ESOP · DOL Form 5500 · 2023

W. D. Distributing , Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
25
Participants Small participant base
38th
Percentile by assets National rank
$139,528
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: W. D. Distributing Employee Stock Ownership Plan · Sponsored by W. D. Distributing , Inc. · Oklahoma · Other Services

$3M in assets, 25 participants

W. D. Distributing , Inc.'s W. D. Distributing Employee Stock Ownership Plan reported $3M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #4,818 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, W. D. Distributing Employee Stock Ownership Plan ranks #4,818 of 7,857 2023 filers by assets (575% of the sector average)-$3M for 25 participants.

#4,818
in Other Services (7,857 peers)
+15.6%
assets growth YoY

W. D. Distributing Employee Stock Ownership Plan's mid-pack asset rank among Other Services and all filers

W. D. Distributing Employee Stock Ownership Plan vs every filed plan by assets

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

$3,488,199 38th percentile higher than 38% 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

W. D. Distributing 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. W. D. Distributing Employee Stock Ownership Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • W. D. Distributing Employee Stock Ownership Plan reported net income rose from $76K in the plan year 2022 filing to $471K in the plan year 2023 filing.
  • W. D. Distributing Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • W. D. Distributing Employee Stock Ownership Plan reported participants rose from 23 in the plan year 2022 filing to 25 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 952634245 · W. D. Distributing , Inc. PY 2023 · ESOP

W. D. Distributing Employee Stock Ownership Plan · $3M · 25 · 38th

  • 5500 $3M
  • 5500 25
  • 5500 38th
  • 5500 ESOP
  • 5500 near Rbs Employee Stock Ownership Plan
  • 5500 ind #4818

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 Oklahoma →

W. D. Distributing Employee Stock Ownership Plan in the asset neighbourhood

Rbs Employee Stock Ownership PlanRbs Employee Stock Ownership…$3MBush & Burchett, Inc. Employee Stock Ownership PlanBush & Burchett, Inc. Employ…$3MAmerican Reading Company, Inc. Employee Stock Ownership PlanAmerican Reading Company, In…$4MW. D. Distributing Employee Stock Ownership PlanW. D. Distributing Employee …$3MFocus Holdings USA, Inc. Employee Stock Ownership PlanFocus Holdings USA, Inc. Emp…$3M
End-of-year total assets ($M) among W. D. Distributing Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$471K
Employer EIN952634245
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (W. D. Distributing , Inc.)

Sponsor-wide plan assets over time

All W. D. Distributing , Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 16.065144576852923% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M 202220232024 $8.46M $9.82M ▲ +16.1%
Year Plans Participants Total Assets
2022 2 46 $8M
2023 2 50 $9M
2024 2 50 $10M

Nearby ESOP Plans in Oklahoma

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

W. D. Distributing Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400 Total assets ($M) Participants W. D. Distributing Employee Stock Ownership Plan, Total assets ($M): 3.488199 · Participants: 25W. D. Distributing Employee Stock Ownership PlanLocke Supply Co. Employee Stock Ownership Plan, Total assets ($M): 310.564256 · Participants: 1300Locke Supply Co. Employee Stock Ownership PlanInternational Chemical Company Employee Stock Ownership Plan, Total assets ($M): 232.047343 · Participants: 62International Chemical Company Employee Stock Ownership PlanMetro Builders Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 155.427941 · Participants: 1305Metro Builders Supply, Inc. Employee Stock Ownership PlanBancfirst Corporation Employee Stock Ownership Plan, Total assets ($M): 147.218916 · Participants: 1631Bancfirst Corporation Employee Stock Ownership PlanAberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.222563 · Participants: 132Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan
W. D. Distributing Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
Compare W. D. Distributing Employee Stock Ownership Plan side-by-side with 3 peers →

W. D. Distributing Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oklahoma, the nearest ESOP by assets is Rbs Employee Stock Ownership Plan in TN ($3M); by covered participants it is Wvs Financial Corp. Employee Stock Ownership Plan in PA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 W. D. Distributing Employee Stock Ownership Plan assets move in 2023? ▼
W. D. Distributing Employee Stock Ownership Plan grew sharply - up 15.6% during 2023, from $3M to $3M. Reported net income was $471K.
How have W. D. Distributing , Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W. D. Distributing , Inc.'s sponsor-wide assets grew 16.1%, from $8M to $10M.
Which ESOP plans are similar in size to W. D. Distributing Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rbs Employee Stock Ownership Plan in TN ($3M, 133 participants).
Which ESOP plans cover a similar participant headcount to W. D. Distributing Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wvs Financial Corp. Employee Stock Ownership Plan in PA (25 participants, $3M 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 952634245.

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.