ESOP · DOL Form 5500 · 2023

Wood-Mizer Holdings, Inc ESOP

Data updated 2026-08-11

$115M
Total assets: 509
Participants: 92nd
Percentile by assets: $225,651
Avg per participant

Official DOL plan name: Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Wood-Mizer Holdings, Inc · Indiana · Manufacturing

$115M in assets, 509 participants

Wood-Mizer Holdings, Inc's Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan reported $115M in total assets and 509 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

92nd percentile by assets (of 127,072 plans)
#16,473 in Manufacturing (18,722 peers)

Where Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan sits by assets

Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $115M for 509 participants (~$225,651/participant), down 0.4% in 2023.

$115M
total plan assets (2023 EOY): 509
covered participants: 92nd
percentile by assets (of 127,072 plans): $225,651
avg assets per participant

Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan reported net income rose from -$35M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 464 in the plan year 2022 filing to 509 in the plan year 2023 filing.
Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $115M in the plan year 2022 filing to $115M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Indiana

Industry

Manufacturing

Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$115M
Net Assets (End of Year)	$111M
Net Income	$2M
Employer EIN	351295069
Plan Effective Date	2004-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Wood-Mizer Holdings, Inc)

Total plan assets by year, all Wood-Mizer Holdings, Inc plans on file

Year	Plans	Participants	Total Assets
2022	2	891	$139M
2023	2	984	$142M
2024	2	924	$137M

Nearby ESOP Plans in Indiana

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

Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants

Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $1.9B · 3,535
Urschel Laboratories Employee Stock Ownership Plan $366M · 487
Nibco Inc. Employee Stock Ownership Plan $365M · 1,242
Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $139M · 363
Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $135M · 558

Compare Wood-Mizer Holdings, Inc. Employee Stock… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.

Alterman Group, Inc. Employee Stock Ownership Plan (TX) $115M · 287
Prentke-Romich Company Employee Stock Ownership Plan (OH) $115M · 313
The Plexsys Interface Products, Inc. Employee Stock Ownership Plan (WA) $114M · 183
Greatland Corporation Employee Stock Ownership Plan (MI) $116M · 123

Frequently Asked Questions

How did Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan held essentially flat - down 0.4% during 2023, from $115M to $115M. Reported net income was $2M.

How have Wood-Mizer Holdings, Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Wood-Mizer Holdings, Inc's sponsor-wide assets declined 1.9%, from $139M to $137M.

Where does Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which ESOP plans are similar in size to Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Alterman Group, Inc. Employee Stock Ownership Plan in TX ($115M, 287 participants).

Next read for Wood-Mizer Holdings, Inc. Employee Stock…

Scale reading

Ways to act on Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Wood-Mizer Holdings, Inc. 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 Indiana. Compare plans
Wood-Mizer Holdings, Inc's sponsor-wide assets have declined 1.9% since 2022 across 3 plan years on file. More Manufacturing plans

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 351295069.