ESOP · DOL Form 5500 · 2023
Emory Wilson Process, Inc ESOP
Data updated 2026-08-11
- $13M
- Total assets
- 57
- Participants
- 64th
- Percentile by assets
- $229,969
- Avg per participant
Official DOL plan name: Employees Stock Ownership Plan of Emory Wilson Process, Inc. · Sponsored by Emory Wilson Process, Inc · South Carolina · Wholesale Trade
$13M in assets, 57 participants
Emory Wilson Process, Inc's Employees Stock Ownership Plan of Emory Wilson Process, Inc. reported $13M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- 64th percentile by assets (of 127,072 plans)
- #3,652 in Wholesale Trade (6,309 peers)
Emory Wilson Process, Inc multi-year trail
Emory Wilson Process, Inc's plans moved +16.8% in assets from 2022 to 2024; this filing shows Employees Stock Ownership Plan of Emory Wilson Process, Inc. at $13M / 57 participants.
- $13M
- total plan assets (2023 EOY)
- 57
- covered participants
- 64th
- percentile by assets (of 127,072 plans)
- $229,969
- avg assets per participant
The plan reported a net loss of $793K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Employees Stock Ownership Plan of Emory Wilson Process, Inc. reported net income fell from $248K in the plan year 2022 filing to -$793K in the plan year 2023 filing.
- Employees Stock Ownership Plan of Emory Wilson Process, Inc. reported participants rose from 53 in the plan year 2022 filing to 57 in the plan year 2023 filing.
- Employees Stock Ownership Plan of Emory Wilson Process, Inc. end-of-year assets fell from $14M in the plan year 2022 filing to $13M in the plan year 2023 filing.
Emory Wilson Process, Inc across 3 plan years on file
Across the 3 plan years Emory Wilson Process, Inc has on file (2022-2024), sponsor-wide plan assets have moved from $14M to $16M, a gain of 16.8%, while reported participants moved from 53 to 78 (+47.2%). Peak year by sponsor assets: 2024 ($16M); trough: 2023 ($13M).
Emory Wilson Process, Inc multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 53 | $14M |
| 2023 | 1 | 57 | $13M |
| 2024 | 1 | 78 | $16M |
Emory Wilson Process, Inc filing trail (2023)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$793K |
| Employer EIN | 264102631 |
| Plan Effective Date | 2011-07-15 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in South Carolina
Peer ESOP plans, same state, same plan type, ranked by total assets.
Employees Stock Ownership Plan of Emory Wilson Process, Inc. vs. nearby ESOP plans in South Carolina, assets vs. participants
- Bonitz, Inc. Employee Stock Ownership Plan $62M · 342
- Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan $23M · 50
- Synergi Employee Stock Ownership Plan $21M · 263
- Dwg, Inc. Consulting Engineers Employee Stock Ownership Plan $14M · 25
- Life Cycle Engineering, Inc. Employee Stock Ownership Plan $14M · 367
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Employees Stock Ownership Plan of Emory Wilson Process, Inc. by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Employees Stock Ownership Plan of Emory Wilson Process, Inc.'s numbers.
- By total assets, Employees Stock Ownership Plan of Emory Wilson Process, Inc. ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in South Carolina. Compare plans
- Emory Wilson Process, Inc's sponsor-wide assets have grown 16.8% since 2022 across 3 plan years on file. More Wholesale Trade plans