ESOP · DOL Form 5500 · 2023

Emory Wilson Process, Inc ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
57
Participants Small participant base
64th
Percentile by assets National rank
$229,969
Avg per participant Above avg balance/head
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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.

  • #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.

#3,652
in Wholesale Trade (6,309 peers)
-5.8%
assets change YoY

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.

Employees Stock Ownership Plan of Emory Wilson Process, Inc.'s mid-pack asset rank among Wholesale Trade and all filers

Employees Stock Ownership Plan of Emory Wilson Process, Inc. vs every filed plan by assets

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

$13,108,205 Top 36% higher than 64% 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

Employees Stock Ownership Plan of Emory Wilson Process, Inc. among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employees Stock Ownership Plan of Emory Wilson Process, Inc. is a small filing (57 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 264102631 · Emory Wilson Process, Inc PY 2023 · ESOP

Employees Stock Ownership Plan of Emory Wilson Process, Inc. · $13M · 57 · 64th

  • EOY $13M
  • EOY 57
  • EOY 64th
  • EOY ESOP
  • EOY near Oakdell Egg Farms Inc Employee Stock Ownership Plan
  • EOY ind #3652

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 South Carolina →

Employees Stock Ownership Plan of Emory Wilson Process, Inc. in the asset neighbourhood

Employees Stock Ownership Plan of Emory Wilson Process, Inc.Employees Stock Ownership Pl…$13MOakdell Egg Farms Inc Employee Stock Ownership PlanOakdell Egg Farms Inc Employ…$13MBcp Securities, Inc. Employee Stock Ownership PlanBcp Securities, Inc. Employe…$13MScherer Bros. Lumber Co. Employee Stock Ownership PlanScherer Bros. Lumber Co. Emp…$13MLbf Enterprises, Dba Powermatic Associates, Inc. Employee Stock Ownership PlanLbf Enterprises, Dba Powerma…$13M
End-of-year total assets ($M) among Employees Stock Ownership Plan of Emory Wilson Process, Inc. and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Emory Wilson Process, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Emory Wilson Process, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$16M 16.8128058163245% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $13.9M $16.3M ▲ +16.8%
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 EIN264102631
Plan Effective Date2011-07-15
Filing StatusFILING 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 Scatter plot of 6 data points. 0100200300400 020406080 Total assets ($M) Participants Employees Stock Ownership Plan of Emory Wilson Process, Inc., Total assets ($M): 13.108205 · Participants: 57Employees Stock Ownership Plan of Emory Wilson Process, Inc.Bonitz, Inc. Employee Stock Ownership Plan, Total assets ($M): 61.605843 · Participants: 342Bonitz, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 23.274312 · Participants: 50Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 21.055349 · Participants: 263Synergi Employee Stock Ownership PlanDwg, Inc. Consulting Engineers Employee Stock Ownership Plan, Total assets ($M): 14.105882 · Participants: 25Dwg, Inc. Consulting Engineers Employee Stock Ownership PlanLife Cycle Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 13.852826 · Participants: 367Life Cycle Engineering, Inc. Employee Stock Ownership Plan
Employees Stock Ownership Plan of Emory Wilson Process, Inc. vs. nearby ESOP plans in South Carolina, assets vs. participants

Employees Stock Ownership Plan of Emory Wilson Process, Inc.'s out-of-state ESOP peers by assets and headcount

Outside South Carolina, the nearest ESOP by assets is Oakdell Egg Farms Inc Employee Stock Ownership Plan in UT ($13M); by covered participants it is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (57 participants). Same-state nearby plans are listed separately above.

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 Employees Stock Ownership Plan of Emory Wilson Process, Inc. assets move in 2023? ▼
Employees Stock Ownership Plan of Emory Wilson Process, Inc. pulled back noticeably - down 5.8% during 2023, from $14M to $13M. Reported net income was -$793K.
How have Emory Wilson Process, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emory Wilson Process, Inc's sponsor-wide assets grew 16.8%, from $14M to $16M.
Which ESOP plans are similar in size to Employees Stock Ownership Plan of Emory Wilson Process, Inc.? ▼
Among ESOP plans in other states, the closest by assets is Oakdell Egg Farms Inc Employee Stock Ownership Plan in UT ($13M, 124 participants).
Which ESOP plans cover a similar participant headcount to Employees Stock Ownership Plan of Emory Wilson Process, Inc.? ▼
Among ESOP plans in other states, the closest by covered participants is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (57 participants, $10M in assets).