ESOP · DOL Form 5500 · 2024

Weller Pools USA, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
26
Participants Small participant base
64th
Percentile by assets National rank
$556,875
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Weller Pools USA, Inc. ESOP and Trust · Sponsored by Weller Pools USA, Inc. · Florida · Construction

$14M in assets, 26 participants

Weller Pools USA, Inc.'s Weller Pools USA, Inc. ESOP and Trust reported $14M in total assets and 26 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #5,606 in Construction (9,039 peers)

Weller Pools USA, Inc. multi-year trail

Weller Pools USA, Inc.'s plans moved +16.5% in assets from 2022 to 2024; this filing shows Weller Pools USA, Inc. ESOP and Trust at $14M / 26 participants.

#5,606
in Construction (9,039 peers)
+7.6%
assets growth YoY

Weller Pools USA, Inc. ESOP and Trust's mid-pack asset rank among Construction and all filers

Weller Pools USA, Inc. ESOP and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$14,478,750 Top 36% higher than 64% of 123,620 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 2024

Weller Pools USA, Inc. ESOP and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Weller Pools USA, Inc. ESOP and Trust is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Weller Pools USA, Inc. ESOP and Trust reported net income rose from -$875K in the plan year 2023 filing to $239K in the plan year 2024 filing.
  • Weller Pools USA, Inc. ESOP and Trust end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 261498214 · Weller Pools USA, Inc. PY 2024 · ESOP

Weller Pools USA, Inc. ESOP and Trust · $14M · 26 · 64th

  • EIN $14M
  • EIN 26
  • EIN 64th
  • EIN ESOP
  • EIN near D. Wilson Construction Company Employee Stock Ownership Plan
  • EIN ind #5606

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 →

Weller Pools USA, Inc. ESOP and Trust in the asset neighbourhood

R & R Millwork, Inc. Employee Stock Ownership PlanR & R Millwork, Inc. Employe…$15MThomas & Skinner, Inc. Employee Stock Ownership PlanThomas & Skinner, Inc. Emplo…$14MSteinhafels Holding Company, Inc. Employee Stock Ownership PlanSteinhafels Holding Company,…$15MD. Wilson Construction Company Employee Stock Ownership PlanD. Wilson Construction Compa…$14MWeller Pools USA, Inc. ESOP and TrustWeller Pools USA, Inc. ESOP …$14M
End-of-year total assets ($M) among Weller Pools USA, Inc. ESOP and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Weller Pools USA, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Weller Pools USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 16.470588235294116% vs 2022
2024 filing year
$12M$13M$14M$15M 202220232024 $12.4M $14.5M ▲ +16.5%
Year Plans Participants Total Assets
2022 1 32 $12M
2023 1 26 $13M
2024 1 26 $14M

Weller Pools USA, Inc. filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income$239K
Employer EIN261498214
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Weller Pools USA, Inc. ESOP and Trust vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Weller Pools USA, Inc. ESOP and Trust, Total assets ($B): 0.01447875 · Participants: 26Weller Pools USA, Inc. ESOP and TrustPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 14.286420169 · Participants: 149213Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 1.130328955 · Participants: 16036Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.75388536 · Participants: 354Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.724566492 · Participants: 4730Thirty Fifteen Employee Stock Ownership PlanWestern Global Airlines, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.441212218 · Participants: 353Western Global Airlines, Inc. Employee Stock Ownership Plan
Weller Pools USA, Inc. ESOP and Trust vs. nearby ESOP plans in Florida, assets vs. participants
Compare Weller Pools USA, Inc. ESOP and Trust side-by-side with 3 peers →

Weller Pools USA, Inc. ESOP and Trust's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is D. Wilson Construction Company Employee Stock Ownership Plan in TX ($14M); by covered participants it is Pro-Cut Construction Services, Inc. Employee Stock Ownership Plan in PA (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Weller Pools USA, Inc. ESOP and Trust assets move in 2024? ▼
Weller Pools USA, Inc. ESOP and Trust grew at a solid clip - up 7.6% during 2024, from $13M to $14M. Reported net income was $239K.
How have Weller Pools USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Weller Pools USA, Inc.'s sponsor-wide assets grew 16.5%, from $12M to $14M.
Which ESOP plans are similar in size to Weller Pools USA, Inc. ESOP and Trust? ▼
Among ESOP plans in other states, the closest by assets is D. Wilson Construction Company Employee Stock Ownership Plan in TX ($14M, 60 participants).
Which ESOP plans cover a similar participant headcount to Weller Pools USA, Inc. ESOP and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Pro-Cut Construction Services, Inc. Employee Stock Ownership Plan in PA (26 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 261498214.

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.