ESOP · DOL Form 5500 · 2023

Woodfold Marco Manufacturing, Inc. ESOP

Data updated 2026-08-11

$35M
Total assets
48
Participants
81st
Percentile by assets
$721,233
Avg per participant
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Official DOL plan name: Woodfold Employee Stock Ownership Plan · Sponsored by Woodfold Marco Manufacturing, Inc. · Oregon · Manufacturing

$35M in assets, 48 participants

Woodfold Marco Manufacturing, Inc.'s Woodfold Employee Stock Ownership Plan reported $35M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • 81st percentile by assets (of 127,072 plans)
  • #13,749 in Manufacturing (18,722 peers)

Where Woodfold Employee Stock Ownership Plan sits by assets

Woodfold Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $35M for 48 participants (~$721,233/participant), up 6.3% in 2023.

$35M
total plan assets (2023 EOY)
48
covered participants
81st
percentile by assets (of 127,072 plans)
$721,233
avg assets per participant

Where Woodfold Employee Stock Ownership Plan sits by total assets

Woodfold Employee Stock Ownership Plan vs every filed plan by assets

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

$34,619,164 Top 19% higher than 81% 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

  • Woodfold Employee Stock Ownership Plan reported net income fell from $10M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Woodfold Employee Stock Ownership Plan reported participants fell from 54 in the plan year 2022 filing to 48 in the plan year 2023 filing.
  • Woodfold Employee Stock Ownership Plan end-of-year assets rose from $33M in the plan year 2022 filing to $35M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Woodfold Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Woodfold Employee Stock Ownership Plan outranks 81% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$30M
Net Income$2M
Employer EIN930653578
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Woodfold Marco Manufacturing, Inc.)

$32M$34M$36M$38M 202220232024 $32.6M $37M ▲ +13.6%
Total plan assets by year, all Woodfold Marco Manufacturing, Inc. plans on file
Year Plans Participants Total Assets
2022 1 54 $33M
2023 1 48 $35M
2024 1 54 $37M

Nearby ESOP Plans in Oregon

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

Woodfold Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 050100150200250 Total assets ($M) Participants Woodfold Employee St…, Total assets ($M): 34.619164 · Participants: 48Woodfold Employee St…Bob's Red Mill Natur…, Total assets ($M): 235.753413 · Participants: 580Bob's Red Mill Natur…Bi-Mart Corporation …, Total assets ($M): 210.231629 · Participants: 1981Bi-Mart Corporation …Pacific Industrial C…, Total assets ($M): 204.304035 · Participants: 71Pacific Industrial C…Key Knife, Inc. Empl…, Total assets ($M): 168.331686 · Participants: 69Key Knife, Inc. Empl…Northwest Pump & Equ…, Total assets ($M): 73.155492 · Participants: 200Northwest Pump & Equ…
Woodfold Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Woodfold Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Woodfold Employee Stock Ownership Plan assets move in 2023?
Woodfold Employee Stock Ownership Plan grew at a solid clip - up 6.3% during 2023, from $33M to $35M. Reported net income was $2M.
How have Woodfold Marco Manufacturing, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Woodfold Marco Manufacturing, Inc.'s sponsor-wide assets grew 13.6%, from $33M to $37M.
Where does Woodfold Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Woodfold Employee Stock Ownership Plan ranks in the 81st 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 Woodfold Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Warehouse One, Inc. Employee Stock Ownership Plan in MO ($35M, 34 participants).

Next read for Woodfold Employee Stock Ownership Plan

Scale reading

Ways to act on Woodfold Employee Stock Ownership Plan's numbers.

  • By total assets, Woodfold Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Oregon. Compare plans
  • Woodfold Marco Manufacturing, Inc.'s sponsor-wide assets have grown 13.6% since 2022 across 3 plan years on file. More Manufacturing plans