ESOP · DOL Form 5500 · 2023

Woodland Partners, Inc. ESOP

Data updated 2026-08-11

$26M
Total assets: 19
Participants: 77th
Percentile by assets: $1.4M
Avg per participant

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.

77th percentile by assets (of 127,072 plans)
#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.

$26M
total plan assets (2023 EOY): 19
covered participants: 77th
percentile by assets (of 127,072 plans): $1.4M
avg assets per participant

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 →

State

Massachusetts

Industry

Wholesale Trade

Woodland Partners, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Woodland Partners, Inc. Employee Stock Ownership Plan outranks 77% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$20M
Net Assets (End of Year)	$24M
Net Income	$8M
Employer EIN	043531186
Plan Effective Date	2015-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Woodland Partners, Inc.)

Total plan assets by year, all Woodland Partners, Inc. plans on file

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

Consigli Building Group Employee Stock Ownership Plan $612M · 1,511
The Gillette Company Employee Stock Ownership Plan $349M · 174
Shawmut Group Employee Stock Ownership Plan $274M · 716
First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan $245M · 641
Eastern Bank Employee Stock Ownership Plan $213M · 1,778

Compare Woodland Partners, Inc. Employee Stock O… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Woodland Partners, Inc. Employee Stock Ownership Plan by total assets, not by location.

Fidelity Profit Sharing Plan - an ESOP (IA) $26M · 249
Eileen Fisher, Inc. Employee Stock Ownership Plan (NY) $26M · 675
Dorsett & Jackson, Inc. Employee Stock Ownership Plan (CA) $26M · 19
Korellis Enterprises, Inc. Employee Stock Ownership Plan (IN) $26M · 29

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).

Next read for Woodland Partners, Inc. Employee Stock O…

Scale reading

Ways to act on Woodland Partners, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Woodland Partners, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Massachusetts. Compare plans
Woodland Partners, Inc.'s sponsor-wide assets have grown 28.1% since 2022 across 3 plan years on file. More Wholesale 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 043531186.