ESOP · DOL Form 5500 · 2022

The Walman Optical Company ESOP

Data updated 2026-08-25

$63M
Total assets Below avg plan size
1,166
Participants Near avg headcount
90th
Percentile by assets National rank
$53,841
Avg per participant Low balance/head
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Official DOL plan name: The Walman Optical Company Employee Stock Ownership Plan · Sponsored by The Walman Optical Company · Minnesota · Manufacturing

$63M in assets, 1,166 participants

The Walman Optical Company's The Walman Optical Company Employee Stock Ownership Plan reported $63M in total assets and 1,166 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #17,478 in Manufacturing (20,602 peers)

Where The Walman Optical Company Employee Stock Ownership Plan sits by assets

The Walman Optical Company Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $63M for 1,166 participants (~$53,841/participant), up 18.1% in 2022.

#17,478
in Manufacturing (20,602 peers)
+18.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The Walman Optical Company Employee Stock Ownership Plan's outsized position by total assets

The Walman Optical Company Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$62,779,056 Top 10% higher than 90% of 139,123 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 2022

The Walman Optical Company Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Walman Optical Company Employee Stock Ownership Plan lands in the large band (1,166 participants).

Form 5500 schedule snapshot

Filing strip 410598170 · The Walman Optical Company PY 2022 · ESOP

The Walman Optical Company Employee Stock Ownership Plan · $63M · 1,166 · 90th

  • TYPE $63M
  • TYPE 1,166
  • TYPE 90th
  • TYPE ESOP
  • TYPE near Paper Machinery Holding Corporation Employee Stock Ownership Plan
  • TYPE ind #17478

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 →

The Walman Optical Company Employee Stock Ownership Plan in the asset neighbourhood

Triton Employee Stock Ownership PlanTriton Employee Stock Owners…$63MPaper Machinery Holding Corporation Employee Stock Ownership PlanPaper Machinery Holding Corp…$63MThe Walman Optical Company Employee Stock Ownership PlanThe Walman Optical Company E…$63MAqua Metric Sales Company Employee Stock Ownership PlanAqua Metric Sales Company Em…$63MCci Holdings, Inc. Employee Stock Ownership PlanCci Holdings, Inc. Employee …$63M
End-of-year total assets ($M) among The Walman Optical Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$63M
Net Income$10M
Employer EIN410598170
Plan Effective Date1957-11-30
Filing StatusFILING RECEIVED

Sponsor Plan History (The Walman Optical Company)

Sponsor-wide plan assets over time

All The Walman Optical Company plans reported in each filing year

Latest sponsor-wide plan assets
$2M 98.93738516411288% vs 2022
2024 filing year
$0M$50M$100M$150M$200M 202220232024 $160M $1.7M ▼ -98.9%
Year Plans Participants Total Assets
2022 2 2,266 $160M
2023 2 2,277 $105M
2024 2 1,418 $2M

Nearby ESOP Plans in Minnesota

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

The Walman Optical Company Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 0200400600800 Total assets ($M) Participants The Walman Optical Company Employee Stock Ownership Plan, Total assets ($M): 62.779056 · Participants: 1166The Walman Optical Company Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 646.711049 · Participants: 9416Andersen Corporation Employee Stock Ownership PlanHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 486.260676 · Participants: 4373Hormel Foods Corporation Joint Earnings Profit Sharing TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 399.591486 · Participants: 801Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 332.65286 · Participants: 359Force America Inc. Employee Stock Ownership PlanPolaris Inc. Employee Stock Ownership Plan, Total assets ($M): 313.049552 · Participants: 7981Polaris Inc. Employee Stock Ownership Plan
The Walman Optical Company Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare The Walman Optical Company Employee Stock Ownership Plan side-by-side with 3 peers →

The Walman Optical Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Paper Machinery Holding Corporation Employee Stock Ownership Plan in WI ($63M); by covered participants it is Litehouse, Inc. Employee Stock Ownership Plan in ID (1,174 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,166 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Walman Optical Company Employee Stock Ownership Plan assets move in 2022? ▼
The Walman Optical Company Employee Stock Ownership Plan grew sharply - up 18.1% during 2022, from $53M to $63M. Reported net income was $10M.
How have The Walman Optical Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Walman Optical Company's sponsor-wide assets declined 98.9%, from $160M to $2M.
Where does The Walman Optical Company Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Walman Optical Company Employee Stock Ownership Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to The Walman Optical Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Paper Machinery Holding Corporation Employee Stock Ownership Plan in WI ($63M, 197 participants).
Which ESOP plans cover a similar participant headcount to The Walman Optical Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Litehouse, Inc. Employee Stock Ownership Plan in ID (1,174 participants, $213M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410598170.

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.