ESOP · DOL Form 5500 · 2023

Westmoreland Pharmacy, Inc. ESOP

Data updated 2026-08-11

$12M
Total assets
37
Participants
62nd
Percentile by assets
$314,135
Avg per participant
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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.

  • 62nd percentile by assets (of 127,072 plans)
  • #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.

$12M
total plan assets (2023 EOY)
37
covered participants
62nd
percentile by assets (of 127,072 plans)
$314,135
avg assets per participant

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.

Where Westmoreland Pharmacy Employee Stock Ownership Plan sits by total assets

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 $2,010,000,000 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

State
Indiana
Industry
Retail Trade

Westmoreland Pharmacy, Inc. across 2 plan years on file

Across the 2 plan years Westmoreland Pharmacy, Inc. has on file (2023-2024), sponsor-wide plan assets have moved from $12M to $23M, a gain of 101.1%, while reported participants moved from 37 to 32 (-13.5%).

Westmoreland Pharmacy, Inc. multi-year asset trail

$10M$15M$20M$25M 20232024 $11.6M $23.4M ▲ +101.2%
Total plan assets by year, all Westmoreland Pharmacy, Inc. plans on file
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 ($B) Participants Westmoreland Pharmac…, Total assets ($B): 0.011623003 · Participants: 37Westmoreland Pharmac…Jasper Holdings, Inc…, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc…Urschel Laboratories…, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories…Nibco Inc. Employee …, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee …Superior Industrial …, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial …Ducharme, Mcmillen &…, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen &…
Westmoreland Pharmacy Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Westmoreland Pharmacy Employee Stock Own… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Westmoreland Pharmacy Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Westmoreland Pharmacy Employee Stock Own…

Multi-year trail

Ways to act on Westmoreland Pharmacy Employee Stock Ownership Plan's numbers.

  • By total assets, Westmoreland Pharmacy Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Indiana. Compare plans
  • Westmoreland Pharmacy, Inc.'s sponsor-wide assets have grown 101.1% since 2023 across 2 plan years on file. More Retail Trade 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 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.