ESOP · DOL Form 5500 · 2023

Westmoreland Pharmacy, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
37
Participants Small participant base
62nd
Percentile by assets National rank
$314,135
Avg per participant High balance/head
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Official DOL plan name: Westmoreland Pharmacy Employee Stock Ownership Plan · Sponsored by Westmoreland Pharmacy, Inc. · Indiana · Retail Trade

$12M in assets, 37 participants

Westmoreland Pharmacy, Inc.'s Westmoreland Pharmacy Employee Stock Ownership Plan reported $12M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #6,124 in Retail Trade (8,414 peers)

Westmoreland Pharmacy, Inc. multi-year trail

Westmoreland Pharmacy, Inc.'s plans moved +101.1% in assets from 2023 to 2024; this filing shows Westmoreland Pharmacy Employee Stock Ownership Plan at $12M / 37 participants.

#6,124
in Retail Trade (8,414 peers)
-$229K
reported net income

The plan reported a net loss of $229K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Westmoreland Pharmacy Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Westmoreland Pharmacy Employee Stock Ownership Plan vs every filed plan by assets

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

$11,623,003 Top 38% higher than 62% 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

Westmoreland Pharmacy Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westmoreland Pharmacy Employee Stock Ownership Plan is a small filing (37 participants) on this national headcount ladder.

DOL schedule card

Filing strip 922943291 · Westmoreland Pharmacy, Inc. PY 2023 · ESOP

Westmoreland Pharmacy Employee Stock Ownership Plan · $12M · 37 · 62nd

  • NET $12M
  • NET 37
  • NET 62nd
  • NET ESOP
  • NET near Pose Group, Inc. Employee Stock Ownership Plan
  • NET ind #6124

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 →

Westmoreland Pharmacy Employee Stock Ownership Plan in the asset neighbourhood

Dellinger, Inc. Employee Stock Ownership PlanDellinger, Inc. Employee Sto…$12MThe Proconex Group Employee Stock Ownership PlanThe Proconex Group Employee …$12MWestmoreland Pharmacy Employee Stock Ownership PlanWestmoreland Pharmacy Employ…$12MPose Group, Inc. Employee Stock Ownership PlanPose Group, Inc. Employee St…$12MGranco Clark Employee Stock Ownership PlanGranco Clark Employee Stock …$12M
End-of-year total assets ($M) among Westmoreland Pharmacy Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Westmoreland Pharmacy, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Westmoreland Pharmacy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 101.13516274580674% vs 2023
2024 filing year
$10M$15M$20M$25M 20232024 $11.6M $23.4M ▲ +101.2%
Year Plans Participants Total Assets
2023 1 37 $12M
2024 1 32 $23M

Westmoreland Pharmacy, Inc. filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$229K
Net Income-$229K
Employer EIN922943291
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Westmoreland Pharmacy Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.522.5 Total assets ($B) Participants Westmoreland Pharmacy Employee Stock Ownership Plan, Total assets ($B): 0.011623003 · Participants: 37Westmoreland Pharmacy 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
Westmoreland Pharmacy Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Westmoreland Pharmacy Employee Stock Ownership Plan side-by-side with 3 peers →

Westmoreland Pharmacy Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Pose Group, Inc. Employee Stock Ownership Plan in AL ($12M); by covered participants it is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 have Westmoreland Pharmacy, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Westmoreland Pharmacy, Inc.'s sponsor-wide assets grew 101.1%, from $12M to $23M.
Which ESOP plans are similar in size to Westmoreland Pharmacy Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pose Group, Inc. Employee Stock Ownership Plan in AL ($12M, 2 participants).
Which ESOP plans cover a similar participant headcount to Westmoreland Pharmacy Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (37 participants, $4M 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 922943291.

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.