ESOP · DOL Form 5500 · 2022

Western Global Airlines ESOP

Data updated 2026-08-25

$43M
Total assets Below avg plan size
297
Participants Below avg headcount
87th
Percentile by assets National rank
$146,263
Avg per participant Above avg 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

$43M in assets, 297 participants

Western Global Airlines's Western Global Airlines, Inc. Employee Stock Ownership Plan reported $43M in total assets and 297 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #3,324 in Transportation & Warehousing (3,876 peers)

Coverage in Florida

Western Global Airlines, Inc. Employee Stock Ownership Plan covers 297 participants in Florida, about 47% of the average Florida filer (state average ~628 per filing). Assets: $43M.

#3,324
in Transportation & Warehousing (3,876 peers)
-90.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $346M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2022 · DOL Form 5500

$43,440,000 Top 13% higher than 87% of 139,123 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 2022

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

Plan-year 2022 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 (297 participants).

EBSA filing schedule strip

Filing strip 300769265 · Western Global Airlines PY 2022 · ESOP

Western Global Airlines, Inc. Employee Stock Ownership Plan · $43M · 297 · 87th

  • EOY $43M
  • EOY 297
  • EOY 87th
  • EOY ESOP
  • EOY near Sun Automation Inc. Employee Stock Ownership Plan
  • EOY ind #3324

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

Goettle Employee Stock Ownership PlanGoettle Employee Stock Owner…$43MSun Automation Inc. Employee Stock Ownership PlanSun Automation Inc. Employee…$43MI.E. Holding Company, Inc. Employee Stock Ownership Plan and TrustI.E. Holding Company, Inc. E…$43MWestern Global Airlines, Inc. Employee Stock Ownership PlanWestern Global Airlines, Inc…$43MFabarc Steel Supply$43M
End-of-year total assets ($M) among Western Global Airlines, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$441M
Net Assets (End of Year)-$357M
Net Income-$346M
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. -50000050000100000150000 -5051015 Total assets ($B) Participants Western Global Airlines, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.04344 · Participants: 297Western Global Airlines, Inc. Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.726925474 · Participants: 142486Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.661618269 · Participants: 14200Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.425498726 · Participants: 6258Thirty Fifteen Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.309502065 · Participants: 465Rsr Employee Stock Ownership PlanTeam Horner Employee Stock Ownership Plan, Total assets ($B): 0.217088578 · Participants: 448Team Horner 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 Sun Automation Inc. Employee Stock Ownership Plan in MD ($43M); by covered participants it is Tech Systems, Inc. Employee Stock Ownership Plan in GA (297 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (297 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. 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 2022? ▼
Western Global Airlines, Inc. Employee Stock Ownership Plan contracted severely - down 90.2% during 2022, from $441M to $43M. Reported net income was -$346M.
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 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile 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 Sun Automation Inc. Employee Stock Ownership Plan in MD ($43M, 106 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 Tech Systems, Inc. Employee Stock Ownership Plan in GA (297 participants, $21M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

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.