ESOP · DOL Form 5500 · 2024

Western Global Airlines ESOP

Data updated 2026-08-25

$441M
Total assets Above avg plan size
353
Participants Below avg headcount
97th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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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.

  • #3,150 in Transportation & Warehousing (3,299 peers)

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.

#3,150
in Transportation & Warehousing (3,299 peers)
+30.7%
assets growth YoY
4.4×
vs typical plan assets (national mean)

Western Global Airlines, Inc. Employee Stock Ownership Plan's outsized position by total assets

Western Global Airlines, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$441,212,218 Top 3% higher than 97% 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

Western Global Airlines, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western Global Airlines, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (353 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Plan-year Form 5500 strip

Filing strip 300769265 · Western Global Airlines PY 2024 · ESOP

Western Global Airlines, Inc. Employee Stock Ownership Plan · $441M · 353 · 97th

  • BOOK $441M
  • VS-ST 353
  • BOY 97th
  • SCH ESOP
  • EBSA near Okonite Company Employees Stock Ownership Plan
  • PART ind #3150

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 →

Western Global Airlines, Inc. Employee Stock Ownership Plan in the asset neighbourhood

North Coast Holdings Employee Stock Ownership PlanNorth Coast Holdings Employe…$451MDelta Star Employee Stock Ownership PlanDelta Star Employee Stock Ow…$447MOkonite Company Employees Stock Ownership PlanOkonite Company Employees St…$446MWestern Global Airlines, Inc. Employee Stock Ownership PlanWestern Global Airlines, Inc…$441MUrschel Laboratories Employee Stock Ownership PlanUrschel Laboratories Employe…$432M
End-of-year total assets ($M) among Western Global Airlines, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$338M
Net Assets (End of Year)-$11M
Net Income$163M
Employer EIN300769265
Plan Effective Date2020-06-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Western Global Airlines)

Sponsor-wide plan assets over time

All Western Global Airlines plans reported in each filing year

Latest sponsor-wide plan assets
$451M 778.4121126413136% vs 2022
2024 filing year
$0M$200M$400M$600M 202220232024 $51.3M $451M ▲ +778.5%
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 Scatter plot of 6 data points. -50000050000100000150000200000 -5051015 Total assets ($B) Participants Western Global Airlines, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.441212218 · Participants: 353Western Global Airlines, Inc. Employee Stock Ownership PlanPublix 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 PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.386084746 · Participants: 366Rsr Employee Stock Ownership Plan
Western Global Airlines, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Western Global Airlines, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Florida, the nearest ESOP by assets is Okonite Company Employees Stock Ownership Plan in NJ ($446M); by covered participants it is Vps Employee Stock Ownership Plan in SD (354 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (353 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 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 123,622 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).
Which ESOP plans cover a similar participant headcount to Western Global Airlines, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Vps Employee Stock Ownership Plan in SD (354 participants, $37M 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 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.