ESOP · DOL Form 5500 · 2023

Wexco Incorporated ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets: N/A
Participants Small participant base: 42nd
Percentile by assets National rank

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Official DOL plan name: Wexco Incorporated Employee Stock Ownership Plan · Sponsored by Wexco Incorporated · Oregon · Manufacturing

$4M in assets, N/A participants

Wexco Incorporated's Wexco Incorporated Employee Stock Ownership Plan reported $4M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

#4,646 in Manufacturing (18,722 peers)

Wexco Incorporated multi-year trail

Wexco Incorporated's plans moved -73.8% in assets from 2022 to 2024; this filing shows Wexco Incorporated Employee Stock Ownership Plan at $4M / N/A participants.

#4,646
in Manufacturing (18,722 peers): -58.3%
assets change YoY

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wexco Incorporated Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Wexco Incorporated Employee Stock Ownership Plan vs every filed plan by assets

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

$4,330,272 42nd percentile higher than 42% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Wexco Incorporated Employee Stock Ownership Plan reported participants fell from 1 in the plan year 2022 filing to N/A in the plan year 2023 filing.
Wexco Incorporated Employee Stock Ownership Plan reported net income rose from -$58M in the plan year 2022 filing to -$6M in the plan year 2023 filing.
Wexco Incorporated Employee Stock Ownership Plan end-of-year assets fell from $10M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 232441123 · Wexco Incorporated PY 2023 · ESOP

Wexco Incorporated Employee Stock Ownership Plan · $4M · N/A · 42nd

PHOTO $4M
PHOTO N/A
PHOTO 42nd
PHOTO ESOP
PHOTO near Yoder Industries Employee Stock Ownership Plan
PHOTO ind #4646

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 Oregon →

End-of-year total assets ($M) among Wexco Incorporated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Wexco Incorporated multi-year asset trail

Latest sponsor-wide plan assets: $3M 73.82819771577361% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$10M
2023	1	N/A	$4M
2024	1	N/A	$3M

Wexco Incorporated filing trail (2023)

Total Assets (Beginning of Year)	$10M
Net Assets (End of Year)	$4M
Net Income	-$6M
Employer EIN	232441123
Plan Effective Date	1999-01-01
Filing Status	FILING RECEIVED

Nearby ESOP Plans in Oregon

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

Wexco Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants

Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan $236M · 580
Bi-Mart Corporation Employee Stock Ownership Plan $210M · 1,981
Pacific Industrial Corp. Employee Stock Ownership Plan $204M · 71
Key Knife, Inc. Employee Stock Ownership Plan $168M · 69
Northwest Pump & Equipment Co. Employee Stock Ownership Plan $73M · 200

Compare Wexco Incorporated Employee Stock Ownership Plan side-by-side with 3 peers →

Wexco Incorporated Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets

Outside Oregon, the nearest ESOP by end-of-year assets is Yoder Industries Employee Stock Ownership Plan in OH at $4M (this filing: $4M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Yoder Industries Employee Stock Ownership Plan (OH) $4M · 52
Arnold Magnetics Corporation Employee Stock Ownership Plan (CA) $4M · 67
Deblin, Inc. Employee Stock Ownership Plan (PA) $4M · 37
Cornerstone Adminisystems, Inc. Employee Stock Ownership Plan (PA) $4M · 56

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 Wexco Incorporated Employee Stock Ownership Plan assets move in 2023? ▼

Wexco Incorporated Employee Stock Ownership Plan contracted severely - down 58.3% during 2023, from $10M to $4M. Reported net income was -$6M.

How have Wexco Incorporated plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Wexco Incorporated's sponsor-wide assets declined 73.8%, from $10M to $3M.

Which ESOP plans are similar in size to Wexco Incorporated Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Yoder Industries Employee Stock Ownership Plan in OH ($4M, 52 participants).

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 232441123.