ESOP · DOL Form 5500 · 2023

Wine World Companies, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
120
Participants Small participant base
54th
Percentile by assets National rank
$67,336
Avg per participant Below avg balance/head
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Official DOL plan name: Wine World Companies, Inc. Employee Stock Ownership Plan · Sponsored by Wine World Companies, Inc. · Florida · Retail Trade

$8M in assets, 120 participants

Wine World Companies, Inc.'s Wine World Companies, Inc. Employee Stock Ownership Plan reported $8M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #5,420 in Retail Trade (8,414 peers)

Coverage in Florida

Wine World Companies, Inc. Employee Stock Ownership Plan covers 120 participants in Florida, about 19% of the average Florida filer (state average ~628 per filing). Assets: $8M.

#5,420
in Retail Trade (8,414 peers)
-12.0%
assets change YoY

The plan reported a net loss of $760K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wine World Companies, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Wine World Companies, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$8,080,301 Top 46% higher than 54% 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

Wine World Companies, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wine World Companies, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wine World Companies, Inc. Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2022 filing to -$760K in the plan year 2023 filing.
  • Wine World Companies, Inc. Employee Stock Ownership Plan end-of-year assets fell from $9M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Wine World Companies, Inc. Employee Stock Ownership Plan reported participants rose from 114 in the plan year 2022 filing to 120 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 833273377 · Wine World Companies, Inc. PY 2023 · ESOP

Wine World Companies, Inc. Employee Stock Ownership Plan · $8M · 120 · 54th

  • NET $8M
  • BOOK 120
  • VS-ST 54th
  • BOY ESOP
  • SCH near Power House Plastering Employee Stock Ownership Plan
  • EBSA ind #5420

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 Florida →

Wine World Companies, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Central Louisiana Capital Corporation Employee Stock Ownership PlanCentral Louisiana Capital Co…$8MWine World Companies, Inc. Employee Stock Ownership PlanWine World Companies, Inc. E…$8MPower House Plastering Employee Stock Ownership PlanPower House Plastering Emplo…$8MHerrera Environmental Consultants, Inc. Employee Stock Ownership PlanHerrera Environmental Consul…$8MSaver Group, Inc. Employee Stock Ownership PlanSaver Group, Inc. Employee S…$8M
End-of-year total assets ($M) among Wine World Companies, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)-$5M
Net Income-$760K
Employer EIN833273377
Plan Effective Date2018-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wine World Companies, Inc.)

Sponsor-wide plan assets over time

All Wine World Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 45.61758302517859% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $9.82M $5.34M ▼ -45.6%
Year Plans Participants Total Assets
2022 2 242 $10M
2023 1 120 $8M
2024 1 119 $5M

Nearby ESOP Plans in Florida

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

Wine World Companies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Wine World Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.008080301 · Participants: 120Wine World Companies, Inc. Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen Employee Stock Ownership Plan
Wine World Companies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Wine World Companies, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Florida, the nearest ESOP by assets is Power House Plastering Employee Stock Ownership Plan in NV ($8M); by covered participants it is Gordon, Inc. Employee Stock Ownership Plan in LA (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Wine World Companies, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Wine World Companies, Inc. Employee Stock Ownership Plan pulled back noticeably - down 12.0% during 2023, from $9M to $8M. Reported net income was -$760K.
How have Wine World Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wine World Companies, Inc.'s sponsor-wide assets declined 45.6%, from $10M to $5M.
Which ESOP plans are similar in size to Wine World Companies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Power House Plastering Employee Stock Ownership Plan in NV ($8M, 204 participants).
Which ESOP plans cover a similar participant headcount to Wine World Companies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Gordon, Inc. Employee Stock Ownership Plan in LA (120 participants, $41M 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 833273377.

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.