ESOP · DOL Form 5500 · 2022

Wilson Senior Care, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
319
Participants Below avg headcount
66th
Percentile by assets National rank
$33,098
Avg per participant Low balance/head
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Official DOL plan name: Wilson Senior Care, Inc. Employee Stock Ownership Plan · Sponsored by Wilson Senior Care, Inc. · South Carolina · Healthcare & Social Assistance

$11M in assets, 319 participants

Wilson Senior Care, Inc.'s Wilson Senior Care, Inc. Employee Stock Ownership Plan reported $11M in total assets and 319 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #14,314 in Healthcare & Social Assistance (20,060 peers)

Wilson Senior Care, Inc. multi-year trail

Wilson Senior Care, Inc.'s plans moved +19.7% in assets from 2022 to 2024; this filing shows Wilson Senior Care, Inc. Employee Stock Ownership Plan at $11M / 319 participants.

#14,314
in Healthcare & Social Assistance (20,060 peers)
-23.6%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wilson Senior Care, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Wilson Senior Care, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$10,558,186 Top 34% higher than 66% 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

Wilson Senior Care, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wilson Senior Care, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (319 participants).

Published 5500 schedule card

Filing strip 570798718 · Wilson Senior Care, Inc. PY 2022 · ESOP

Wilson Senior Care, Inc. Employee Stock Ownership Plan · $11M · 319 · 66th

  • PHOTO $11M
  • PHOTO 319
  • PHOTO 66th
  • PHOTO ESOP
  • PHOTO near Hmn Financial, Inc. Employee Stock Ownership Plan
  • PHOTO ind #14314

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 South Carolina →

Wilson Senior Care, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Wilson Senior Care, Inc. Employee Stock Ownership PlanWilson Senior Care, Inc. Emp…$11MHmn Financial, Inc. Employee Stock Ownership PlanHmn Financial, Inc. Employee…$11MA. Epstein & Sons International, Inc. Employee Stock Ownership PlanA. Epstein & Sons Internatio…$11MSimventions, Inc. Employee Stock Ownership PlanSimventions, Inc. Employee S…$11MRedpath and Company, Ltd Employee Stock Ownership PlanRedpath and Company, Ltd Emp…$11M
End-of-year total assets ($M) among Wilson Senior Care, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Wilson Senior Care, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wilson Senior Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 19.650227848793193% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $18.4M $22.1M ▲ +19.6%
Year Plans Participants Total Assets
2022 2 619 $18M
2023 2 579 $19M
2024 2 727 $22M

Wilson Senior Care, Inc. filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$3M
Employer EIN570798718
Plan Effective Date2003-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in South Carolina

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

Wilson Senior Care, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 0100200300400500 01020304050 Total assets ($M) Participants Wilson Senior Care, Inc. Employee Stock Ownership Plan, Total assets ($M): 10.558186 · Participants: 319Wilson Senior Care, Inc. Employee Stock Ownership PlanBonitz, Inc. Employee Stock Ownership Plan, Total assets ($M): 47.562592 · Participants: 397Bonitz, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 20.970729 · Participants: 40Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 15.319 · Participants: 242Synergi Employee Stock Ownership PlanEmployees Stock Ownership Plan of Emory Wilson Process, Inc., Total assets ($M): 13.911741 · Participants: 53Employees Stock Ownership Plan of Emory Wilson Process, Inc.Oobe Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 12.792 · Participants: 34Oobe Holdings, Inc. Employee Stock Ownership Plan
Wilson Senior Care, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants
Compare Wilson Senior Care, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Wilson Senior Care, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside South Carolina, the nearest ESOP by assets is Hmn Financial, Inc. Employee Stock Ownership Plan in MN ($11M); by covered participants it is Cambridge Bancorp Employee Stock Ownership Plan in MA (319 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (319 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 Wilson Senior Care, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Wilson Senior Care, Inc. Employee Stock Ownership Plan declined sharply - down 23.6% during 2022, from $14M to $11M. Reported net income was -$3M.
How have Wilson Senior Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wilson Senior Care, Inc.'s sponsor-wide assets grew 19.7%, from $18M to $22M.
Which ESOP plans are similar in size to Wilson Senior Care, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hmn Financial, Inc. Employee Stock Ownership Plan in MN ($11M, 157 participants).
Which ESOP plans cover a similar participant headcount to Wilson Senior Care, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cambridge Bancorp Employee Stock Ownership Plan in MA (319 participants, $23M 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 570798718.

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.