ESOP · DOL Form 5500 · 2023
Weirton Geriatric Center, Inc. ESOP
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 137
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $213,409
- Avg per participant Above avg balance/head
Official DOL plan name: Weirton Geriatric Center, Inc. Employees' Stock Ownership Plan · Sponsored by Weirton Geriatric Center, Inc. · West Virginia · Healthcare & Social Assistance
$29M in assets, 137 participants
Weirton Geriatric Center, Inc.'s Weirton Geriatric Center, Inc. Employees' Stock Ownership Plan reported $29M in total assets and 137 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.
- #14,514 in Healthcare & Social Assistance (17,684 peers)
Coverage in West Virginia
Weirton Geriatric Center, Inc. Employees' Stock Ownership Plan covers 137 participants in West Virginia, about 29% of the average West Virginia filer (state average ~467 per filing). Assets: $29M.
- #14,514
- in Healthcare & Social Assistance (17,684 peers)
- +9.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Weirton Geriatric Center, Inc. Employees' Stock Ownership Plan's outsized position by total assets
Weirton Geriatric Center, Inc. Employees' Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$29,237,019 Top 21% higher than 79% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Weirton Geriatric Center, Inc. Employees' 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. Weirton Geriatric Center, Inc. Employees' Stock Ownership Plan sits mid-pack in the medium band (137 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Weirton Geriatric Center, Inc. Employees' Stock Ownership Plan reported net income rose from $618K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Weirton Geriatric Center, Inc. Employees' Stock Ownership Plan reported participants fell from 158 in the plan year 2022 filing to 137 in the plan year 2023 filing.
- Weirton Geriatric Center, Inc. Employees' Stock Ownership Plan end-of-year assets rose from $27M in the plan year 2022 filing to $29M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 550606587 · Weirton Geriatric Center, Inc. PY 2023 · ESOP
Weirton Geriatric Center, Inc. Employees' Stock Ownership Plan · $29M · 137 · 79th
- SCH $29M
- SCH 137
- SCH 79th
- SCH ESOP
- SCH near Bane-Welker Employee Stock Ownership Plan
- SCH ind #14514
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 West Virginia →
Weirton Geriatric Center, Inc. Employees' Stock Ownership Plan in the asset neighbourhood
West Virginia filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $3M |
| Employer EIN | 550606587 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Weirton Geriatric Center, Inc.)
Sponsor-wide plan assets over time
All Weirton Geriatric Center, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 22.82030337399849% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 351 | $33M |
| 2023 | 2 | 311 | $37M |
| 2024 | 2 | 339 | $41M |
Nearby ESOP Plans in West Virginia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Triton Employee Stock Ownership Plan $82M · 61
- Port Amherst, Ltd. Employee Stock Ownership Plan $43M · 325
- Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan $37M · 1,687
- Cgp Foods Inc. Employee Stock Ownership Plan $21M · 282
- Summit Financial Group, Inc. Employee Stock Ownership Plan $19M · 369
Weirton Geriatric Center, Inc. Employees' Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside West Virginia, the nearest ESOP by assets is Bane-Welker Employee Stock Ownership Plan in IN ($29M); by covered participants it is Otj Architects, Inc. Employee Stock Ownership Plan in DC (137 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Bane-Welker Employee Stock Ownership Plan (IN) $29M · 434
- Wheaton Van Lines, Inc. Employee Stock Ownership Plan (IN) $29M · 118
- Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions (PA) $29M · 153
- Silver Star Construction Company, Inc. Stock Bonus Employee Ownership Plan and Trust (OK) $29M · 142
Similar participant headcount
Nearest other-state filings by covered participants (137 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.