ESOP · DOL Form 5500 · 2023

Wawa, Inc. ESOP

Data updated 2026-08-25

$5.3B
Total assets Very large vs avg
42,695
Participants Very large workforce
100th
Percentile by assets National rank
$125,032
Avg per participant Near avg balance/head
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Official DOL plan name: Wawa, Inc. Employee Stock Ownership Plan · Sponsored by Wawa, Inc. · Pennsylvania · Retail Trade

$5.3B in assets, 42,695 participants

Wawa, Inc.'s Wawa, Inc. Employee Stock Ownership Plan reported $5.3B in total assets and 42,695 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

  • #8,400 in Retail Trade (8,414 peers)

Coverage in Pennsylvania

Wawa, Inc. Employee Stock Ownership Plan covers 42,695 participants in Pennsylvania, 52x the typical Pennsylvania plan (state average ~822 per filing). Assets: $5.3B.

#8,400
in Retail Trade (8,414 peers)
+18.1%
assets growth YoY
54×
vs typical plan assets (national mean)

Wawa, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

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

$5,338,226,537 Highest reported value at or above every one 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

Wawa, Inc. Employee Stock Ownership Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wawa, Inc. Employee Stock Ownership Plan is a mega filing (42,695 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wawa, Inc. Employee Stock Ownership Plan reported net income rose from $405M in the plan year 2022 filing to $861M in the plan year 2023 filing.
  • Wawa, Inc. Employee Stock Ownership Plan reported participants rose from 22,323 in the plan year 2022 filing to 42,695 in the plan year 2023 filing.
  • Wawa, Inc. Employee Stock Ownership Plan end-of-year assets rose from $4.5B in the plan year 2022 filing to $5.3B in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 210515330 · Wawa, Inc. PY 2023 · ESOP

Wawa, Inc. Employee Stock Ownership Plan · $5.3B · 42,695 · 100th

  • BOY $5.3B
  • BOY 42,695
  • BOY 100th
  • BOY ESOP
  • BOY near Burns & Mcdonnell, Inc. Employee Stock Ownership Plan
  • BOY ind #8400

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 →

Wawa, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Wawa, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ow…$5.3BBurns & Mcdonnell, Inc. Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Empl…$4.7BWinco Employee Stock Ownership PlanWinco Employee Stock Ownersh…$4.7BAmsted Industries Incorporated Employees' Stock Ownership PlanAmsted Industries Incorporat…$4.4BParsons Employee Stock Ownership PlanParsons Employee Stock Owner…$3.8B
End-of-year total assets ($B) among Wawa, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$4.5B
Net Assets (End of Year)$5.2B
Net Income$861M
Employer EIN210515330
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wawa, Inc.)

Sponsor-wide plan assets over time

All Wawa, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6.7B 25.699973195157945% vs 2022
2024 filing year
$5B$5.5B$6B$6.5B$7B 202220232024 $5.29B $6.65B ▲ +25.7%
Year Plans Participants Total Assets
2022 2 37,378 $5.3B
2023 2 58,427 $6.3B
2024 2 55,426 $6.7B

Nearby ESOP Plans in Pennsylvania

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

Wawa, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 0246 Total assets ($B) Participants Wawa, Inc. Employee Stock Ownership Plan, Total assets ($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 PlanNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.257580354 · Participants: 292Newage Industries, Inc. Employee Stock Ownership Plan
Wawa, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Wawa, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Scale composition for Wawa, Inc. Employee Stock Ownership Plan

Wawa, Inc. Employee Stock Ownership Plan reports $5.3B in end-of-year assets across 42,695 participants (0.043% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.045% of 93,925,755 covered participants) - about $125,032 per participant (90% of the national average assets-per-participant) . Net income for plan year 2023 was $861M.

This plan identity (EIN 210515330, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $4.5B to $5.5B (+22.4%) while covered participants moved from 22,323 to 37,745 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 22,323 $4.5B Open filing
2023 42,695 $5.3B This page
2024 · index core 37,745 $5.5B Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

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

Outside Pennsylvania, the nearest ESOP by assets is Burns & Mcdonnell, Inc. Employee Stock Ownership Plan in MO ($4.7B); by covered participants it is Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan in OH (32,152 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42,695 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 Wawa, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Wawa, Inc. Employee Stock Ownership Plan grew sharply - up 18.1% during 2023, from $4.5B to $5.3B. Reported net income was $861M.
How have Wawa, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wawa, Inc.'s sponsor-wide assets grew 25.7%, from $5.3B to $6.7B.
Where does Wawa, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Wawa, Inc. Employee Stock Ownership Plan ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which ESOP plans are similar in size to Wawa, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Burns & Mcdonnell, Inc. Employee Stock Ownership Plan in MO ($4.7B, 8,553 participants).
Which ESOP plans cover a similar participant headcount to Wawa, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan in OH (32,152 participants, $23.1B 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 210515330.

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.