ESOP · DOL Form 5500 · 2023

Woodmansee Insurance Inc ESOP

Data updated 2026-08-25

$535K
Total assets Small plan by assets
12
Participants Small participant base
18th
Percentile by assets National rank
$44,606
Avg per participant Low balance/head
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Official DOL plan name: Woodmansee Insurance, Inc. Employee Stock Ownership Plan · Sponsored by Woodmansee Insurance Inc · Rhode Island · Finance & Insurance

$535K in assets, 12 participants

Woodmansee Insurance Inc's Woodmansee Insurance, Inc. Employee Stock Ownership Plan reported $535K in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,011 in Finance & Insurance (8,869 peers)

Woodmansee Insurance Inc multi-year trail

Woodmansee Insurance Inc's plans moved +41.4% in assets from 2022 to 2024; this filing shows Woodmansee Insurance, Inc. Employee Stock Ownership Plan at $535K / 12 participants.

#1,011
in Finance & Insurance (8,869 peers)
+17.3%
assets growth YoY

Woodmansee Insurance, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

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

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

$535,273 18th percentile higher than 18% 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

Woodmansee Insurance, 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. Woodmansee Insurance, Inc. Employee Stock Ownership Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Woodmansee Insurance, Inc. Employee Stock Ownership Plan reported net income rose from -$4K in the plan year 2022 filing to $79K in the plan year 2023 filing.
  • Woodmansee Insurance, Inc. Employee Stock Ownership Plan end-of-year assets rose from $456K in the plan year 2022 filing to $535K in the plan year 2023 filing.
  • Woodmansee Insurance, Inc. Employee Stock Ownership Plan reported participants fell from 13 in the plan year 2022 filing to 12 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 050316252 · Woodmansee Insurance Inc PY 2023 · ESOP

Woodmansee Insurance, Inc. Employee Stock Ownership Plan · $535K · 12 · 18th

  • EBSA $535K
  • PART 12
  • TYPE 18th
  • NET ESOP
  • BOOK near Legend Seeds, Inc. Employee Stock Ownership Plan
  • VS-ST ind #1011

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 Rhode Island →

Woodmansee Insurance, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Woodmansee Insurance, Inc. Employee Stock Ownership PlanWoodmansee Insurance, Inc. E…$535KLegend Seeds, Inc. Employee Stock Ownership PlanLegend Seeds, Inc. Employee …$536KVenezia's Employee Stock Ownership PlanVenezia's Employee Stock Own…$541KClay County Savings Bank Employee Stock Ownership PlanClay County Savings Bank Emp…$532KPps Administrative Services Inc Employee Stock Ownership and Profit Sharing PlanPps Administrative Services …$531K
End-of-year total assets ($M) among Woodmansee Insurance, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Woodmansee Insurance Inc multi-year asset trail

Sponsor-wide plan assets over time

All Woodmansee Insurance Inc plans reported in each filing year

Latest sponsor-wide plan assets
$645K 41.360804310938256% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M 202220232024 $0.46M $0.64M ▲ +39.1%
Year Plans Participants Total Assets
2022 1 13 $456K
2023 1 12 $535K
2024 1 11 $645K

Woodmansee Insurance Inc filing trail (2023)

Total Assets (Beginning of Year)$456K
Net Assets (End of Year)$535K
Net Income$79K
Employer EIN050316252
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Rhode Island

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

Woodmansee Insurance, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Woodmansee Insurance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000535273 · Participants: 12Woodmansee Insurance, Inc. Employee Stock Ownership PlanThe Bank of America Transferred Savings Account Plan, Total assets ($B): 1.070736111 · Participants: 4647The Bank of America Transferred Savings Account PlanCentury Drywall, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.075040019 · Participants: 43Century Drywall, Inc. Employee Stock Ownership PlanThielsch Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.065480622 · Participants: 477Thielsch Engineering, Inc. Employee Stock Ownership PlanNewport Harbor Corporation Employee Stock Ownership Plan, Total assets ($B): 0.063597754 · Participants: 1078Newport Harbor Corporation Employee Stock Ownership PlanBeta Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.023328265 · Participants: 162Beta Group, Inc. Employee Stock Ownership Plan
Woodmansee Insurance, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Rhode Island, assets vs. participants
Compare Woodmansee Insurance, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Rhode Island, the nearest ESOP by assets is Legend Seeds, Inc. Employee Stock Ownership Plan in SD ($536K); by covered participants it is Sonoran Crest Construction Employee Stock Ownership Plan in AZ (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Woodmansee Insurance, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Woodmansee Insurance, Inc. Employee Stock Ownership Plan grew sharply - up 17.3% during 2023, from $456K to $535K. Reported net income was $79K.
How have Woodmansee Insurance Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Woodmansee Insurance Inc's sponsor-wide assets grew 41.4%, from $456K to $645K.
Where does Woodmansee Insurance, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Woodmansee Insurance, Inc. Employee Stock Ownership Plan ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Woodmansee Insurance, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Legend Seeds, Inc. Employee Stock Ownership Plan in SD ($536K, 83 participants).
Which ESOP plans cover a similar participant headcount to Woodmansee Insurance, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sonoran Crest Construction Employee Stock Ownership Plan in AZ (12 participants, $940K 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 050316252.

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.