ESOP · DOL Form 5500 · 2023

Wellington House, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
18
Participants Small participant base
24th
Percentile by assets National rank
$59,722
Avg per participant Low balance/head
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Official DOL plan name: Wellington House, Inc. Employee Stock Ownership Plan & Trust · Sponsored by Wellington House, Inc. · Oregon · Manufacturing

$1M in assets, 18 participants

Wellington House, Inc.'s Wellington House, Inc. Employee Stock Ownership Plan & Trust reported $1M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,982 in Manufacturing (18,722 peers)

Wellington House, Inc. multi-year trail

Wellington House, Inc.'s plans moved +34.4% in assets from 2022 to 2024; this filing shows Wellington House, Inc. Employee Stock Ownership Plan & Trust at $1M / 18 participants.

#1,982
in Manufacturing (18,722 peers)
+19.4%
assets growth YoY

Wellington House, Inc. Employee Stock Ownership Plan & Trust among the smaller filed plans by assets

Wellington House, Inc. Employee Stock Ownership Plan & Trust vs every filed plan by assets

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

$1,075,000 24th percentile higher than 24% 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

Wellington House, Inc. Employee Stock Ownership Plan & 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. Wellington House, Inc. Employee Stock Ownership Plan & Trust is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wellington House, Inc. Employee Stock Ownership Plan & Trust reported net income fell from $426K in the plan year 2022 filing to $202K in the plan year 2023 filing.
  • Wellington House, Inc. Employee Stock Ownership Plan & Trust end-of-year assets rose from $900K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Wellington House, Inc. Employee Stock Ownership Plan & Trust reported participants fell from 19 in the plan year 2022 filing to 18 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 930921768 · Wellington House, Inc. PY 2023 · ESOP

Wellington House, Inc. Employee Stock Ownership Plan & Trust · $1M · 18 · 24th

  • NET $1M
  • BOOK 18
  • VS-ST 24th
  • BOY ESOP
  • SCH near Lewis Brass & Copper Company Holding Company Employee Stock Ownership Plan
  • EBSA ind #1982

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 →

Wellington House, Inc. Employee Stock Ownership Plan & Trust in the asset neighbourhood

Wellington House, Inc. Employee Stock Ownership Plan & TrustWellington House, Inc. Emplo…$1MLewis Brass & Copper Company Holding Company Employee Stock Ownership PlanLewis Brass & Copper Company…$1MStrategies to Empower People Employee Stock Ownership PlanStrategies to Empower People…$1MPieper-Houston Electric Employee Stock Ownership PlanPieper-Houston Electric Empl…$1MThompson Company, Inc. Employee Stock Ownership PlanThompson Company, Inc. Emplo…$1M
End-of-year total assets ($M) among Wellington House, Inc. Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Wellington House, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wellington House, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 34.44444444444444% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M$1.3M 202220232024 $0.9M $1.21M ▲ +34.4%
Year Plans Participants Total Assets
2022 1 19 $900K
2023 1 18 $1M
2024 1 19 $1M

Wellington House, Inc. filing trail (2023)

Total Assets (Beginning of Year)$900K
Net Assets (End of Year)$678K
Net Income$202K
Employer EIN930921768
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oregon

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

Wellington House, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300 Total assets ($M) Participants Wellington House, Inc. Employee Stock Ownership Plan & Trust, Total assets ($M): 1.075 · Participants: 18Wellington House, Inc. Employee Stock Ownership Plan & TrustBob'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
Wellington House, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Wellington House, Inc. Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

Wellington House, Inc. Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Lewis Brass & Copper Company Holding Company Employee Stock Ownership Plan in FL ($1M); by covered participants it is Endpoint Solutions Corp. Employee Stock Ownership Plan in WI (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Wellington House, Inc. Employee Stock Ownership Plan & Trust assets move in 2023? ▼
Wellington House, Inc. Employee Stock Ownership Plan & Trust grew sharply - up 19.4% during 2023, from $900K to $1M. Reported net income was $202K.
How have Wellington House, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wellington House, Inc.'s sponsor-wide assets grew 34.4%, from $900K to $1M.
Where does Wellington House, Inc. Employee Stock Ownership Plan & Trust rank by assets among Form 5500 filers? ▼
Wellington House, Inc. Employee Stock Ownership Plan & Trust ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Wellington House, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Lewis Brass & Copper Company Holding Company Employee Stock Ownership Plan in FL ($1M, 6 participants).
Which ESOP plans cover a similar participant headcount to Wellington House, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Endpoint Solutions Corp. Employee Stock Ownership Plan in WI (18 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 930921768.

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.