ESOP · DOL Form 5500 · 2023
Champagne Resorts, Inc. ESOP
Data updated 2026-08-25
- N/A
- Total assets —
- 958
- Participants Near avg headcount
Official DOL plan name: Welk Hospitality Group Profit Sharing Plan · Sponsored by Champagne Resorts, Inc. · California · Real Estate
N/A in assets, 958 participants
Champagne Resorts, Inc.'s Welk Hospitality Group Profit Sharing Plan reported N/A in total assets and 958 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2023 filing shows
Welk Hospitality Group Profit Sharing Plan holds N/A for 958 participants.
- -$11M
- reported net income
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Welk Hospitality Group Profit Sharing 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. Welk Hospitality Group Profit Sharing Plan sits mid-pack in the medium band (958 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Welk Hospitality Group Profit Sharing Plan reported net income fell from -$5M in the plan year 2022 filing to -$11M in the plan year 2023 filing.
- Welk Hospitality Group Profit Sharing Plan reported participants rose from 881 in the plan year 2022 filing to 958 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 453672278 · Champagne Resorts, Inc. PY 2023 · ESOP
Welk Hospitality Group Profit Sharing Plan · N/A · 958
- EOY N/A
- EOY 958
- EOY PY 2023
- EOY ESOP
- EOY near Personal Touch Home Care Employee Stock Ownership Plan
- EOY -$11M
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 California →
Filing particulars (2023)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$11M |
| Employer EIN | 453672278 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Champagne Resorts, Inc.)
Sponsor-wide plan assets over time
All Champagne Resorts, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 881 | $11M |
| 2023 | 1 | 958 | N/A |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Parsons Employee Stock Ownership Plan $3.8B · 7,871
- Acco Employee Stock Ownership Plan $1.4B · 1,397
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
- Agron, Inc. Employee Stock Ownership Plan $533M · 72
- Recology Employee Stock Ownership Plan $497M · 3,656
Welk Hospitality Group Profit Sharing Plan's closest out-of-state ESOP peers by headcount
Outside California, the nearest ESOP by covered participants is Personal Touch Home Care Employee Stock Ownership Plan in NY (963 participants; this filing: 958 participants).
Similar participant headcount
Nearest other-state filings by covered participants (958 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.