ESOP · DOL Form 5500 · 2023

Wingswept Holding Company ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
59
Participants Small participant base
54th
Percentile by assets National rank
$138,714
Avg per participant Near avg balance/head
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Official DOL plan name: Wingswept Employee Stock Ownership Plan · Sponsored by Wingswept Holding Company · North Carolina · Professional & Technical Services

$8M in assets, 59 participants

Wingswept Holding Company's Wingswept Employee Stock Ownership Plan reported $8M in total assets and 59 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,712 in Professional & Technical Services (20,321 peers)

Wingswept Holding Company multi-year trail

Wingswept Holding Company's plans moved +2061.2% in assets from 2022 to 2024; this filing shows Wingswept Employee Stock Ownership Plan at $8M / 59 participants.

#10,712
in Professional & Technical Services (20,321 peers)
+1536.8%
assets growth 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.

Wingswept Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Wingswept Employee Stock Ownership Plan vs every filed plan by assets

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

$8,184,100 Top 46% higher than 54% 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

Wingswept 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. Wingswept Employee Stock Ownership Plan is a small filing (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wingswept Employee Stock Ownership Plan end-of-year assets rose from $500K in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Wingswept Employee Stock Ownership Plan reported net income fell from $500K in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Wingswept Employee Stock Ownership Plan reported participants fell from 72 in the plan year 2022 filing to 59 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 931880267 · Wingswept Holding Company PY 2023 · ESOP

Wingswept Employee Stock Ownership Plan · $8M · 59 · 54th

  • NET $8M
  • NET 59
  • NET 54th
  • NET ESOP
  • NET near Great Lakes Components Employee Stock Ownership Plan
  • NET ind #10712

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 North Carolina →

Wingswept Employee Stock Ownership Plan in the asset neighbourhood

Aei Consultants Employee Stock Ownership PlanAei Consultants Employee Sto…$8MWingswept Employee Stock Ownership PlanWingswept Employee Stock Own…$8MGreat Lakes Components Employee Stock Ownership PlanGreat Lakes Components Emplo…$8MDynamic Resources, Inc. Employee Stock Ownership PlanDynamic Resources, Inc. Empl…$8MJpra Architects, Ltd. Employee Stock Ownership PlanJpra Architects, Ltd. Employ…$8M
End-of-year total assets ($M) among Wingswept Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Wingswept Holding Company multi-year asset trail

Sponsor-wide plan assets over time

All Wingswept Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
$11M 2061.2113999999997% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $0.5M $10.8M ▲ +2062.0%
Year Plans Participants Total Assets
2022 1 72 $500K
2023 1 59 $8M
2024 1 61 $11M

Wingswept Holding Company filing trail (2023)

Total Assets (Beginning of Year)$500K
Net Assets (End of Year)-$2M
Net Income-$3M
Employer EIN931880267
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Carolina

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

Wingswept Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150200 Total assets ($M) Participants Wingswept Employee Stock Ownership Plan, Total assets ($M): 8.1841 · Participants: 59Wingswept Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 181.705477 · Participants: 1330Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 131.739406 · Participants: 922Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.490037 · Participants: 1028Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 102.100516 · Participants: 273Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 85.875992 · Participants: 144State Utility Contractors, Inc. Employee Stock Ownership Plan
Wingswept Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Wingswept Employee Stock Ownership Plan side-by-side with 3 peers →

Wingswept Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Great Lakes Components Employee Stock Ownership Plan in WI ($8M); by covered participants it is Generations Bank Employee Stock Ownership Plan in NY (59 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (59 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 Wingswept Employee Stock Ownership Plan assets move in 2023? ▼
Wingswept Employee Stock Ownership Plan surged - up 1536.8% during 2023, from $500K to $8M. Reported net income was -$3M.
How have Wingswept Holding Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wingswept Holding Company's sponsor-wide assets grew 2061.2%, from $500K to $11M.
Which ESOP plans are similar in size to Wingswept Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Great Lakes Components Employee Stock Ownership Plan in WI ($8M, 41 participants).
Which ESOP plans cover a similar participant headcount to Wingswept Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Generations Bank Employee Stock Ownership Plan in NY (59 participants, $1M 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 931880267.

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.