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
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
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.
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
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$11M |
| Employer EIN | 231542546 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING 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
| 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.
- 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
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (261 participants); asset peers above are excluded.
- Dustrol, Inc. Employees' Stock Ownership Plan (KS) 261 · 0 off
- Nd Energy Services Management, Inc. Employee Stock Ownership Plan (ND) 261 · 0 off
- The Cadmus Holding Company, Inc. Employee Stock Ownership Plan (MA) 261 · 0 off
- Qw ESOP (NC) 260 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.