ESOP · DOL Form 5500 · 2024
Wetzel-Valley Agencies, Inc. ESOP
Data updated 2026-08-25
- N/A
- Total assets —
- 3
- Participants Small participant base
Official DOL plan name: Wetzel-Valley Agencies, Inc. Employee Stock Ownership Plan · Sponsored by Wetzel-Valley Agencies, Inc. · West Virginia · Finance & Insurance
N/A in assets, 3 participants
Wetzel-Valley Agencies, Inc.'s Wetzel-Valley Agencies, Inc. Employee Stock Ownership Plan reported N/A in total assets and 3 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2024 filing shows
Wetzel-Valley Agencies, Inc. Employee Stock Ownership Plan holds N/A for 3 participants.
- -$319K
- reported net income
The plan reported a net loss of $319K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wetzel-Valley Agencies, Inc. Employee Stock Ownership Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wetzel-Valley Agencies, Inc. Employee Stock Ownership Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wetzel-Valley Agencies, Inc. Employee Stock Ownership Plan reported participants fell from 10 in the plan year 2023 filing to 3 in the plan year 2024 filing.
- Wetzel-Valley Agencies, Inc. Employee Stock Ownership Plan reported net income rose from -$906K in the plan year 2023 filing to -$319K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 550457330 · Wetzel-Valley Agencies, Inc. PY 2024 · ESOP
Wetzel-Valley Agencies, Inc. Employee Stock Ownership Plan · N/A · 3
- EBSA N/A
- EBSA 3
- EBSA PY 2024
- EBSA ESOP
- EBSA near Island City Dray Profit Sharing Plan
- EBSA -$319K
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 West Virginia →
Filing particulars (2024)
| Total Assets (Beginning of Year) | $357K |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$319K |
| Employer EIN | 550457330 |
| Plan Effective Date | 1971-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wetzel-Valley Agencies, Inc.)
Sponsor-wide plan assets over time
All Wetzel-Valley Agencies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $1M |
| 2023 | 1 | 10 | $357K |
| 2024 | 1 | 3 | N/A |
Nearby ESOP Plans in West Virginia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Triton Employee Stock Ownership Plan $93M · 75
- Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan $53M · 1,687
- Port Amherst, Ltd. Employee Stock Ownership Plan $53M · 329
- Weirton Geriatric Center, Inc. Employees' Stock Ownership Plan $32M · 157
- Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan $19M · 55
Wetzel-Valley Agencies, Inc. Employee Stock Ownership Plan's closest out-of-state ESOP peers by headcount
Outside West Virginia, the nearest ESOP by covered participants is Island City Dray Profit Sharing Plan in WI (3 participants; this filing: 3 participants).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Island City Dray Profit Sharing Plan (WI) 3 · 0 off
- Royal State Corporation ESOP (HI) 3 · 0 off
- Royal State Corporation ESOP (HI) 3 · 0 off
- Savogran Company Employee Stock Ownership Plan (MA) 3 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.