ESOP · DOL Form 5500 · 2023
World Travel, Inc. ESOP
Data updated 2026-08-11
- $99M
- Total assets
- 497
- Participants
- 91st
- Percentile by assets
- $199,696
- Avg per participant
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.
- 91st percentile by assets (of 127,072 plans)
- #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.
- $99M
- total plan assets (2023 EOY)
- 497
- covered participants
- 91st
- percentile by assets (of 127,072 plans)
- $199,696
- avg assets per participant
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.
World Travel, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, World Travel, Inc. Employee Stock Ownership Plan outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $78M |
|---|---|
| Net Assets (End of Year) | -$57M |
| Net Income | $25M |
| Employer EIN | 232228965 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (World Travel, Inc.)
| 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
- Wawa, Inc. Employee Stock Ownership Plan $5.3B · 42,695
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.6B · 342
- Centimark Corporation Employee Stock Ownership Plan and Trust $687M · 2,353
- Sheetz, Inc. Employee Stock Ownership Plan $686M · 13,858
- D & H Employee Stock Ownership Plan $289M · 1,461
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to World Travel, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Next read for World Travel, Inc. Employee Stock Owners…
Scale reading
Ways to act on World Travel, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, World Travel, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
- World Travel, Inc.'s sponsor-wide assets have grown 35.7% since 2022 across 3 plan years on file. More Administrative & Support Services plans