ESOP · DOL Form 5500 · 2024

Westmoreland Pharmacy, Inc. ESOP

Data updated 2026-08-25

$23M
Total assets Small plan by assets
32
Participants Small participant base
73rd
Percentile by assets National rank
$730,561
Avg per participant High balance/head
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Official DOL plan name: Westmoreland Pharmacy Employee Stock Ownership Plan · Sponsored by Westmoreland Pharmacy, Inc. · Indiana · Retail Trade

$23M in assets, 32 participants

Westmoreland Pharmacy, Inc.'s Westmoreland Pharmacy Employee Stock Ownership Plan reported $23M in total assets and 32 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #6,684 in Retail Trade (8,048 peers)

Westmoreland Pharmacy, Inc. multi-year trail

Westmoreland Pharmacy, Inc.'s plans moved +101.1% in assets from 2023 to 2024; this filing shows Westmoreland Pharmacy Employee Stock Ownership Plan at $23M / 32 participants.

#6,684
in Retail Trade (8,048 peers)
+101.1%
assets growth YoY

Westmoreland Pharmacy Employee Stock Ownership Plan's outsized position by total assets

Westmoreland Pharmacy Employee Stock Ownership Plan vs every filed plan by assets

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

$23,377,946 Top 27% higher than 73% 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

Westmoreland Pharmacy Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westmoreland Pharmacy Employee Stock Ownership Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Westmoreland Pharmacy Employee Stock Ownership Plan reported net income rose from -$229K in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Westmoreland Pharmacy Employee Stock Ownership Plan end-of-year assets rose from $12M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Westmoreland Pharmacy Employee Stock Ownership Plan reported participants fell from 37 in the plan year 2023 filing to 32 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 922943291 · Westmoreland Pharmacy, Inc. PY 2024 · ESOP

Westmoreland Pharmacy Employee Stock Ownership Plan · $23M · 32 · 73rd

  • BOOK $23M
  • BOOK 32
  • BOOK 73rd
  • BOOK ESOP
  • BOOK near Humboldt Mfg. Co. Employee Stock Ownership Plan
  • BOOK ind #6684

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 Indiana →

Westmoreland Pharmacy Employee Stock Ownership Plan in the asset neighbourhood

Avalon Flooring Employee Stock Ownership PlanAvalon Flooring Employee Sto…$23MVr Systems, Inc. Employee Stock Ownership PlanVr Systems, Inc. Employee St…$23MWestmoreland Pharmacy Employee Stock Ownership PlanWestmoreland Pharmacy Employ…$23MHumboldt Mfg. Co. Employee Stock Ownership PlanHumboldt Mfg. Co. Employee S…$23MX-Cel Tooling, Inc. Employee Stock Ownership PlanX-Cel Tooling, Inc. Employee…$23M
End-of-year total assets ($M) among Westmoreland Pharmacy Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Westmoreland Pharmacy, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Westmoreland Pharmacy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 101.13516274580674% vs 2023
2024 filing year
$10M$15M$20M$25M 20232024 $11.6M $23.4M ▲ +101.2%
Year Plans Participants Total Assets
2023 1 37 $12M
2024 1 32 $23M

Westmoreland Pharmacy, Inc. filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income$12M
Employer EIN922943291
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Westmoreland Pharmacy Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants Westmoreland Pharmacy Employee Stock Ownership Plan, Total assets ($B): 0.023377946 · Participants: 32Westmoreland Pharmacy Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 2.185109137 · Participants: 4295Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.432438721 · Participants: 509Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.376983564 · Participants: 1370Nibco Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.170278352 · Participants: 622Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership PlanErmco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.151428287 · Participants: 123Ermco, Inc. Employee Stock Ownership Plan
Westmoreland Pharmacy Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Westmoreland Pharmacy Employee Stock Ownership Plan side-by-side with 3 peers →

Westmoreland Pharmacy Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Humboldt Mfg. Co. Employee Stock Ownership Plan in IL ($23M); by covered participants it is Apache Pipelines, Inc. Employee Stock Ownership Plan in AZ (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 Westmoreland Pharmacy Employee Stock Ownership Plan assets move in 2024? ▼
Westmoreland Pharmacy Employee Stock Ownership Plan surged - up 101.1% during 2024, from $12M to $23M. Reported net income was $12M.
How have Westmoreland Pharmacy, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Westmoreland Pharmacy, Inc.'s sponsor-wide assets grew 101.1%, from $12M to $23M.
Which ESOP plans are similar in size to Westmoreland Pharmacy Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Humboldt Mfg. Co. Employee Stock Ownership Plan in IL ($23M, 63 participants).
Which ESOP plans cover a similar participant headcount to Westmoreland Pharmacy Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Apache Pipelines, Inc. Employee Stock Ownership Plan in AZ (32 participants, $607K 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 922943291.

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.