ESOP · DOL Form 5500 · 2022

The Walman Optical Company ESOP

Data updated 2026-08-11

$63M
Total assets
1,166
Participants
90th
Percentile by assets
$53,841
Avg per participant
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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.

  • 90th percentile by assets (of 139,126 plans)
  • #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.

$63M
total plan assets (2022 EOY)
1,166
covered participants
90th
percentile by assets (of 139,126 plans)
$53,841
avg assets per participant
State
Industry

The Walman Optical Company Employee Stock Ownership Plan vs the 2022 asset distribution

By assets, The Walman Optical Company Employee Stock Ownership Plan outranks 90% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

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)

$-50M$0M$50M$100M$150M$200M 202220232024 $160M $1.7M ▼ -98.9%
Total plan assets by year, all The Walman Optical Company plans on file
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

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 C…Andersen Corporation…Hormel Foods Corpora…Kingdom Enterprises,…Force America Inc. E…Polaris Inc. Employe…
The Walman Optical Company Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to The Walman Optical Company Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for The Walman Optical Company Employee Stoc…

Scale reading

Ways to act on The Walman Optical Company Employee Stock Ownership Plan's numbers.

  • By total assets, The Walman Optical Company Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Minnesota. Compare plans
  • The Walman Optical Company's sponsor-wide assets have declined 98.9% since 2022 across 3 plan years on file. More Manufacturing plans