employee Stock Ownership PlanWillbrook Solutions, Inc. Em…$4MSchena Roofing & Sheet Metal Company, Inc. Employee Stock Ownership PlanSchena Roofing & Sheet Metal…$4MSchena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership PlanSchena Roofing & Sheet Metal…$4M
End-of-year total assets ($M) among Willbrook Solutions, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Willbrook Solutions, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Willbrook Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 94.51368769095089% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $30.3M $1.66M ▼ -94.5%
Year Plans Participants Total Assets
2022 2 160 $30M
2023 2 152 $38M
2024 1 68 $2M

Willbrook Solutions, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$471K
Employer EIN205868013
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Alabama

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

Willbrook Solutions, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants Scatter plot of 6 data points. 050010001500 -2000200400600 Total assets ($M) Participants Willbrook Solutions, Inc. Employee Stock Ownership Plan, Total assets ($M): 3.791995 · Participants: 71Willbrook Solutions, Inc. Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 470.48798 · Participants: 1360Starfish Holdings, Inc. Employee Stock Ownership PlanInline Electric Employee Stock Ownership Plan, Total assets ($M): 196.496733 · Participants: 287Inline Electric Employee Stock Ownership PlanRadiance Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.105591 · Participants: 874Radiance Technologies, Inc. Employee Stock Ownership PlanSignature Homes Employee Stock Ownership Plan, Total assets ($M): 167.814551 · Participants: 123Signature Homes Employee Stock Ownership PlanEmployee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub, Total assets ($M): 126.850762 · Participants: 909Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub
Willbrook Solutions, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants
Compare Willbrook Solutions, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Alabama, the nearest ESOP by assets is Dee Paper Company, Inc. Employee Stock Ownership Plan in PA ($4M); by covered participants it is E80 Holdings, Inc. Employee Stock Ownership Plan in WI (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Willbrook Solutions, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Willbrook Solutions, Inc. Employee Stock Ownership Plan grew at a solid clip - up 14.2% during 2023, from $3M to $4M. Reported net income was $471K.
How have Willbrook Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willbrook Solutions, Inc.'s sponsor-wide assets declined 94.5%, from $30M to $2M.
Which ESOP plans are similar in size to Willbrook Solutions, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dee Paper Company, Inc. Employee Stock Ownership Plan in PA ($4M, 63 participants).
Which ESOP plans cover a similar participant headcount to Willbrook Solutions, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is E80 Holdings, Inc. Employee Stock Ownership Plan in WI (71 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 205868013.

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.