ESOP · DOL Form 5500 · 2023

9wood, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
156
Participants Small participant base
31st
Percentile by assets National rank
$13,616
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 9wood, Inc. Employee Stock Ownership Plan · Sponsored by 9wood, Inc. · Oregon · Manufacturing

$2M in assets, 156 participants

9wood, Inc.'s 9wood, Inc. Employee Stock Ownership Plan reported $2M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,899 in Manufacturing (18,722 peers)

Coverage in Oregon

9wood, Inc. Employee Stock Ownership Plan covers 156 participants in Oregon, about 35% of the average Oregon filer (state average ~443 per filing). Assets: $2M.

#2,899
in Manufacturing (18,722 peers)
+749.6%
assets growth YoY

The plan reported a net loss of $747K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

9wood, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

9wood, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,124,080 31st percentile higher than 31% 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

9wood, Inc. 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. 9wood, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 9wood, Inc. Employee Stock Ownership Plan end-of-year assets rose from $250K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • 9wood, Inc. Employee Stock Ownership Plan reported net income fell from $250K in the plan year 2022 filing to -$747K in the plan year 2023 filing.
  • 9wood, Inc. Employee Stock Ownership Plan reported participants rose from 134 in the plan year 2022 filing to 156 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 201421296 · 9wood, Inc. PY 2023 · ESOP

9wood, Inc. Employee Stock Ownership Plan · $2M · 156 · 31st

  • BOY $2M
  • SCH 156
  • EBSA 31st
  • PART ESOP
  • TYPE near L & L Electronics, Inc. Employee Stock Ownership Plan and Trust
  • NET ind #2899

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 →

9wood, Inc. Employee Stock Ownership Plan in the asset neighbourhood

L & L Electronics, Inc. Employee Stock Ownership Plan and TrustL & L Electronics, Inc. Empl…$2MChmwarnick, Inc. Employee Stock Ownership PlanChmwarnick, Inc. Employee St…$2M9wood, Inc. Employee Stock Ownership Plan9wood, Inc. Employee Stock O…$2MHammontree & Associates Employee Stock Ownership PlanHammontree & Associates Empl…$2MNw Financial Holdings, Inc. Employee Stock Ownership PlanNw Financial Holdings, Inc. …$2M
End-of-year total assets ($M) among 9wood, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$250K
Net Assets (End of Year)-$497K
Net Income-$747K
Employer EIN201421296
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (9wood, Inc.)

Sponsor-wide plan assets over time

All 9wood, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 6.428592627625486% vs 2022
2024 filing year
$1.9M$2M$2.1M$2.2M 202220232024 $2.09M $1.95M ▼ -6.7%
Year Plans Participants Total Assets
2022 2 278 $2M
2023 1 156 $2M
2024 1 179 $2M

Nearby ESOP Plans in Oregon

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

9wood, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300 Total assets ($M) Participants 9wood, Inc. Employee Stock Ownership Plan, Total assets ($M): 2.12408 · Participants: 1569wood, Inc. Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 235.753413 · Participants: 580Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 210.231629 · Participants: 1981Bi-Mart Corporation Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 204.304035 · Participants: 71Pacific Industrial Corp. Employee Stock Ownership PlanKey Knife, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.331686 · Participants: 69Key Knife, Inc. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 73.155492 · Participants: 200Northwest Pump & Equipment Co. Employee Stock Ownership Plan
9wood, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants
Compare 9wood, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

9wood, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is L & L Electronics, Inc. Employee Stock Ownership Plan and Trust in IL ($2M); by covered participants it is Natural Beauty Growers Employee Stock Ownership Plan in WI (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 9wood, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
9wood, Inc. Employee Stock Ownership Plan surged - up 749.6% during 2023, from $250K to $2M. Reported net income was -$747K.
How have 9wood, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), 9wood, Inc.'s sponsor-wide assets declined 6.4%, from $2M to $2M.
Which ESOP plans are similar in size to 9wood, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is L & L Electronics, Inc. Employee Stock Ownership Plan and Trust in IL ($2M, 1 participant).
Which ESOP plans cover a similar participant headcount to 9wood, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Natural Beauty Growers Employee Stock Ownership Plan in WI (156 participants, $3M 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 201421296.

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.