ESOP · DOL Form 5500 · 2023

Woda-Cooper Companies, Inc. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
485
Participants Below avg headcount
69th
Percentile by assets National rank
$34,157
Avg per participant Low balance/head
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Official DOL plan name: Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Woda-Cooper Companies, Inc. · Ohio · Real Estate

$17M in assets, 485 participants

Woda-Cooper Companies, Inc.'s Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust reported $17M in total assets and 485 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.

  • #3,977 in Real Estate (4,727 peers)

Woda-Cooper Companies, Inc. multi-year trail

Woda-Cooper Companies, Inc.'s plans moved +49.7% in assets from 2022 to 2024; this filing shows Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust at $17M / 485 participants.

#3,977
in Real Estate (4,727 peers)
+20.3%
assets growth YoY

Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$16,566,101 Top 31% higher than 69% 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

Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust 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. Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (485 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 260430251 · Woda-Cooper Companies, Inc. PY 2023 · ESOP

Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust · $17M · 485 · 69th

  • BOY $17M
  • BOY 485
  • BOY 69th
  • BOY ESOP
  • BOY near Select Investment and Management Co. Employee Stock Ownership Plan
  • BOY ind #3977

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 →

Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Valhalla Holdings, Inc. Employee Stock Ownership Plan and TrustValhalla Holdings, Inc. Empl…$17MSelect Investment and Management Co. Employee Stock Ownership PlanSelect Investment and Manage…$17MBurns Engineering, Inc. Employee Stock Ownership PlanBurns Engineering, Inc. Empl…$17MBernards Holdings, Inc. Employee Stock Ownership PlanBernards Holdings, Inc. Empl…$17MThermoanalytics, Inc. Employee Stock Ownership PlanThermoanalytics, Inc. Employ…$17M
End-of-year total assets ($M) among Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Woda-Cooper Companies, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Woda-Cooper Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 49.743646579476916% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.9M $31.4M ▲ +49.8%
Year Plans Participants Total Assets
2022 2 966 $21M
2023 2 1,023 $25M
2024 2 1,082 $31M

Woda-Cooper Companies, Inc. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN260430251
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.016566101 · Participants: 485Valhalla Holdings, Inc. Employee Stock Ownership Plan and TrustProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Ohio, the nearest ESOP by assets is Select Investment and Management Co. Employee Stock Ownership Plan in ID ($17M); by covered participants it is A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan in MD (485 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (485 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 Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust grew sharply - up 20.3% during 2023, from $14M to $17M. Reported net income was $3M.
How have Woda-Cooper Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Woda-Cooper Companies, Inc.'s sponsor-wide assets grew 49.7%, from $21M to $31M.
Which ESOP plans are similar in size to Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Select Investment and Management Co. Employee Stock Ownership Plan in ID ($17M, 134 participants).
Which ESOP plans cover a similar participant headcount to Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan in MD (485 participants, $44M 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 260430251.

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.