ESOP · DOL Form 5500 · 2023
Weller Pools USA, Inc. ESOP
Data updated 2026-08-11
- $13M
- Total assets
- 26
- Participants
- 65th
- Percentile by assets
- $517,500
- Avg per participant
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.
- 65th percentile by assets (of 127,072 plans)
- #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.
- $13M
- total plan assets (2023 EOY)
- 26
- covered participants
- 65th
- percentile by assets (of 127,072 plans)
- $517,500
- avg assets per participant
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.
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.
Weller Pools USA, Inc. across 3 plan years on file
Across the 3 plan years Weller Pools USA, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $12M to $14M, a gain of 16.5%, while reported participants moved from 32 to 26 (-18.8%). Peak year by sponsor assets: 2024 ($14M); trough: 2022 ($12M).
Weller Pools USA, Inc. multi-year asset trail
| 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 EIN | 261498214 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING 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
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $11.8B · 141,229
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $836M · 15,500
- Rsr Employee Stock Ownership Plan $390M · 382
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan $368M · 233
- Thirty Fifteen Employee Stock Ownership Plan $324M · 5,365
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Weller Pools USA, Inc. ESOP and Trust by total assets, not by location.
Frequently Asked Questions
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Next read for Weller Pools USA, Inc. ESOP and Trust
Multi-year trail
Ways to act on Weller Pools USA, Inc. ESOP and Trust's numbers.
- By total assets, Weller Pools USA, Inc. ESOP and Trust ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Florida. Compare plans
- Weller Pools USA, Inc.'s sponsor-wide assets have grown 16.5% since 2022 across 3 plan years on file. More Construction plans