ESOP · DOL Form 5500 · 2023

Welbro Building Corporation ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
75
Participants Small participant base
35th
Percentile by assets National rank
$38,068
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Welbro ESOP and Trust · Sponsored by Welbro Building Corporation · Florida · Construction

$3M in assets, 75 participants

Welbro Building Corporation's Welbro ESOP and Trust reported $3M in total assets and 75 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,971 in Construction (9,030 peers)

Welbro Building Corporation multi-year trail

Welbro Building Corporation's plans moved -65.1% in assets from 2022 to 2024; this filing shows Welbro ESOP and Trust at $3M / 75 participants.

#2,971
in Construction (9,030 peers)
+63.1%
assets growth YoY

Welbro ESOP and Trust's mid-pack asset rank among Construction and all filers

Welbro ESOP and Trust vs every filed plan by assets

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

$2,855,099 35th percentile higher than 35% 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

Welbro ESOP and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Welbro ESOP and Trust is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Welbro ESOP and Trust reported net income rose from -$669K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Welbro ESOP and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Welbro ESOP and Trust reported participants rose from 72 in the plan year 2022 filing to 75 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 593483018 · Welbro Building Corporation PY 2023 · ESOP

Welbro ESOP and Trust · $3M · 75 · 35th

  • PART $3M
  • PART 75
  • PART 35th
  • PART ESOP
  • PART near Dataendure Employee Stock Ownership Plan
  • PART ind #2971

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 Florida →

Welbro ESOP and Trust in the asset neighbourhood

Welbro ESOP and Trust$3MBlue Ridge Employees Stock Ownership PlanBlue Ridge Employees Stock O…$3MTri-County Auto Group, Inc. Employee Stock Ownership PlanTri-County Auto Group, Inc. …$3MDataendure Employee Stock Ownership PlanDataendure Employee Stock Ow…$3MKrofam, Inc. & Subsidiaries Employee Stock Ownership Plan & TrustKrofam, Inc. & Subsidiaries …$3M
End-of-year total assets ($M) among Welbro ESOP and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Welbro Building Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Welbro Building Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$5M 65.1391624174687% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $14.6M $5.09M ▼ -65.1%
Year Plans Participants Total Assets
2022 2 165 $15M
2023 1 75 $3M
2024 1 78 $5M

Welbro Building Corporation filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN593483018
Plan Effective Date2012-12-18
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Welbro ESOP and Trust vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Welbro ESOP and Trust, Total assets ($B): 0.002855099 · Participants: 75Welbro ESOP and TrustPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen Employee Stock Ownership Plan
Welbro ESOP and Trust vs. nearby ESOP plans in Florida, assets vs. participants
Compare Welbro ESOP and Trust side-by-side with 3 peers →

Welbro ESOP and Trust's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Dataendure Employee Stock Ownership Plan in CA ($3M); by covered participants it is Mountz, Inc. Employee Stock Ownership Plan and Trust in CA (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Welbro ESOP and Trust assets move in 2023? ▼
Welbro ESOP and Trust surged - up 63.1% during 2023, from $2M to $3M. Reported net income was $1M.
How have Welbro Building Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Welbro Building Corporation's sponsor-wide assets declined 65.1%, from $15M to $5M.
Which ESOP plans are similar in size to Welbro ESOP and Trust? ▼
Among ESOP plans in other states, the closest by assets is Dataendure Employee Stock Ownership Plan in CA ($3M, 46 participants).
Which ESOP plans cover a similar participant headcount to Welbro ESOP and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Mountz, Inc. Employee Stock Ownership Plan and Trust in CA (75 participants, $14M 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 593483018.

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.