ESOP · DOL Form 5500 · 2023

Widelity, Inc. ESOP

Data updated 2026-08-25

$448K
Total assets Small plan by assets
70
Participants Small participant base
17th
Percentile by assets National rank
$6,406
Avg per participant Low balance/head
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Official DOL plan name: Widelity, Inc. Employee Stock Ownership Plan · Sponsored by Widelity, Inc. · Virginia · Professional & Technical Services

$448K in assets, 70 participants

Widelity, Inc.'s Widelity, Inc. Employee Stock Ownership Plan reported $448K in total assets and 70 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,595 in Professional & Technical Services (20,321 peers)

Widelity, Inc. multi-year trail

Widelity, Inc.'s plans moved +2515.3% in assets from 2022 to 2024; this filing shows Widelity, Inc. Employee Stock Ownership Plan at $448K / 70 participants.

#2,595
in Professional & Technical Services (20,321 peers)
+34.1%
assets growth YoY

Widelity, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

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

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

$448,438 17th percentile higher than 17% 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

Widelity, 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. Widelity, Inc. Employee Stock Ownership Plan is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Widelity, Inc. Employee Stock Ownership Plan reported net income rose from -$401K in the plan year 2022 filing to $114K in the plan year 2023 filing.
  • Widelity, Inc. Employee Stock Ownership Plan end-of-year assets rose from $335K in the plan year 2022 filing to $448K in the plan year 2023 filing.
  • Widelity, Inc. Employee Stock Ownership Plan reported participants rose from 58 in the plan year 2022 filing to 70 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 204981626 · Widelity, Inc. PY 2023 · ESOP

Widelity, Inc. Employee Stock Ownership Plan · $448K · 70 · 17th

  • PART $448K
  • PART 70
  • PART 17th
  • PART ESOP
  • PART near E-Pak Machinery, Inc. Employee Stock Ownership Plan
  • PART ind #2595

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 Virginia →

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

Widelity, Inc. Employee Stock Ownership PlanWidelity, Inc. Employee Stoc…$448KE-Pak Machinery, Inc. Employee Stock Ownership PlanE-Pak Machinery, Inc. Employ…$448KMatrix Hg Inc. Employee Stock Ownership PlanMatrix Hg Inc. Employee Stoc…$450KConsumers Pipe and Supply Co. Employee Stock Ownership PlanConsumers Pipe and Supply Co…$450KFarmers Bancshares, Inc. Employee Stock Ownership PlanFarmers Bancshares, Inc. Emp…$446K
End-of-year total assets ($M) among Widelity, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Widelity, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Widelity, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 2515.289985052317% vs 2022
2024 filing year
$0M$5M$10M 202220232024 $0.33M $8.75M ▲ +2551.5%
Year Plans Participants Total Assets
2022 1 58 $335K
2023 1 70 $448K
2024 2 226 $9M

Widelity, Inc. filing trail (2023)

Total Assets (Beginning of Year)$335K
Net Assets (End of Year)$448K
Net Income$114K
Employer EIN204981626
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Virginia

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

Widelity, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Widelity, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000448438 · Participants: 70Widelity, Inc. Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.200416394 · Participants: 6866Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.351932601 · Participants: 1751The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($B): 0.331314714 · Participants: 1782American Systems Corporation Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.321520666 · Participants: 1652Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.320954252 · Participants: 444New River Electrical Corporation Employee Stock Ownership Plan
Widelity, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Widelity, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest ESOP by assets is E-Pak Machinery, Inc. Employee Stock Ownership Plan in MI ($448K); by covered participants it is Amended and Restated Affinity Bank Employee Stock Ownership Plan in GA (70 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (70 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 Widelity, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Widelity, Inc. Employee Stock Ownership Plan surged - up 34.1% during 2023, from $335K to $448K. Reported net income was $114K.
How have Widelity, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Widelity, Inc.'s sponsor-wide assets grew 2515.3%, from $335K to $9M.
Where does Widelity, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Widelity, Inc. Employee Stock Ownership Plan ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Widelity, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is E-Pak Machinery, Inc. Employee Stock Ownership Plan in MI ($448K, 52 participants).
Which ESOP plans cover a similar participant headcount to Widelity, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Amended and Restated Affinity Bank Employee Stock Ownership Plan in GA (70 participants, $9M 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 204981626.

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.