ESOP · DOL Form 5500 · 2023

Willette Acquisition Corp ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
98
Participants Small participant base
41st
Percentile by assets National rank
$42,829
Avg per participant Low balance/head
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Official DOL plan name: Allied Vaughn Employee Stock Ownership Plan · Sponsored by Willette Acquisition Corp · Minnesota · Professional & Technical Services

$4M in assets, 98 participants

Willette Acquisition Corp's Allied Vaughn Employee Stock Ownership Plan reported $4M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,840 in Professional & Technical Services (20,321 peers)

Willette Acquisition Corp multi-year trail

Willette Acquisition Corp's plans moved -38.1% in assets from 2022 to 2024; this filing shows Allied Vaughn Employee Stock Ownership Plan at $4M / 98 participants.

#7,840
in Professional & Technical Services (20,321 peers)
-6.6%
assets change YoY

The plan reported a net loss of $299K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Allied Vaughn Employee Stock Ownership Plan vs every filed plan by assets

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

$4,197,205 41st percentile higher than 41% 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

Allied Vaughn 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. Allied Vaughn Employee Stock Ownership Plan is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allied Vaughn Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2022 filing to -$299K in the plan year 2023 filing.
  • Allied Vaughn Employee Stock Ownership Plan reported participants rose from 79 in the plan year 2022 filing to 98 in the plan year 2023 filing.
  • Allied Vaughn Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 411987106 · Willette Acquisition Corp PY 2023 · ESOP

Allied Vaughn Employee Stock Ownership Plan · $4M · 98 · 41st

  • PCT $4M
  • PCT 98
  • PCT 41st
  • PCT ESOP
  • PCT near Alvest S.a.S Employee Stock Ownership Plan
  • PCT ind #7840

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 Minnesota →

Allied Vaughn Employee Stock Ownership Plan in the asset neighbourhood

Allied Vaughn Employee Stock Ownership PlanAllied Vaughn Employee Stock…$4MAlvest S.a.S Employee Stock Ownership PlanAlvest S.a.S Employee Stock …$4MNewberry Group Incorporated Employee Stock Ownership PlanNewberry Group Incorporated …$4MWise Consulting Associates, Inc. Profit Sharing PlanWise Consulting Associates, …$4MThe Comrex Corporation Employee Stock Ownership PlanThe Comrex Corporation Emplo…$4M
End-of-year total assets ($M) among Allied Vaughn Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Willette Acquisition Corp multi-year asset trail

Sponsor-wide plan assets over time

All Willette Acquisition Corp plans reported in each filing year

Latest sponsor-wide plan assets
$6M 38.12151202736899% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $8.98M $5.56M ▼ -38.1%
Year Plans Participants Total Assets
2022 2 196 $9M
2023 1 98 $4M
2024 1 120 $6M

Willette Acquisition Corp filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$299K
Employer EIN411987106
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Minnesota

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

Allied Vaughn Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Allied Vaughn Employee Stock Ownership Plan, Total assets ($M): 4.197205 · Participants: 98Allied Vaughn Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 899.073238 · Participants: 11644Andersen Corporation Employee Stock Ownership PlanKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 497.538965 · Participants: 789Kingdom Enterprises, Inc. Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 432.374379 · Participants: 446Landscape Structures, Inc. Employee Stock Ownership Plan and TrustHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 431.874919 · Participants: 4575Hormel Foods Corporation Joint Earnings Profit Sharing TrustForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 426.610266 · Participants: 412Force America Inc. Employee Stock Ownership Plan
Allied Vaughn Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Allied Vaughn Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest ESOP by assets is Alvest S.a.S Employee Stock Ownership Plan in CT ($4M); by covered participants it is New Glarus Brewing Company Employee Stock Ownership Plan in WI (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Allied Vaughn Employee Stock Ownership Plan assets move in 2023? ▼
Allied Vaughn Employee Stock Ownership Plan pulled back noticeably - down 6.6% during 2023, from $4M to $4M. Reported net income was -$299K.
How have Willette Acquisition Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willette Acquisition Corp's sponsor-wide assets declined 38.1%, from $9M to $6M.
Which ESOP plans are similar in size to Allied Vaughn Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Alvest S.a.S Employee Stock Ownership Plan in CT ($4M, 886 participants).
Which ESOP plans cover a similar participant headcount to Allied Vaughn Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is New Glarus Brewing Company Employee Stock Ownership Plan in WI (98 participants, $25M 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 411987106.

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.