ESOP · DOL Form 5500 · 2023
Wetzel-Valley Agencies, Inc. ESOP
Data updated 2026-08-25
- $357K
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $35,723
- Avg per participant Low balance/head
Official DOL plan name: Wetzel-Valley Agencies, Inc. Employee Stock Ownership Plan · Sponsored by Wetzel-Valley Agencies, Inc. · West Virginia · Finance & Insurance
$357K in assets, 10 participants
Wetzel-Valley Agencies, Inc.'s Wetzel-Valley Agencies, Inc. Employee Stock Ownership Plan reported $357K in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.
- #774 in Finance & Insurance (8,869 peers)
2023 asset change
Wetzel-Valley Agencies, Inc. Employee Stock Ownership Plan contracted severely 70.8% in 2023 ($1M → $357K) for 10 participants.
- #774
- in Finance & Insurance (8,869 peers)
- -70.8%
- assets change YoY
The plan reported a net loss of $906K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wetzel-Valley Agencies, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Wetzel-Valley Agencies, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$357,225 15th percentile higher than 15% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Wetzel-Valley Agencies, Inc. Employee Stock Ownership Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wetzel-Valley Agencies, Inc. Employee Stock Ownership Plan is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wetzel-Valley Agencies, Inc. Employee Stock Ownership Plan reported net income fell from -$465K in the plan year 2022 filing to -$906K in the plan year 2023 filing.
- Wetzel-Valley Agencies, Inc. Employee Stock Ownership Plan end-of-year assets fell from $1M in the plan year 2022 filing to $357K in the plan year 2023 filing.
- Wetzel-Valley Agencies, Inc. Employee Stock Ownership Plan reported participants fell from 11 in the plan year 2022 filing to 10 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 550457330 · Wetzel-Valley Agencies, Inc. PY 2023 · ESOP
Wetzel-Valley Agencies, Inc. Employee Stock Ownership Plan · $357K · 10 · 15th
- ASSETS $357K
- ASSETS 10
- ASSETS 15th
- ASSETS ESOP
- ASSETS near Banik Communications, Inc. Employee Stock Ownership Plan
- ASSETS ind #774
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 West Virginia →
Wetzel-Valley Agencies, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Wetzel-Valley Agencies, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Wetzel-Valley Agencies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $1M |
| 2023 | 1 | 10 | $357K |
| 2024 | 1 | 3 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $319K |
| Net Income | -$906K |
| Employer EIN | 550457330 |
| Plan Effective Date | 1971-07-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in West Virginia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Triton Employee Stock Ownership Plan $82M · 61
- Port Amherst, Ltd. Employee Stock Ownership Plan $43M · 325
- Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan $37M · 1,687
- Weirton Geriatric Center, Inc. Employees' Stock Ownership Plan $29M · 137
- Cgp Foods Inc. Employee Stock Ownership Plan $21M · 282
Wetzel-Valley Agencies, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside West Virginia, the nearest ESOP by assets is Banik Communications, Inc. Employee Stock Ownership Plan in MT ($350K); by covered participants it is Mantech International Corporation Employee Stock Ownership Plan in VA (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($357K here).
Similar participant headcount
Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.
- Mantech International Corporation Employee Stock Ownership Plan (VA) 10 · 0 off
- Ralph Andersen & Associates Employee Stock Ownership Plan (CA) 10 · 0 off
- Automatic Pump & Equipment Company, Inc. Employee Stock Ownership Plan (TX) 10 · 0 off
- Corbin Design, Inc. Employee Stock Ownership Plan (MI) 10 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.