ESOP · DOL Form 5500 · 2023
The Walman Optical Company ESOP
Data updated 2026-08-25
- N/A
- Total assets —
- 1,171
- Participants Near avg headcount
Official DOL plan name: The Walman Optical Company Employee Stock Ownership Plan · Sponsored by The Walman Optical Company · Minnesota · Manufacturing
N/A in assets, 1,171 participants
The Walman Optical Company's The Walman Optical Company Employee Stock Ownership Plan reported N/A in total assets and 1,171 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
The Walman Optical Company multi-year trail
The Walman Optical Company's plans moved -98.9% in assets from 2022 to 2024; this filing shows The Walman Optical Company Employee Stock Ownership Plan at N/A / 1,171 participants.
- -$63M
- reported net income
The plan reported a net loss of $63M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Walman Optical Company 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. The Walman Optical Company Employee Stock Ownership Plan lands in the large band (1,171 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Walman Optical Company Employee Stock Ownership Plan reported net income fell from $10M in the plan year 2022 filing to -$63M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 410598170 · The Walman Optical Company PY 2023 · ESOP
The Walman Optical Company Employee Stock Ownership Plan · N/A · 1,171
- TYPE N/A
- TYPE 1,171
- TYPE PY 2023
- TYPE ESOP
- TYPE near Project Worldwide, Inc. Employee Stock Ownership Plan
- TYPE -$63M
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 Minnesota →
The Walman Optical Company multi-year asset trail
Sponsor-wide plan assets over time
All The Walman Optical Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 98.93738516411288% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,266 | $160M |
| 2023 | 2 | 2,277 | $105M |
| 2024 | 2 | 1,418 | $2M |
The Walman Optical Company filing trail (2023)
| Total Assets (Beginning of Year) | $63M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$63M |
| Employer EIN | 410598170 |
| Plan Effective Date | 1957-11-30 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Minnesota
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Andersen Corporation Employee Stock Ownership Plan $899M · 11,644
- Kingdom Enterprises, Inc. Employee Stock Ownership Plan $498M · 789
- Landscape Structures, Inc. Employee Stock Ownership Plan and Trust $432M · 446
- Hormel Foods Corporation Joint Earnings Profit Sharing Trust $432M · 4,575
- Force America Inc. Employee Stock Ownership Plan $427M · 412
The Walman Optical Company Employee Stock Ownership Plan's closest out-of-state ESOP peers by headcount
Outside Minnesota, the nearest ESOP by covered participants is Project Worldwide, Inc. Employee Stock Ownership Plan in MI (1,173 participants; this filing: 1,171 participants).
Similar participant headcount
Nearest other-state filings by covered participants (1,171 participants); asset peers above are excluded.
- Project Worldwide, Inc. Employee Stock Ownership Plan (MI) 1,173 · 2 off
- Acrt Services, Inc. Employee Stock Ownership Plan (OH) 1,160 · 11 off
- Consolidated Bus Transit, Inc. ESOP (NY) 1,185 · 14 off
- Pace Supply Corporation Employee Stock Ownership Plan (CA) 1,148 · 23 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.