ESOP · DOL Form 5500 · 2023

Wall Holdings, Inc. ESOP

Data updated 2026-08-25

$29M
Total assets Below avg plan size
210
Participants Below avg headcount
79th
Percentile by assets National rank
$136,924
Avg per participant Near avg balance/head
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Official DOL plan name: Wall Holdings, Inc. & Affiliates Employee Stock Ownership Plan · Sponsored by Wall Holdings, Inc. · Virginia · Healthcare & Social Assistance

$29M in assets, 210 participants

Wall Holdings, Inc.'s Wall Holdings, Inc. & Affiliates Employee Stock Ownership Plan reported $29M in total assets and 210 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #14,478 in Healthcare & Social Assistance (17,684 peers)

Coverage in Virginia

Wall Holdings, Inc. & Affiliates Employee Stock Ownership Plan covers 210 participants in Virginia, about 27% of the average Virginia filer (state average ~782 per filing). Assets: $29M.

#14,478
in Healthcare & Social Assistance (17,684 peers)
+4.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Wall Holdings, Inc. & Affiliates Employee Stock Ownership Plan's outsized position by total assets

Wall Holdings, Inc. & Affiliates Employee Stock Ownership Plan vs every filed plan by assets

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

$28,754,046 Top 21% higher than 79% 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

Wall Holdings, Inc. & Affiliates 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. Wall Holdings, Inc. & Affiliates Employee Stock Ownership Plan sits mid-pack in the medium band (210 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wall Holdings, Inc. & Affiliates Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Wall Holdings, Inc. & Affiliates Employee Stock Ownership Plan reported participants rose from 198 in the plan year 2022 filing to 210 in the plan year 2023 filing.
  • Wall Holdings, Inc. & Affiliates Employee Stock Ownership Plan end-of-year assets rose from $28M in the plan year 2022 filing to $29M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 920875106 · Wall Holdings, Inc. PY 2023 · ESOP

Wall Holdings, Inc. & Affiliates Employee Stock Ownership Plan · $29M · 210 · 79th

  • RANK $29M
  • PHOTO 210
  • IND 79th
  • EOY ESOP
  • 5500 near Pdm Employee Stock Ownership Plan
  • ASSETS ind #14478

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 Virginia →

Wall Holdings, Inc. & Affiliates Employee Stock Ownership Plan in the asset neighbourhood

Wall Holdings, Inc. & Affiliates Employee Stock Ownership PlanWall Holdings, Inc. & Affili…$29MPdm Employee Stock Ownership PlanPdm Employee Stock Ownership…$29MKnowles Industrial Services Corporation Employee Stock Ownership PlanKnowles Industrial Services …$29MLnl Abga Money Purchase Plan$29MUnwired Revolution, Inc. Employee Stock Ownership and 401(k) PlanUnwired Revolution, Inc. Emp…$29M
End-of-year total assets ($M) among Wall Holdings, Inc. & Affiliates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$26M
Net Income$1M
Employer EIN920875106
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wall Holdings, Inc.)

Sponsor-wide plan assets over time

All Wall Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 7.011809732014673% vs 2022
2024 filing year
$27M$28M$29M$30M 202220232024 $27.6M $29.5M ▲ +7.0%
Year Plans Participants Total Assets
2022 1 198 $28M
2023 1 210 $29M
2024 1 243 $29M

Nearby ESOP Plans in Virginia

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

Wall Holdings, Inc. & Affiliates Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Wall Holdings, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.028754046 · Participants: 210Wall Holdings, Inc. & Affiliates Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.200416394 · Participants: 6866Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.351932601 · Participants: 1751The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($B): 0.331314714 · Participants: 1782American Systems Corporation Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.321520666 · Participants: 1652Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.320954252 · Participants: 444New River Electrical Corporation Employee Stock Ownership Plan
Wall Holdings, Inc. & Affiliates Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Wall Holdings, Inc. & Affiliates Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest ESOP by assets is Pdm Employee Stock Ownership Plan in IA ($29M); by covered participants it is Jwd Group, Inc Employee Stock Ownership Plan in NY (210 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (210 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 Wall Holdings, Inc. & Affiliates Employee Stock Ownership Plan assets move in 2023? ▼
Wall Holdings, Inc. & Affiliates Employee Stock Ownership Plan edged up modestly - up 4.4% during 2023, from $28M to $29M. Reported net income was $1M.
How have Wall Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wall Holdings, Inc.'s sponsor-wide assets grew 7.0%, from $28M to $29M.
Where does Wall Holdings, Inc. & Affiliates Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Wall Holdings, Inc. & Affiliates Employee Stock Ownership Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Wall Holdings, Inc. & Affiliates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pdm Employee Stock Ownership Plan in IA ($29M, 126 participants).
Which ESOP plans cover a similar participant headcount to Wall Holdings, Inc. & Affiliates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Jwd Group, Inc Employee Stock Ownership Plan in NY (210 participants, $52M 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 920875106.

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.