ESOP · DOL Form 5500 · 2024

Western Global Airlines ESOP

Data updated 2026-07-24

$441M
Total assets: 353
Participants: 97th
Percentile by assets: $1.2M
Avg per participant

Official DOL plan name: Western Global Airlines, Inc. Employee Stock Ownership Plan · Sponsored by Western Global Airlines · Florida · Transportation & Warehousing

$441M in assets, 353 participants

Western Global Airlines's Western Global Airlines, Inc. Employee Stock Ownership Plan reported $441M in total assets and 353 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 116,472 plans)

Where Western Global Airlines, Inc. Employee Stock Ownership Plan sits by assets

Western Global Airlines, Inc. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $441M for 353 participants (~$1.2M/participant), up 30.7% in 2024.

$441M
total plan assets (2024 EOY): 353
covered participants: 97th
percentile by assets (of 116,472 plans): $1.2M
avg assets per participant

Western Global Airlines, Inc. Employee Stock Ownership Plan reported net income fell from $357M in the plan year 2023 filing to $163M in the plan year 2024 filing.
Western Global Airlines, Inc. Employee Stock Ownership Plan reported participants rose from 279 in the plan year 2023 filing to 353 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Florida

Industry

Transportation & Warehousing

Western Global Airlines, Inc. Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Western Global Airlines, Inc. Employee Stock Ownership Plan outranks 97% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 4.4x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$338M
Net Assets (End of Year)	-$11M
Net Income	$163M
Employer EIN	300769265
Plan Effective Date	2020-06-06
Filing Status	FILING RECEIVED

Sponsor Plan History (Western Global Airlines)

Total plan assets by year, all Western Global Airlines plans on file

Year	Plans	Participants	Total Assets
2022	2	675	$51M
2023	2	667	$9M
2024	2	618	$451M

Nearby ESOP Plans in Florida

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

Western Global Airlines, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants

Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $14.3B · 149,213
Summit Companies Holdings, Inc. Employee Stock Ownership Plan $754M · 354
Thirty Fifteen Employee Stock Ownership Plan $725M · 4,730
Rsr Employee Stock Ownership Plan $386M · 366
United States Sugar Corporation - ESOP Ownership Plan $282M · 716

Compare Western Global Airlines, Inc. Employee S… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Western Global Airlines, Inc. Employee Stock Ownership Plan by total assets, not by location.

Okonite Company Employees Stock Ownership Plan (NJ) $446M · 1,176
Delta Star Employee Stock Ownership Plan (VA) $447M · 222
Urschel Laboratories Employee Stock Ownership Plan (IN) $432M · 509
North Coast Holdings Employee Stock Ownership Plan (NY) $451M · 3,042

Frequently Asked Questions

How did Western Global Airlines, Inc. Employee Stock Ownership Plan assets move in 2024? ▼

Western Global Airlines, Inc. Employee Stock Ownership Plan surged - up 30.7% during 2024, from $338M to $441M. Reported net income was $163M.

How have Western Global Airlines plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Western Global Airlines's sponsor-wide assets grew 778.4%, from $51M to $451M.

Where does Western Global Airlines, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Western Global Airlines, Inc. Employee Stock Ownership Plan ranks in the 97th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which ESOP plans are similar in size to Western Global Airlines, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Okonite Company Employees Stock Ownership Plan in NJ ($446M, 1,176 participants).

Next read for Western Global Airlines, Inc. Employee S…

Scale reading

Ways to act on Western Global Airlines, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Western Global Airlines, Inc. Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Florida. Compare plans
Western Global Airlines's sponsor-wide assets have grown 778.4% since 2022 across 3 plan years on file. More Transportation & Warehousing plans

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 300769265.

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.