ESOP · DOL Form 5500 · 2023

Wilson-Mcshane Corporation ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
213
Participants Below avg headcount
51st
Percentile by assets National rank
$33,242
Avg per participant Low balance/head
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Official DOL plan name: Wilson-Mcshane Corporation Employee Stock Ownership Plan · Sponsored by Wilson-Mcshane Corporation · Minnesota · Finance & Insurance

$7M in assets, 213 participants

Wilson-Mcshane Corporation's Wilson-Mcshane Corporation Employee Stock Ownership Plan reported $7M in total assets and 213 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,271 in Finance & Insurance (8,869 peers)

Coverage in Minnesota

Wilson-Mcshane Corporation Employee Stock Ownership Plan covers 213 participants in Minnesota, about 19% of the average Minnesota filer (state average ~1,126 per filing). Assets: $7M.

#3,271
in Finance & Insurance (8,869 peers)
+3.5%
assets growth YoY

Wilson-Mcshane Corporation Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Wilson-Mcshane Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$7,080,627 Top 49% higher than 51% 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

Wilson-Mcshane Corporation 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. Wilson-Mcshane Corporation Employee Stock Ownership Plan sits mid-pack in the medium band (213 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wilson-Mcshane Corporation Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2022 filing to $683K in the plan year 2023 filing.
  • Wilson-Mcshane Corporation Employee Stock Ownership Plan reported participants rose from 183 in the plan year 2022 filing to 213 in the plan year 2023 filing.
  • Wilson-Mcshane Corporation Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 410956552 · Wilson-Mcshane Corporation PY 2023 · ESOP

Wilson-Mcshane Corporation Employee Stock Ownership Plan · $7M · 213 · 51st

  • TYPE $7M
  • TYPE 213
  • TYPE 51st
  • TYPE ESOP
  • TYPE near Green Art Plumbing Supply, Inc. Employee Stock Ownership Plan & Trust
  • TYPE ind #3271

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 Minnesota →

Wilson-Mcshane Corporation Employee Stock Ownership Plan in the asset neighbourhood

Wilson-Mcshane Corporation Employee Stock Ownership PlanWilson-Mcshane Corporation E…$7MGreen Art Plumbing Supply, Inc. Employee Stock Ownership Plan & TrustGreen Art Plumbing Supply, I…$7MBarry Company, Inc. Employee Stock Ownership PlanBarry Company, Inc. Employee…$7MAutomotive Distributors Employee Stock Ownership PlanAutomotive Distributors Empl…$7MKya Group Employee Stock Ownership PlanKya Group Employee Stock Own…$7M
End-of-year total assets ($M) among Wilson-Mcshane Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$2M
Net Income$683K
Employer EIN410956552
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wilson-Mcshane Corporation)

Sponsor-wide plan assets over time

All Wilson-Mcshane Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$76M 38.522490599989% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $55.2M $76.5M ▲ +38.5%
Year Plans Participants Total Assets
2022 2 618 $55M
2023 2 670 $67M
2024 2 675 $76M

Nearby ESOP Plans in Minnesota

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

Wilson-Mcshane Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Wilson-Mcshane Corporation Employee Stock Ownership Plan, Total assets ($M): 7.080627 · Participants: 213Wilson-Mcshane Corporation Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 899.073238 · Participants: 11644Andersen Corporation Employee Stock Ownership PlanKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 497.538965 · Participants: 789Kingdom Enterprises, Inc. Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 432.374379 · Participants: 446Landscape Structures, Inc. Employee Stock Ownership Plan and TrustHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 431.874919 · Participants: 4575Hormel Foods Corporation Joint Earnings Profit Sharing TrustForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 426.610266 · Participants: 412Force America Inc. Employee Stock Ownership Plan
Wilson-Mcshane Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Wilson-Mcshane Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Wilson-Mcshane Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Green Art Plumbing Supply, Inc. Employee Stock Ownership Plan & Trust in NY ($7M); by covered participants it is Health Management Associates, Inc. Employee Stock Ownership Plan in MI (213 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (213 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 Wilson-Mcshane Corporation Employee Stock Ownership Plan assets move in 2023? ▼
Wilson-Mcshane Corporation Employee Stock Ownership Plan edged up modestly - up 3.5% during 2023, from $7M to $7M. Reported net income was $683K.
How have Wilson-Mcshane Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wilson-Mcshane Corporation's sponsor-wide assets grew 38.5%, from $55M to $76M.
Which ESOP plans are similar in size to Wilson-Mcshane Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Green Art Plumbing Supply, Inc. Employee Stock Ownership Plan & Trust in NY ($7M, N/A participants).
Which ESOP plans cover a similar participant headcount to Wilson-Mcshane Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Health Management Associates, Inc. Employee Stock Ownership Plan in MI (213 participants, N/A 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 410956552.

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.