ESOP · DOL Form 5500 · 2023

Weldon Solutions ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
39
Participants Small participant base
59th
Percentile by assets National rank
$255,394
Avg per participant Above avg balance/head
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Official DOL plan name: Weldon Machine Tool, Inc. Employee Stock Ownership Plan · Sponsored by Weldon Solutions · Pennsylvania · Manufacturing

$10M in assets, 39 participants

Weldon Solutions's Weldon Machine Tool, Inc. Employee Stock Ownership Plan reported $10M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #8,369 in Manufacturing (18,722 peers)

Weldon Solutions multi-year trail

Weldon Solutions's plans moved +38.3% in assets from 2022 to 2024; this filing shows Weldon Machine Tool, Inc. Employee Stock Ownership Plan at $10M / 39 participants.

#8,369
in Manufacturing (18,722 peers)
+13.9%
assets growth YoY

Weldon Machine Tool, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Weldon Machine Tool, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$9,960,376 Top 41% higher than 59% 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

Weldon Machine Tool, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Weldon Machine Tool, Inc. Employee Stock Ownership Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Weldon Machine Tool, Inc. Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Weldon Machine Tool, Inc. Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Weldon Machine Tool, Inc. Employee Stock Ownership Plan reported participants rose from 37 in the plan year 2022 filing to 39 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 233023919 · Weldon Solutions PY 2023 · ESOP

Weldon Machine Tool, Inc. Employee Stock Ownership Plan · $10M · 39 · 59th

  • EIN $10M
  • RANK 39
  • PHOTO 59th
  • IND ESOP
  • EOY near Ebco Holdings Co. Employee Stock Ownership Plan
  • 5500 ind #8369

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 Pennsylvania →

Weldon Machine Tool, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Thunder Mtn. Catering, Inc. Employee Stock Ownership PlanThunder Mtn. Catering, Inc. …$10MWeldon Machine Tool, Inc. Employee Stock Ownership PlanWeldon Machine Tool, Inc. Em…$10MEbco Holdings Co. Employee Stock Ownership PlanEbco Holdings Co. Employee S…$10MWsr Holdings, Inc. Employee Stock Ownership PlanWsr Holdings, Inc. Employee …$10MR & H Mechanical, Inc. Employee Stock Ownership PlanR & H Mechanical, Inc. Emplo…$10M
End-of-year total assets ($M) among Weldon Machine Tool, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Weldon Solutions multi-year asset trail

Sponsor-wide plan assets over time

All Weldon Solutions plans reported in each filing year

Latest sponsor-wide plan assets
$12M 38.310452487875125% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.74M $12.1M ▲ +38.3%
Year Plans Participants Total Assets
2022 1 37 $9M
2023 1 39 $10M
2024 1 36 $12M

Weldon Solutions filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN233023919
Plan Effective Date1999-12-30
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Weldon Machine Tool, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Weldon Machine Tool, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.009960376 · Participants: 39Weldon Machine Tool, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Weldon Machine Tool, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Weldon Machine Tool, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Weldon Machine Tool, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Ebco Holdings Co. Employee Stock Ownership Plan in IL ($10M); by covered participants it is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (39 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 Weldon Machine Tool, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Weldon Machine Tool, Inc. Employee Stock Ownership Plan grew at a solid clip - up 13.9% during 2023, from $9M to $10M. Reported net income was $1M.
How have Weldon Solutions plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Weldon Solutions's sponsor-wide assets grew 38.3%, from $9M to $12M.
Which ESOP plans are similar in size to Weldon Machine Tool, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ebco Holdings Co. Employee Stock Ownership Plan in IL ($10M, 16 participants).
Which ESOP plans cover a similar participant headcount to Weldon Machine Tool, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (39 participants, $29M 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 233023919.

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.