Other
2023 plan-year Other DOL Form 5500

WOHLSEN CONSTRUCTION COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

WOHLSEN CONSTRUCTION COMPANY

This Other plan holds $22M in total assets and serves 261 participants as of 2023. It is sponsored by WOHLSEN CONSTRUCTION COMPANY in Pennsylvania. The plan reported a net loss of $11M for the year.

Total Assets (2023)
$22M
Participants
261
State
Industry
Construction

What the Filing Says About WOHLSEN CONSTRUCTION COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

WOHLSEN CONSTRUCTION COMPANY EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by WOHLSEN CONSTRUCTION COMPANY, headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $22M in total end-of-year assets and covers 261 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 231542546, and the plan has been effective since 2014-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $14M at the beginning of 2023 to $22M at year-end — a gain of 54.5%. Net assets (after liabilities) closed the year at $3M, with reported net income of $-11,393,340 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$14M
Total Assets (End of Year)$22M
Net Assets (End of Year)$3M
Net Income$-11,393,340
Plan TypeOther
Employer EIN231542546
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (WOHLSEN CONSTRUCTION COMPANY)

Year Plans Participants Total Assets
2022 2 551 $44M
2023 2 579 $58M
2024 2 605 $73M

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

Frequently Asked Questions

How much money is in the WOHLSEN CONSTRUCTION COMPANY EMPLOYEE STOCK OWNERSHIP PLAN?
As of the 2023 Form 5500 filing, WOHLSEN CONSTRUCTION COMPANY EMPLOYEE STOCK OWNERSHIP PLAN holds $22M in total assets with 261 participants. It is sponsored by WOHLSEN CONSTRUCTION COMPANY.
What type of plan is WOHLSEN CONSTRUCTION COMPANY EMPLOYEE STOCK OWNERSHIP PLAN?
WOHLSEN CONSTRUCTION COMPANY EMPLOYEE STOCK OWNERSHIP PLAN is a Other plan. It has been effective since 2014-01-01. The plan is filed with the U.S. Department of Labor under EIN 231542546.
Who sponsors the WOHLSEN CONSTRUCTION COMPANY EMPLOYEE STOCK OWNERSHIP PLAN?
WOHLSEN CONSTRUCTION COMPANY EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by WOHLSEN CONSTRUCTION COMPANY, located in Pennsylvania. The sponsor's EIN is 231542546 and the plan operates in the Construction industry.
How did WOHLSEN CONSTRUCTION COMPANY EMPLOYEE STOCK OWNERSHIP PLAN perform in 2023?
WOHLSEN CONSTRUCTION COMPANY EMPLOYEE STOCK OWNERSHIP PLAN grew by 54.5% during 2023, moving from $14M to $22M in total assets. Net income was $-11,393,340.
Where can I find official filings for WOHLSEN CONSTRUCTION COMPANY EMPLOYEE STOCK OWNERSHIP PLAN?
Official Form 5500 filings for WOHLSEN CONSTRUCTION COMPANY EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 231542546 or plan name at efast.dol.gov.
How does WOHLSEN CONSTRUCTION COMPANY EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans?
You can compare WOHLSEN CONSTRUCTION COMPANY EMPLOYEE STOCK OWNERSHIP PLAN against other Other plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 231542546.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.