ESOP · DOL Form 5500 · 2023

Wo Partners Holdings, Inc. ESOP

Data updated 2026-08-25

$59M
Total assets Below avg plan size
3,454
Participants Above avg headcount
87th
Percentile by assets National rank
$17,214
Avg per participant Low balance/head
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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.

  • #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.

#4,100
in Administrative & Support Services (4,372 peers)
-0.9%
assets change YoY
0.6×
vs typical plan assets (national mean)

Wo Partners Holdings, Inc. Employee Stock Ownership Plan's outsized position 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 $2,050,000,000 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

Wo Partners Holdings, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wo Partners Holdings, Inc. Employee Stock Ownership Plan lands in the large band (3,454 participants).

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 →

Published 5500 schedule card

Filing strip 843756933 · Wo Partners Holdings, Inc. PY 2023 · ESOP

Wo Partners Holdings, Inc. Employee Stock Ownership Plan · $59M · 3,454 · 87th

  • NET $59M
  • BOOK 3,454
  • VS-ST 87th
  • BOY ESOP
  • SCH near ESOP of Umb
  • EBSA ind #4100

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 Florida →

Wo Partners Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Electrical Corporation of America Employee Stock Ownership PlanElectrical Corporation of Am…$60MMetron, Inc. Employee Stock Ownership Plan and TrustMetron, Inc. Employee Stock …$60MRyan Lawn & Tree, Inc. Employee Stock Ownership PlanRyan Lawn & Tree, Inc. Emplo…$60MESOP of Umb$60MWo Partners Holdings, Inc. Employee Stock Ownership PlanWo Partners Holdings, Inc. E…$59M
End-of-year total assets ($M) among Wo Partners Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Wo Partners Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 82.07871076534408% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $60M $10.8M ▼ -82.1%
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 ($B) Participants Wo Partners Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.059457502 · Participants: 3454Wo Partners Holdings, Inc. Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen Employee Stock Ownership Plan
Wo Partners Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Wo Partners Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Wo Partners Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is ESOP of Umb in MO ($60M); by covered participants it is Ferrell Companies, Inc. Employee Stock Ownership Plan in MO (3,453 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,454 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 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).
Which ESOP plans cover a similar participant headcount to Wo Partners Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ferrell Companies, Inc. Employee Stock Ownership Plan in MO (3,453 participants, $75M 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 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.