ESOP · DOL Form 5500 · 2023
The Wallick Companies, LLC ESOP
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 463
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $35,899
- Avg per participant Low balance/head
Official DOL plan name: The Wallick Companies, LLC Employee Stock Ownership Plan · Sponsored by The Wallick Companies, LLC · Ohio · Real Estate
$17M in assets, 463 participants
The Wallick Companies, LLC's The Wallick Companies, LLC Employee Stock Ownership Plan reported $17M in total assets and 463 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #3,979 in Real Estate (4,727 peers)
The Wallick Companies, LLC multi-year trail
The Wallick Companies, LLC's plans moved +27.0% in assets from 2022 to 2024; this filing shows The Wallick Companies, LLC Employee Stock Ownership Plan at $17M / 463 participants.
- #3,979
- in Real Estate (4,727 peers)
- -$81M
- reported net income
The plan reported a net loss of $81M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Wallick Companies, LLC Employee Stock Ownership Plan's outsized position by total assets
The Wallick Companies, LLC Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,621,191 Top 31% higher than 69% 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
The Wallick Companies, LLC 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. The Wallick Companies, LLC Employee Stock Ownership Plan sits mid-pack in the medium band (463 participants).
Form 5500 schedule snapshot
Filing strip 870796046 · The Wallick Companies, LLC PY 2023 · ESOP
The Wallick Companies, LLC Employee Stock Ownership Plan · $17M · 463 · 69th
- PHOTO $17M
- IND 463
- EOY 69th
- 5500 ESOP
- ASSETS near United Laboratories, Inc. Combined Employee Stock Ownership Plan
- PCT ind #3979
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 Ohio →
The Wallick Companies, LLC Employee Stock Ownership Plan in the asset neighbourhood
The Wallick Companies, LLC multi-year asset trail
Sponsor-wide plan assets over time
All The Wallick Companies, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 26.991031943416786% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 730 | $18M |
| 2023 | 2 | 1,333 | $38M |
| 2024 | 1 | 858 | $23M |
The Wallick Companies, LLC filing trail (2023)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | -$81M |
| Net Income | -$81M |
| Employer EIN | 870796046 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $23.1B · 32,152
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $1.7B · 1,019
- Messer Inc. Employee Stock Ownership Plan $622M · 873
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $504M · 4,110
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $452M · 434
The Wallick Companies, LLC Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Ohio, the nearest ESOP by assets is United Laboratories, Inc. Combined Employee Stock Ownership Plan in IL ($17M); by covered participants it is B & W Custom Truck Beds, Inc. Employee Stock Ownership Plan in KS (463 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (463 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.