ESOP · DOL Form 5500 · 2023

Wood-Mizer Holdings, Inc ESOP

Data updated 2026-08-25

$115M
Total assets Near avg plan size
509
Participants Below avg headcount
92nd
Percentile by assets National rank
$225,651
Avg per participant Above avg balance/head
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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.

  • #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.

#16,473
in Manufacturing (18,722 peers)
-0.4%
assets change YoY
1.2×
vs typical plan assets (national mean)

Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$114,856,156 Top 8% higher than 92% 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

Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (509 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

DOL schedule card

Filing strip 351295069 · Wood-Mizer Holdings, Inc PY 2023 · ESOP

Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan · $115M · 509 · 92nd

  • EBSA $115M
  • EBSA 509
  • EBSA 92nd
  • EBSA ESOP
  • EBSA near Alterman Group, Inc. Employee Stock Ownership Plan
  • EBSA ind #16473

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 Indiana →

Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Greatland Corporation Employee Stock Ownership PlanGreatland Corporation Employ…$116MWood-Mizer Holdings, Inc. Employee Stock Ownership PlanWood-Mizer Holdings, Inc. Em…$115MAlterman Group, Inc. Employee Stock Ownership PlanAlterman Group, Inc. Employe…$115MPrentke-Romich Company Employee Stock Ownership PlanPrentke-Romich Company Emplo…$115MThe Plexsys Interface Products, Inc. Employee Stock Ownership PlanThe Plexsys Interface Produc…$114M
End-of-year total assets ($M) among Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$115M
Net Assets (End of Year)$111M
Net Income$2M
Employer EIN351295069
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wood-Mizer Holdings, Inc)

Sponsor-wide plan assets over time

All Wood-Mizer Holdings, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$137M 1.8984989950849063% vs 2022
2024 filing year
$134M$136M$138M$140M$142M$144M 202220232024 $139M $137M ▼ -1.9%
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 Scatter plot of 6 data points. 01000200030004000 00.511.522.5 Total assets ($B) Participants Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.114856156 · Participants: 509Wood-Mizer Holdings, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial Solutions, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan
Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Alterman Group, Inc. Employee Stock Ownership Plan in TX ($115M); by covered participants it is R.S. Hughes Company, Inc. Employee Stock Ownership Plan in CA (509 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (509 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 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).
Which ESOP plans cover a similar participant headcount to Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is R.S. Hughes Company, Inc. Employee Stock Ownership Plan in CA (509 participants, $198M 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 351295069.

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.