ESOP · DOL Form 5500 · 2023

World Travel, Inc. ESOP

Data updated 2026-08-25

$99M
Total assets Below avg plan size
497
Participants Below avg headcount
91st
Percentile by assets National rank
$199,696
Avg per participant Above avg balance/head
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Official DOL plan name: World Travel, Inc. Employee Stock Ownership Plan · Sponsored by World Travel, Inc. · Pennsylvania · Administrative & Support Services

$99M in assets, 497 participants

World Travel, Inc.'s World Travel, Inc. Employee Stock Ownership Plan reported $99M in total assets and 497 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #4,191 in Administrative & Support Services (4,372 peers)

Where World Travel, Inc. Employee Stock Ownership Plan sits by assets

World Travel, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $99M for 497 participants (~$199,696/participant), up 27.8% in 2023.

#4,191
in Administrative & Support Services (4,372 peers)
+27.8%
assets growth YoY
1.0×
vs typical plan assets (national mean)

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

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

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

$99,248,768 Top 9% higher than 91% 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

World Travel, Inc. Employee Stock Ownership 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. World Travel, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (497 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • World Travel, Inc. Employee Stock Ownership Plan reported net income rose from $11M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • World Travel, Inc. Employee Stock Ownership Plan end-of-year assets rose from $78M in the plan year 2022 filing to $99M in the plan year 2023 filing.
  • World Travel, Inc. Employee Stock Ownership Plan reported participants rose from 487 in the plan year 2022 filing to 497 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 232228965 · World Travel, Inc. PY 2023 · ESOP

World Travel, Inc. Employee Stock Ownership Plan · $99M · 497 · 91st

  • IND $99M
  • IND 497
  • IND 91st
  • IND ESOP
  • IND near Communications International, Inc. Employee Stock Ownership Plan and Trust
  • IND ind #4191

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 →

World Travel, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Smith Seckman Reid, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Emp…$99MPeopletec, Inc. Employee Stock Ownership PlanPeopletec, Inc. Employee Sto…$99MWorld Travel, Inc. Employee Stock Ownership PlanWorld Travel, Inc. Employee …$99MCommunications International, Inc. Employee Stock Ownership Plan and TrustCommunications International…$99MShowplace Wood Products, Inc. Employee Stock Ownership PlanShowplace Wood Products, Inc…$99M
End-of-year total assets ($M) among World Travel, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)-$57M
Net Income$25M
Employer EIN232228965
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (World Travel, Inc.)

Sponsor-wide plan assets over time

All World Travel, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$155M 35.68483036983926% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $114M $155M ▲ +35.7%
Year Plans Participants Total Assets
2022 2 971 $114M
2023 2 1,000 $139M
2024 2 1,034 $155M

Nearby ESOP Plans in Pennsylvania

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

World Travel, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants World Travel, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.099248768 · Participants: 497World Travel, 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
World Travel, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare World Travel, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Communications International, Inc. Employee Stock Ownership Plan and Trust in FL ($99M); by covered participants it is Ats ESOP Holdings, Inc. Employee Stock Ownership Plan in VA (499 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (497 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 World Travel, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
World Travel, Inc. Employee Stock Ownership Plan grew sharply - up 27.8% during 2023, from $78M to $99M. Reported net income was $25M.
How have World Travel, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), World Travel, Inc.'s sponsor-wide assets grew 35.7%, from $114M to $155M.
Where does World Travel, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
World Travel, Inc. Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to World Travel, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Communications International, Inc. Employee Stock Ownership Plan and Trust in FL ($99M, 122 participants).
Which ESOP plans cover a similar participant headcount to World Travel, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ats ESOP Holdings, Inc. Employee Stock Ownership Plan in VA (499 participants, $28M 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 232228965.

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.