ESOP · DOL Form 5500 · 2023

Wohlsen Construction Company ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
261
Participants Below avg headcount
74th
Percentile by assets National rank
$82,479
Avg per participant Below avg balance/head
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Official DOL plan name: Wohlsen Construction Company Employee Stock Ownership Plan · Sponsored by Wohlsen Construction Company · Pennsylvania · Construction

$22M in assets, 261 participants

Wohlsen Construction Company's Wohlsen Construction Company Employee Stock Ownership Plan reported $22M in total assets and 261 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #6,553 in Construction (9,030 peers)

Coverage in Pennsylvania

Wohlsen Construction Company Employee Stock Ownership Plan covers 261 participants in Pennsylvania, about 32% of the average Pennsylvania filer (state average ~822 per filing). Assets: $22M.

#6,553
in Construction (9,030 peers)
+54.5%
assets growth YoY

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.

Wohlsen Construction Company Employee Stock Ownership Plan's outsized position by total assets

Wohlsen Construction Company Employee Stock Ownership Plan vs every filed plan by assets

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

$21,526,945 Top 26% higher than 74% 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

Wohlsen Construction Company 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. Wohlsen Construction Company Employee Stock Ownership Plan sits mid-pack in the medium band (261 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wohlsen Construction Company Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to -$11M in the plan year 2023 filing.
  • Wohlsen Construction Company Employee Stock Ownership Plan end-of-year assets rose from $14M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 231542546 · Wohlsen Construction Company PY 2023 · ESOP

Wohlsen Construction Company Employee Stock Ownership Plan · $22M · 261 · 74th

  • EOY $22M
  • EOY 261
  • EOY 74th
  • EOY ESOP
  • EOY near Patterson Pope, Inc Employee Stock Ownership Plan
  • EOY ind #6553

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 →

Wohlsen Construction Company Employee Stock Ownership Plan in the asset neighbourhood

Regal Service Employee Stock Ownership PlanRegal Service Employee Stock…$22MPatterson Pope, Inc Employee Stock Ownership PlanPatterson Pope, Inc Employee…$22MWohlsen Construction Company Employee Stock Ownership PlanWohlsen Construction Company…$22MWestern Land Services, Inc. Employee Stock Ownership PlanWestern Land Services, Inc. …$22MBacklund Investment Co. Employee Stock Ownership Plan and TrustBacklund Investment Co. Empl…$22M
End-of-year total assets ($M) among Wohlsen Construction Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$3M
Net Income-$11M
Employer EIN231542546
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wohlsen Construction Company)

Sponsor-wide plan assets over time

All Wohlsen Construction Company plans reported in each filing year

Latest sponsor-wide plan assets
$73M 65.29304052167998% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $44.1M $72.8M ▲ +65.3%
Year Plans Participants Total Assets
2022 2 551 $44M
2023 2 579 $58M
2024 2 605 $73M

Nearby ESOP Plans in Pennsylvania

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

Wohlsen Construction Company Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Wohlsen Construction Company Employee Stock Ownership Plan, Total assets ($B): 0.021526945 · Participants: 261Wohlsen Construction Company 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
Wohlsen Construction Company Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants

Wohlsen Construction Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Patterson Pope, Inc Employee Stock Ownership Plan in NC ($22M); by covered participants it is Dustrol, Inc. Employees' Stock Ownership Plan in KS (261 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (261 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 Wohlsen Construction Company Employee Stock Ownership Plan assets move in 2023?
Wohlsen Construction Company Employee Stock Ownership Plan surged - up 54.5% during 2023, from $14M to $22M. Reported net income was -$11M.
How have Wohlsen Construction Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Wohlsen Construction Company's sponsor-wide assets grew 65.3%, from $44M to $73M.
Which ESOP plans are similar in size to Wohlsen Construction Company Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Patterson Pope, Inc Employee Stock Ownership Plan in NC ($22M, 158 participants).
Which ESOP plans cover a similar participant headcount to Wohlsen Construction Company Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Dustrol, Inc. Employees' Stock Ownership Plan in KS (261 participants, $72M in assets).