ESOP · DOL Form 5500 · 2023

Wallick Communities Holdings, Inc. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets: 463
Participants Below avg headcount: 69th
Percentile by assets National rank: $35,899
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Wallick Ownership Plan · Sponsored by Wallick Communities Holdings, Inc. · Ohio · Real Estate

$17M in assets, 463 participants

Wallick Communities Holdings, Inc.'s Wallick Ownership Plan reported $17M in total assets and 463 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

#3,979 in Real Estate (4,727 peers)

Wallick Communities Holdings, Inc. multi-year trail

Wallick Communities Holdings, Inc.'s plans moved -45.3% in assets from 2023 to 2024; this filing shows Wallick Ownership Plan at $17M / 463 participants.

#3,979
in Real Estate (4,727 peers): -$81M
reported net income

The plan reported a net loss of $81M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wallick Ownership Plan's outsized position by total assets

Wallick Ownership Plan vs every filed plan by assets

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

$16,621,191 Top 31% higher than 69% 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

Wallick 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. Wallick Ownership Plan sits mid-pack in the medium band (463 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Published 5500 schedule card

Filing strip 881738375 · Wallick Communities Holdings, Inc. PY 2023 · ESOP

Wallick Ownership Plan · $17M · 463 · 69th

PHOTO $17M
PHOTO 463
PHOTO 69th
PHOTO ESOP
PHOTO near United Laboratories, Inc. Combined Employee Stock Ownership Plan
PHOTO ind #3979

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 Ohio →

End-of-year total assets ($M) among Wallick Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Wallick Communities Holdings, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $9M 45.3107782709434% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	463	$17M
2024	1	552	$9M

Wallick Communities Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	-$81M
Net Income	-$81M
Employer EIN	881738375
Plan Effective Date	2023-01-01
Filing Status	FILING RECEIVED

Nearby ESOP Plans in Ohio

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

Wallick Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants

Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $23.1B · 32,152
The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $1.7B · 1,019
Messer Inc. Employee Stock Ownership Plan $622M · 873
Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $504M · 4,110
Cleveland Steel Container Corporation Employee Stock Ownership Plan $452M · 434

Compare Wallick Ownership Plan side-by-side with 3 peers →

Wallick Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is United Laboratories, Inc. Combined Employee Stock Ownership Plan in IL ($17M); by covered participants it is B & W Custom Truck Beds, Inc. Employee Stock Ownership Plan in KS (463 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

United Laboratories, Inc. Combined Employee Stock Ownership Plan (IL) $17M · 177
Sallop Insurance Employee Stock Ownership Plan (MA) $17M · 14
Broulim's Employee Stock Ownership Plan (ID) $17M · 580
Mid-America Apartment Communities, Inc. Employees' Stock Ownership Plan (TN) $17M · 234

Similar participant headcount

Nearest other-state filings by covered participants (463 participants); asset peers above are excluded.

B & W Custom Truck Beds, Inc. Employee Stock Ownership Plan (KS) 463 · 0 off
Wholesale Electric Supply Company Inc. Employee Stock Ownership Plan (TX) 463 · 0 off
Brewer Science Employee Stock Ownership Plan (MO) 464 · 1 off
Harrell's Employee Stock Ownership Plan (FL) 465 · 2 off

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 have Wallick Communities Holdings, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Wallick Communities Holdings, Inc.'s sponsor-wide assets declined 45.3%, from $17M to $9M.

Which ESOP plans are similar in size to Wallick Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is United Laboratories, Inc. Combined Employee Stock Ownership Plan in IL ($17M, 177 participants).

Which ESOP plans cover a similar participant headcount to Wallick Ownership Plan? ▼

Among ESOP plans in other states, the closest by covered participants is B & W Custom Truck Beds, Inc. Employee Stock Ownership Plan in KS (463 participants, $39M 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 881738375.