ESOP · DOL Form 5500 · 2023

Weller Pools USA, Inc. ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
26
Participants Small participant base
65th
Percentile by assets National rank
$517,500
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Weller Pools USA, Inc. ESOP and Trust · Sponsored by Weller Pools USA, Inc. · Florida · Construction

$13M in assets, 26 participants

Weller Pools USA, Inc.'s Weller Pools USA, Inc. ESOP and Trust reported $13M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #5,733 in Construction (9,030 peers)

Weller Pools USA, Inc. multi-year trail

Weller Pools USA, Inc.'s plans moved +16.5% in assets from 2022 to 2024; this filing shows Weller Pools USA, Inc. ESOP and Trust at $13M / 26 participants.

#5,733
in Construction (9,030 peers)
+8.2%
assets growth YoY

The plan reported a net loss of $875K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Weller Pools USA, Inc. ESOP and Trust's mid-pack asset rank among Construction and all filers

Weller Pools USA, Inc. ESOP and Trust vs every filed plan by assets

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

$13,455,000 Top 35% higher than 65% 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

Weller Pools USA, Inc. ESOP and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Weller Pools USA, Inc. ESOP and Trust is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Weller Pools USA, Inc. ESOP and Trust reported net income fell from $1M in the plan year 2022 filing to -$875K in the plan year 2023 filing.
  • Weller Pools USA, Inc. ESOP and Trust reported participants fell from 32 in the plan year 2022 filing to 26 in the plan year 2023 filing.
  • Weller Pools USA, Inc. ESOP and Trust end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 261498214 · Weller Pools USA, Inc. PY 2023 · ESOP

Weller Pools USA, Inc. ESOP and Trust · $13M · 26 · 65th

  • RANK $13M
  • PHOTO 26
  • IND 65th
  • EOY ESOP
  • 5500 near First National Bank of Eastern Arkansas Employee Stock Ownership Plan
  • ASSETS ind #5733

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 Florida →

Weller Pools USA, Inc. ESOP and Trust in the asset neighbourhood

Weller Pools USA, Inc. ESOP and TrustWeller Pools USA, Inc. ESOP …$13MFirst National Bank of Eastern Arkansas Employee Stock Ownership PlanFirst National Bank of Easte…$13MO. K. Tire Store, Inc Employee Stock Ownership PlanO. K. Tire Store, Inc Employ…$13MBank Midwest and Affiliates Employee Stock Ownership PlanBank Midwest and Affiliates …$13MGray-Hodges Corporation Employee Stock Ownership PlanGray-Hodges Corporation Empl…$13M
End-of-year total assets ($M) among Weller Pools USA, Inc. ESOP and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Weller Pools USA, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Weller Pools USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 16.470588235294116% vs 2022
2024 filing year
$12M$13M$14M$15M 202220232024 $12.4M $14.5M ▲ +16.5%
Year Plans Participants Total Assets
2022 1 32 $12M
2023 1 26 $13M
2024 1 26 $14M

Weller Pools USA, Inc. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income-$875K
Employer EIN261498214
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Weller Pools USA, Inc. ESOP and Trust vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Weller Pools USA, Inc. ESOP and Trust, Total assets ($B): 0.013455 · Participants: 26Weller Pools USA, Inc. ESOP and TrustPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen Employee Stock Ownership Plan
Weller Pools USA, Inc. ESOP and Trust vs. nearby ESOP plans in Florida, assets vs. participants
Compare Weller Pools USA, Inc. ESOP and Trust side-by-side with 3 peers →

Weller Pools USA, Inc. ESOP and Trust's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is First National Bank of Eastern Arkansas Employee Stock Ownership Plan in AR ($13M); by covered participants it is Ringland-Johnson, Inc. Employee Stock Ownership Plan in IL (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Weller Pools USA, Inc. ESOP and Trust assets move in 2023? ▼
Weller Pools USA, Inc. ESOP and Trust grew at a solid clip - up 8.2% during 2023, from $12M to $13M. Reported net income was -$875K.
How have Weller Pools USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Weller Pools USA, Inc.'s sponsor-wide assets grew 16.5%, from $12M to $14M.
Which ESOP plans are similar in size to Weller Pools USA, Inc. ESOP and Trust? ▼
Among ESOP plans in other states, the closest by assets is First National Bank of Eastern Arkansas Employee Stock Ownership Plan in AR ($13M, 113 participants).
Which ESOP plans cover a similar participant headcount to Weller Pools USA, Inc. ESOP and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Ringland-Johnson, Inc. Employee Stock Ownership Plan in IL (26 participants, $17M 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 261498214.

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.