ESOP · DOL Form 5500 · 2023
Country Willow, Ltd. ESOP
Data updated 2026-08-25
- $79K
- Total assets Small plan by assets
- 25
- Participants Small participant base
- 5th
- Percentile by assets National rank
- $3,155
- Avg per participant Low balance/head
Official DOL plan name: Country Willow Ltd. Employee Stock Ownership Plan · Sponsored by Country Willow, Ltd. · New York · Retail Trade
$79K in assets, 25 participants
Country Willow, Ltd.'s Country Willow Ltd. Employee Stock Ownership Plan reported $79K in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 5th 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.
- #684 in Retail Trade (8,414 peers)
Country Willow, Ltd. multi-year trail
Country Willow, Ltd.'s plans moved -99.7% in assets from 2022 to 2024; this filing shows Country Willow Ltd. Employee Stock Ownership Plan at $79K / 25 participants.
- #684
- in Retail Trade (8,414 peers)
- -81.1%
- assets change YoY
The plan reported a net loss of $120K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Country Willow Ltd. Employee Stock Ownership Plan among the smaller filed plans by assets
Country Willow Ltd. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$78,880 5th percentile higher than 5% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Country Willow Ltd. 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. Country Willow Ltd. Employee Stock Ownership Plan is a small filing (25 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Country Willow Ltd. Employee Stock Ownership Plan reported net income fell from $381K in the plan year 2022 filing to -$120K in the plan year 2023 filing.
- Country Willow Ltd. Employee Stock Ownership Plan end-of-year assets fell from $417K in the plan year 2022 filing to $79K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 133880813 · Country Willow, Ltd. PY 2023 · ESOP
Country Willow Ltd. Employee Stock Ownership Plan · $79K · 25 · 5th
- 5500 $79K
- 5500 25
- 5500 5th
- 5500 ESOP
- 5500 near Daniels Insurance Agency Inc - Employees Stock Ownership Plan
- 5500 ind #684
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 New York →
Country Willow Ltd. Employee Stock Ownership Plan in the asset neighbourhood
Country Willow, Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Country Willow, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1K 99.69295720591057% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25 | $417K |
| 2023 | 1 | 25 | $79K |
| 2024 | 1 | 25 | $1K |
Country Willow, Ltd. filing trail (2023)
| Total Assets (Beginning of Year) | $417K |
|---|---|
| Net Assets (End of Year) | -$2M |
| Net Income | -$120K |
| Employer EIN | 133880813 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Stewart's Shops Corp Employee Stock Ownership Plan $877M · 3,439
- North Coast Holdings Employee Stock Ownership Plan $406M · 4,467
- Griffon Corporation Employee Stock Ownership Plan $299M · 3,674
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $248M · 1,704
- H.C. Wainwright & Co. Employee Stock Ownership Plan $242M · 93
Country Willow Ltd. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New York, the nearest ESOP by assets is Daniels Insurance Agency Inc - Employees Stock Ownership Plan in NM ($79K); by covered participants it is Wvs Financial Corp. Employee Stock Ownership Plan in PA (25 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($79K here).
- Daniels Insurance Agency Inc - Employees Stock Ownership Plan (NM) $79K · 33
- Rmps Administrative Services, Inc., Employee Stock Ownership Plan (CO) $79K · 16
- Hill Administrative Services, Inc. Employee Stock Ownership and Profit Sharing Plan (FL) $78K · 33
- Sift Employee Stock Ownership Plan (MN) $80K · 42
Similar participant headcount
Nearest other-state filings by covered participants (25 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.