ESOP · DOL Form 5500 · 2023

Voorwood Company ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
32
Participants Small participant base
31st
Percentile by assets National rank
$68,055
Avg per participant Below avg balance/head
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Official DOL plan name: Voorwood Company Employee Stock Ownership Plan · Sponsored by Voorwood Company · California · Manufacturing

$2M in assets, 32 participants

Voorwood Company's Voorwood Company Employee Stock Ownership Plan reported $2M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,943 in Manufacturing (18,722 peers)

What the 2023 filing shows

Voorwood Company Employee Stock Ownership Plan holds $2M for 32 participants - about $68,055 per participant, in the lower half of filed plans by assets.

#2,943
in Manufacturing (18,722 peers)
-4.4%
assets change YoY

The plan reported a net loss of $100K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Voorwood Company Employee Stock Ownership Plan among the smaller filed plans by assets

Voorwood Company Employee Stock Ownership Plan vs every filed plan by assets

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

$2,177,761 31st percentile higher than 31% 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

Voorwood Company 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. Voorwood Company Employee Stock Ownership Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Voorwood Company Employee Stock Ownership Plan reported net income fell from $297K in the plan year 2022 filing to -$100K in the plan year 2023 filing.
  • Voorwood Company Employee Stock Ownership Plan reported participants fell from 37 in the plan year 2022 filing to 32 in the plan year 2023 filing.
  • Voorwood Company Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 942214741 · Voorwood Company PY 2023 · ESOP

Voorwood Company Employee Stock Ownership Plan · $2M · 32 · 31st

  • SCH $2M
  • EBSA 32
  • PART 31st
  • TYPE ESOP
  • NET near The Vault Employee Stock Ownership Plan
  • BOOK ind #2943

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 California →

Voorwood Company Employee Stock Ownership Plan in the asset neighbourhood

Voorwood Company Employee Stock Ownership PlanVoorwood Company Employee St…$2MThe Vault Employee Stock Ownership PlanThe Vault Employee Stock Own…$2MElectronic Business Machines, Inc. Employee Stock Ownership Plan and Trust AgreementElectronic Business Machines…$2MLytle Signs, Inc. Employee Stock Ownership PlanLytle Signs, Inc. Employee S…$2MKatahdin Trust Company Employee Stock Ownership PlanKatahdin Trust Company Emplo…$2M
End-of-year total assets ($M) among Voorwood Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$100K
Employer EIN942214741
Plan Effective Date1973-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Voorwood Company)

Sponsor-wide plan assets over time

All Voorwood Company plans reported in each filing year

Latest sponsor-wide plan assets
$2M 5.528052805280528% vs 2022
2024 filing year
$2.1M$2.2M$2.3M$2.4M$2.5M 202220232024 $2.28M $2.4M ▲ +5.3%
Year Plans Participants Total Assets
2022 1 37 $2M
2023 1 32 $2M
2024 1 37 $2M

Nearby ESOP Plans in California

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

Voorwood Company Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Voorwood Company Employee Stock Ownership Plan, Total assets ($B): 0.002177761 · Participants: 32Voorwood Company Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Voorwood Company Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Voorwood Company Employee Stock Ownership Plan side-by-side with 3 peers →

Voorwood Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is The Vault Employee Stock Ownership Plan in MA ($2M); by covered participants it is Home Science Tools Employee Stock Ownership Plan in MT (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 Voorwood Company Employee Stock Ownership Plan assets move in 2023? ▼
Voorwood Company Employee Stock Ownership Plan edged down modestly - down 4.4% during 2023, from $2M to $2M. Reported net income was -$100K.
How have Voorwood Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Voorwood Company's sponsor-wide assets grew 5.5%, from $2M to $2M.
Which ESOP plans are similar in size to Voorwood Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Vault Employee Stock Ownership Plan in MA ($2M, N/A participants).
Which ESOP plans cover a similar participant headcount to Voorwood Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Home Science Tools Employee Stock Ownership Plan in MT (32 participants, $100K 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 942214741.

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.