ESOP · DOL Form 5500 · 2023
Wallner Holdings, Corp ESOP
Data updated 2026-08-11
- $64M
- Total assets
- 127
- Participants
- 88th
- Percentile by assets
- $502,553
- Avg per participant
Official DOL plan name: Wallner Expac Employer Stock Ownership Plan · Sponsored by Wallner Holdings, Corp · California · Manufacturing
$64M in assets, 127 participants
Wallner Holdings, Corp's Wallner Expac Employer Stock Ownership Plan reported $64M in total assets and 127 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- 88th percentile by assets (of 127,072 plans)
- #15,372 in Manufacturing (18,722 peers)
Coverage in California
Wallner Expac Employer Stock Ownership Plan covers 127 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $64M.
- $64M
- total plan assets (2023 EOY)
- 127
- covered participants
- 88th
- percentile by assets (of 127,072 plans)
- $502,553
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wallner Expac Employer Stock Ownership Plan reported net income rose from $11M in the plan year 2022 filing to $25M in the plan year 2023 filing.
- Wallner Expac Employer Stock Ownership Plan end-of-year assets rose from $49M in the plan year 2022 filing to $64M in the plan year 2023 filing.
- Wallner Expac Employer Stock Ownership Plan reported participants fell from 139 in the plan year 2022 filing to 127 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Wallner Expac Employer Stock Ownership Plan reports 127 participants - about 20% of that state average ($64M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $25M |
| Employer EIN | 852314995 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wallner Holdings, Corp)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 139 | $49M |
| 2023 | 2 | 252 | $113M |
| 2024 | 1 | 144 | $80M |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
Wallner Expac Employer Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
- Parsons Employee Stock Ownership Plan $3.8B · 7,871
- Acco Employee Stock Ownership Plan $1.4B · 1,397
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
- Agron, Inc. Employee Stock Ownership Plan $533M · 72
- Recology Employee Stock Ownership Plan $497M · 3,656
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Wallner Expac Employer Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Wallner Expac Employer Stock Ownership Plan assets move in 2023? ▼
How have Wallner Holdings, Corp plan assets changed over time? ▼
Where does Wallner Expac Employer Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Wallner Expac Employer Stock Ownership Plan's numbers.
- By total assets, Wallner Expac Employer 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 California. Compare plans
- Wallner Holdings, Corp's sponsor-wide assets have grown 64.9% since 2022 across 3 plan years on file. More Manufacturing plans