ESOP · DOL Form 5500 · 2023
Norwood Liquors, Inc. ESOP
Data updated 2026-08-25
- $787K
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $49,188
- Avg per participant Low balance/head
Official DOL plan name: Norwood Liquors, Inc. Employee Stock Ownership Plan · Sponsored by Norwood Liquors, Inc. · New York · Retail Trade
$787K in assets, 16 participants
Norwood Liquors, Inc.'s Norwood Liquors, Inc. Employee Stock Ownership Plan reported $787K in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.
- #2,840 in Retail Trade (8,414 peers)
Norwood Liquors, Inc. multi-year trail
Norwood Liquors, Inc.'s plans moved -46.5% in assets from 2022 to 2024; this filing shows Norwood Liquors, Inc. Employee Stock Ownership Plan at $787K / 16 participants.
- #2,840
- in Retail Trade (8,414 peers)
- -25.5%
- assets change YoY
The plan reported a net loss of $30K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Norwood Liquors, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Norwood Liquors, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$787,000 22nd percentile higher than 22% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Norwood Liquors, 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. Norwood Liquors, Inc. Employee Stock Ownership Plan is a small filing (16 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Norwood Liquors, Inc. Employee Stock Ownership Plan reported net income fell from $278K in the plan year 2022 filing to -$30K in the plan year 2023 filing.
- Norwood Liquors, Inc. Employee Stock Ownership Plan end-of-year assets fell from $1M in the plan year 2022 filing to $787K in the plan year 2023 filing.
- Norwood Liquors, Inc. Employee Stock Ownership Plan reported participants rose from 15 in the plan year 2022 filing to 16 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 113157066 · Norwood Liquors, Inc. PY 2023 · ESOP
Norwood Liquors, Inc. Employee Stock Ownership Plan · $787K · 16 · 22nd
- 5500 $787K
- ASSETS 16
- PCT 22nd
- EIN ESOP
- RANK near Ettl Engineers & Consultants Inc. Employees Stock Ownership Plan
- PHOTO ind #2840
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 New York →
Norwood Liquors, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Norwood Liquors, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Norwood Liquors, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $566K 46.45222327341533% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $1M |
| 2023 | 1 | 16 | $787K |
| 2024 | 1 | 13 | $566K |
Norwood Liquors, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | -$3M |
| Net Income | -$30K |
| Employer EIN | 113157066 |
| Plan Effective Date | 2019-10-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Stewart's Shops Corp Employee Stock Ownership Plan $877M · 3,439
- North Coast Holdings Employee Stock Ownership Plan $406M · 4,467
- Griffon Corporation Employee Stock Ownership Plan $299M · 3,674
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $248M · 1,704
- H.C. Wainwright & Co. Employee Stock Ownership Plan $242M · 93
Norwood Liquors, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New York, the nearest ESOP by assets is Ettl Engineers & Consultants Inc. Employees Stock Ownership Plan in TX ($789K); by covered participants it is Tgc Consolidated Employee Stock Ownership Plan in AZ (16 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($787K here).
Similar participant headcount
Nearest other-state filings by covered participants (16 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.