ESOP · DOL Form 5500 · 2023

Wo Partners Holdings, Inc. ESOP

Data updated 2026-08-11

$59M
Total assets
3,454
Participants
87th
Percentile by assets
$17,214
Avg per participant
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Official DOL plan name: Wo Partners Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Wo Partners Holdings, Inc. · Florida · Administrative & Support Services

$59M in assets, 3,454 participants

Wo Partners Holdings, Inc.'s Wo Partners Holdings, Inc. Employee Stock Ownership Plan reported $59M in total assets and 3,454 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • 87th percentile by assets (of 127,072 plans)
  • #4,100 in Administrative & Support Services (4,372 peers)

Coverage in Florida

Wo Partners Holdings, Inc. Employee Stock Ownership Plan covers 3,454 participants in Florida, 5.5x the typical Florida plan (state average ~628 per filing). Assets: $59M.

$59M
total plan assets (2023 EOY)
3,454
covered participants
87th
percentile by assets (of 127,072 plans)
$17,214
avg assets per participant

Where Wo Partners Holdings, Inc. Employee Stock Ownership Plan sits by total assets

Wo Partners Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$59,457,502 Top 13% higher than 87% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wo Partners Holdings, Inc. Employee Stock Ownership Plan reported net income fell from $9M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Wo Partners Holdings, Inc. Employee Stock Ownership Plan reported participants fell from 4,868 in the plan year 2022 filing to 3,454 in the plan year 2023 filing.
  • Wo Partners Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $60M in the plan year 2022 filing to $59M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Florida
Industry
Administrative & Support Services

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Wo Partners Holdings, Inc. Employee Stock Ownership Plan reports 3,454 participants - 5.5x that state average ($59M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)-$30M
Net Income$1M
Employer EIN843756933
Plan Effective Date2019-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wo Partners Holdings, Inc.)

$0M$20M$40M$60M$80M 202220232024 $60M $10.8M ▼ -82.1%
Total plan assets by year, all Wo Partners Holdings, Inc. plans on file
Year Plans Participants Total Assets
2022 1 4,868 $60M
2023 1 3,454 $59M
2024 1 4,663 $11M

Nearby ESOP Plans in Florida

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

Wo Partners Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Wo Partners Holdings…, Total assets ($B): 0.059457502 · Participants: 3454Wo Partners Holdings…Publix Super Markets…, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets…Raymond James Financ…, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financ…Rsr Employee Stock O…, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock O…Summit Companies Hol…, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Hol…Thirty Fifteen Emplo…, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen Emplo…
Wo Partners Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Wo Partners Holdings, Inc. Employee Stoc… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Wo Partners Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Wo Partners Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Wo Partners Holdings, Inc. Employee Stock Ownership Plan held essentially flat - down 0.9% during 2023, from $60M to $59M. Reported net income was $1M.
How have Wo Partners Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wo Partners Holdings, Inc.'s sponsor-wide assets declined 82.1%, from $60M to $11M.
Where does Wo Partners Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Wo Partners Holdings, Inc. Employee Stock Ownership Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Wo Partners Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is ESOP of Umb in MO ($60M, 2,637 participants).

Next read for Wo Partners Holdings, Inc. Employee Stoc…

Filing takeaways

Ways to act on Wo Partners Holdings, Inc. Employee Stock Ownership Plan's numbers.

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 843756933.

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.