ESOP · DOL Form 5500 · 2023

Woodland Partners, Inc. ESOP

Data updated 2026-08-25

$26M
Total assets Below avg plan size
19
Participants Small participant base
77th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Woodland Partners, Inc. Employee Stock Ownership Plan · Sponsored by Woodland Partners, Inc. · Massachusetts · Wholesale Trade

$26M in assets, 19 participants

Woodland Partners, Inc.'s Woodland Partners, Inc. Employee Stock Ownership Plan reported $26M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,767 in Wholesale Trade (6,309 peers)

Where Woodland Partners, Inc. Employee Stock Ownership Plan sits by assets

Woodland Partners, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $26M for 19 participants (~$1.4M/participant), up 30.7% in 2023.

#4,767
in Wholesale Trade (6,309 peers)
+30.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Woodland Partners, Inc. Employee Stock Ownership Plan's outsized position by total assets

Woodland Partners, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$25,914,057 Top 23% higher than 77% 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

Woodland Partners, Inc. 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. Woodland Partners, Inc. Employee Stock Ownership Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Woodland Partners, Inc. Employee Stock Ownership Plan reported net income rose from $5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Woodland Partners, Inc. Employee Stock Ownership Plan end-of-year assets rose from $20M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Woodland Partners, Inc. Employee Stock Ownership Plan reported participants fell from 20 in the plan year 2022 filing to 19 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 043531186 · Woodland Partners, Inc. PY 2023 · ESOP

Woodland Partners, Inc. Employee Stock Ownership Plan · $26M · 19 · 77th

  • EOY $26M
  • EOY 19
  • EOY 77th
  • EOY ESOP
  • EOY near Fidelity Profit Sharing Plan - an ESOP
  • EOY ind #4767

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 Massachusetts →

Woodland Partners, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Korellis Enterprises, Inc. Employee Stock Ownership PlanKorellis Enterprises, Inc. E…$26MEileen Fisher, Inc. Employee Stock Ownership PlanEileen Fisher, Inc. Employee…$26MWoodland Partners, Inc. Employee Stock Ownership PlanWoodland Partners, Inc. Empl…$26MFidelity Profit Sharing Plan - an ESOPFidelity Profit Sharing Plan…$26MDorsett & Jackson, Inc. Employee Stock Ownership PlanDorsett & Jackson, Inc. Empl…$26M
End-of-year total assets ($M) among Woodland Partners, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$8M
Employer EIN043531186
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Woodland Partners, Inc.)

Sponsor-wide plan assets over time

All Woodland Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 28.051676006103225% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.8M $31.8M ▲ +28.1%
Year Plans Participants Total Assets
2022 2 40 $25M
2023 2 47 $31M
2024 2 34 $32M

Nearby ESOP Plans in Massachusetts

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

Woodland Partners, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Woodland Partners, Inc. Employee Stock Ownership Plan, Total assets ($M): 25.914057 · Participants: 19Woodland Partners, Inc. Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 611.879597 · Participants: 1511Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 349.164775 · Participants: 174The Gillette Company Employee Stock Ownership PlanShawmut Group Employee Stock Ownership Plan, Total assets ($M): 274.195602 · Participants: 716Shawmut Group Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 244.511447 · Participants: 641First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 213.345202 · Participants: 1778Eastern Bank Employee Stock Ownership Plan
Woodland Partners, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Woodland Partners, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Woodland Partners, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Fidelity Profit Sharing Plan - an ESOP in IA ($26M); by covered participants it is Ritchie Industries, Inc. Employee Stock Ownership Plan in IA (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Woodland Partners, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Woodland Partners, Inc. Employee Stock Ownership Plan surged - up 30.7% during 2023, from $20M to $26M. Reported net income was $8M.
How have Woodland Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Woodland Partners, Inc.'s sponsor-wide assets grew 28.1%, from $25M to $32M.
Where does Woodland Partners, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Woodland Partners, Inc. Employee Stock Ownership Plan ranks in the 77th 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 Woodland Partners, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Fidelity Profit Sharing Plan - an ESOP in IA ($26M, 249 participants).
Which ESOP plans cover a similar participant headcount to Woodland Partners, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ritchie Industries, Inc. Employee Stock Ownership Plan in IA (19 participants, $32M 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 043531186.

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.