ESOP · DOL Form 5500 · 2023

Transworld, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
28
Participants Small participant base
42nd
Percentile by assets National rank
$155,708
Avg per participant Above avg balance/head
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Official DOL plan name: Transworld, Inc. Employee Stock Ownership Plan · Sponsored by Transworld, Inc. · South Carolina · Manufacturing

$4M in assets, 28 participants

Transworld, Inc.'s Transworld, Inc. Employee Stock Ownership Plan reported $4M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,667 in Manufacturing (18,722 peers)

Transworld, Inc. multi-year trail

Transworld, Inc.'s plans moved -26.8% in assets from 2022 to 2024; this filing shows Transworld, Inc. Employee Stock Ownership Plan at $4M / 28 participants.

#4,667
in Manufacturing (18,722 peers)
+65.1%
assets growth YoY

Transworld, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Transworld, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,359,822 42nd percentile higher than 42% 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

Transworld, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Transworld, Inc. Employee Stock Ownership Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Transworld, Inc. Employee Stock Ownership Plan reported net income rose from $183K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Transworld, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Transworld, Inc. Employee Stock Ownership Plan reported participants fell from 34 in the plan year 2022 filing to 28 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 570855291 · Transworld, Inc. PY 2023 · ESOP

Transworld, Inc. Employee Stock Ownership Plan · $4M · 28 · 42nd

  • PCT $4M
  • PCT 28
  • PCT 42nd
  • PCT ESOP
  • PCT near Caring Nurses, Inc. Employee Stock Ownership Plan
  • PCT ind #4667

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 South Carolina →

Transworld, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Manning, Squires, Hennig Co., Inc. Employee Stock Ownership PlanManning, Squires, Hennig Co.…$4MTransworld, Inc. Employee Stock Ownership PlanTransworld, Inc. Employee St…$4MCaring Nurses, Inc. Employee Stock Ownership PlanCaring Nurses, Inc. Employee…$4MRhineland Bancshares, Inc. Employee Stock Ownership PlanRhineland Bancshares, Inc. E…$4MOcm Staffing and Support, Inc. Employee Stock Ownership PlanOcm Staffing and Support, In…$4M
End-of-year total assets ($M) among Transworld, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Transworld, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Transworld, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 26.75447846614215% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $2.64M $1.93M ▼ -26.9%
Year Plans Participants Total Assets
2022 1 34 $3M
2023 1 28 $4M
2024 1 N/A $2M

Transworld, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$2M
Employer EIN570855291
Plan Effective Date2017-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in South Carolina

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

Transworld, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 0100200300400 020406080 Total assets ($M) Participants Transworld, Inc. Employee Stock Ownership Plan, Total assets ($M): 4.359822 · Participants: 28Transworld, Inc. Employee Stock Ownership PlanBonitz, Inc. Employee Stock Ownership Plan, Total assets ($M): 61.605843 · Participants: 342Bonitz, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 23.274312 · Participants: 50Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 21.055349 · Participants: 263Synergi Employee Stock Ownership PlanDwg, Inc. Consulting Engineers Employee Stock Ownership Plan, Total assets ($M): 14.105882 · Participants: 25Dwg, Inc. Consulting Engineers Employee Stock Ownership PlanLife Cycle Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 13.852826 · Participants: 367Life Cycle Engineering, Inc. Employee Stock Ownership Plan
Transworld, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants
Compare Transworld, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside South Carolina, the nearest ESOP by assets is Caring Nurses, Inc. Employee Stock Ownership Plan in NV ($4M); by covered participants it is Electro-Sensors, Inc. Employee Stock Ownership Plan and Trust in MN (28 participants). Same-state nearby plans are listed separately above.

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 Transworld, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Transworld, Inc. Employee Stock Ownership Plan surged - up 65.1% during 2023, from $3M to $4M. Reported net income was $2M.
How have Transworld, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Transworld, Inc.'s sponsor-wide assets declined 26.8%, from $3M to $2M.
Which ESOP plans are similar in size to Transworld, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Caring Nurses, Inc. Employee Stock Ownership Plan in NV ($4M, 51 participants).
Which ESOP plans cover a similar participant headcount to Transworld, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Electro-Sensors, Inc. Employee Stock Ownership Plan and Trust in MN (28 participants, $443K 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 570855291.

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.