ESOP · DOL Form 5500 · 2023

W.P.E., Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
56
Participants Small participant base
31st
Percentile by assets National rank
$36,915
Avg per participant Low balance/head
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Official DOL plan name: W.P.E., Inc. Employee Stock Ownership Plan · Sponsored by W.P.E., Inc. · Oregon · Other Services

$2M in assets, 56 participants

W.P.E., Inc.'s W.P.E., Inc. Employee Stock Ownership Plan reported $2M in total assets and 56 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #4,372 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, W.P.E., Inc. Employee Stock Ownership Plan ranks #4,372 of 7,857 2023 filers by assets (971% of the sector average)-$2M for 56 participants.

#4,372
in Other Services (7,857 peers)
+41.2%
assets growth YoY

W.P.E., Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

W.P.E., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,067,253 31st percentile higher than 31% 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

W.P.E., Inc. 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. W.P.E., Inc. Employee Stock Ownership Plan is a small filing (56 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • W.P.E., Inc. Employee Stock Ownership Plan reported net income rose from $233K in the plan year 2022 filing to $603K in the plan year 2023 filing.
  • W.P.E., Inc. Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • W.P.E., Inc. Employee Stock Ownership Plan reported participants rose from 45 in the plan year 2022 filing to 56 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 930628213 · W.P.E., Inc. PY 2023 · ESOP

W.P.E., Inc. Employee Stock Ownership Plan · $2M · 56 · 31st

  • EOY $2M
  • EOY 56
  • EOY 31st
  • EOY ESOP
  • EOY near Payne Publishers Employee Stock Ownership Plan Tru
  • EOY ind #4372

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 Oregon →

W.P.E., Inc. Employee Stock Ownership Plan in the asset neighbourhood

W.P.E., Inc. Employee Stock Ownership PlanW.P.E., Inc. Employee Stock …$2MPayne Publishers Employee Stock Ownership Plan TruPayne Publishers Employee St…$2MBrown Construction, Inc. Employee Stock Ownership PlanBrown Construction, Inc. Emp…$2MMeyers Consulting Engineers Corporation ESOPMeyers Consulting Engineers …$2MCorbin Design, Inc. Employee Stock Ownership PlanCorbin Design, Inc. Employee…$2M
End-of-year total assets ($M) among W.P.E., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$603K
Employer EIN930628213
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (W.P.E., Inc.)

Sponsor-wide plan assets over time

All W.P.E., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 5.292297815961646% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.46M $1.54M ▲ +5.5%
Year Plans Participants Total Assets
2022 1 45 $1M
2023 1 56 $2M
2024 1 54 $2M

Nearby ESOP Plans in Oregon

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

W.P.E., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300 Total assets ($M) Participants W.P.E., Inc. Employee Stock Ownership Plan, Total assets ($M): 2.067253 · Participants: 56W.P.E., Inc. Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 235.753413 · Participants: 580Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 210.231629 · Participants: 1981Bi-Mart Corporation Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 204.304035 · Participants: 71Pacific Industrial Corp. Employee Stock Ownership PlanKey Knife, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.331686 · Participants: 69Key Knife, Inc. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 73.155492 · Participants: 200Northwest Pump & Equipment Co. Employee Stock Ownership Plan
W.P.E., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants
Compare W.P.E., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

W.P.E., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Payne Publishers Employee Stock Ownership Plan Tru in VA ($2M); by covered participants it is Created From the First National Bank Employee Stock Ownership Plan in IL (56 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (56 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 W.P.E., Inc. Employee Stock Ownership Plan assets move in 2023? ▼
W.P.E., Inc. Employee Stock Ownership Plan surged - up 41.2% during 2023, from $1M to $2M. Reported net income was $603K.
How have W.P.E., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W.P.E., Inc.'s sponsor-wide assets grew 5.3%, from $1M to $2M.
Which ESOP plans are similar in size to W.P.E., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Payne Publishers Employee Stock Ownership Plan Tru in VA ($2M, 21 participants).
Which ESOP plans cover a similar participant headcount to W.P.E., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Created From the First National Bank Employee Stock Ownership Plan in IL (56 participants, N/A 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 930628213.

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.