ESOP · DOL Form 5500 · 2023

Waymatic, Inc. ESOP

Data updated 2026-08-25

$888K
Total assets Small plan by assets
66
Participants Small participant base
23rd
Percentile by assets National rank
$13,452
Avg per participant Low balance/head
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Official DOL plan name: Waymatic, Inc. Employee Stock Ownership Plan · Sponsored by Waymatic, Inc. · Tennessee · Manufacturing

$888K in assets, 66 participants

Waymatic, Inc.'s Waymatic, Inc. Employee Stock Ownership Plan reported $888K in total assets and 66 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,824 in Manufacturing (18,722 peers)

Waymatic, Inc. multi-year trail

Waymatic, Inc.'s plans moved -27.7% in assets from 2022 to 2024; this filing shows Waymatic, Inc. Employee Stock Ownership Plan at $888K / 66 participants.

#1,824
in Manufacturing (18,722 peers)
-8.0%
assets change YoY

The plan reported a net loss of $78K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Waymatic, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Waymatic, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$887,799 23rd percentile higher than 23% 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

Waymatic, 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. Waymatic, Inc. Employee Stock Ownership Plan is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Waymatic, Inc. Employee Stock Ownership Plan reported net income fell from $202K in the plan year 2022 filing to -$78K in the plan year 2023 filing.
  • Waymatic, Inc. Employee Stock Ownership Plan end-of-year assets fell from $965K in the plan year 2022 filing to $888K in the plan year 2023 filing.
  • Waymatic, Inc. Employee Stock Ownership Plan reported participants fell from 71 in the plan year 2022 filing to 66 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 620728433 · Waymatic, Inc. PY 2023 · ESOP

Waymatic, Inc. Employee Stock Ownership Plan · $888K · 66 · 23rd

  • VS-ST $888K
  • VS-ST 66
  • VS-ST 23rd
  • VS-ST ESOP
  • VS-ST near Bastian Trucking, Inc Employee Stock Ownership Plan
  • VS-ST ind #1824

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 Tennessee →

Waymatic, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Waymatic, Inc. Employee Stock Ownership PlanWaymatic, Inc. Employee Stoc…$888KBastian Trucking, Inc Employee Stock Ownership PlanBastian Trucking, Inc Employ…$887KHeb Engineers, Inc. Employee Stock Ownership PlanHeb Engineers, Inc. Employee…$887KAkua Behavioral Health, Inc. Employee Stock Ownership PlanAkua Behavioral Health, Inc.…$886KHendy Employee Stock Ownership PlanHendy Employee Stock Ownersh…$890K
End-of-year total assets ($M) among Waymatic, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Waymatic, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Waymatic, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$698K 27.6502049556059% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M$1M 202220232024 $0.97M $0.7M ▼ -27.8%
Year Plans Participants Total Assets
2022 1 71 $965K
2023 1 66 $888K
2024 1 57 $698K

Waymatic, Inc. filing trail (2023)

Total Assets (Beginning of Year)$965K
Net Assets (End of Year)$887K
Net Income-$78K
Employer EIN620728433
Plan Effective Date1972-09-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Tennessee

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

Waymatic, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400500 Total assets ($M) Participants Waymatic, Inc. Employee Stock Ownership Plan, Total assets ($M): 0.887799 · Participants: 66Waymatic, Inc. Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 426.710102 · Participants: 401Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.11771 · Participants: 190Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 144.306423 · Participants: 1470National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 133.506002 · Participants: 4243ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 99.459001 · Participants: 483Smith Seckman Reid, Inc. Employee Stock Ownership Plan
Waymatic, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Waymatic, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest ESOP by assets is Bastian Trucking, Inc Employee Stock Ownership Plan in UT ($887K); by covered participants it is Pete Moffat Construction Inc. Employee Stock Ownership Plan in CA (66 participants). Same-state nearby plans are listed separately above.

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 Waymatic, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Waymatic, Inc. Employee Stock Ownership Plan pulled back noticeably - down 8.0% during 2023, from $965K to $888K. Reported net income was -$78K.
How have Waymatic, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waymatic, Inc.'s sponsor-wide assets declined 27.7%, from $965K to $698K.
Where does Waymatic, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Waymatic, Inc. Employee Stock Ownership Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Waymatic, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bastian Trucking, Inc Employee Stock Ownership Plan in UT ($887K, 11 participants).
Which ESOP plans cover a similar participant headcount to Waymatic, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pete Moffat Construction Inc. Employee Stock Ownership Plan in CA (66 participants, $4M 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 620728433.

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.