ESOP · DOL Form 5500 · 2023

Wilson Senior Care, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
272
Participants Below avg headcount
55th
Percentile by assets National rank
$31,212
Avg per participant Low balance/head
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Official DOL plan name: Wilson Senior Care, Inc. Employee Stock Ownership Plan · Sponsored by Wilson Senior Care, Inc. · South Carolina · Healthcare & Social Assistance

$8M in assets, 272 participants

Wilson Senior Care, Inc.'s Wilson Senior Care, Inc. Employee Stock Ownership Plan reported $8M in total assets and 272 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,725 in Healthcare & Social Assistance (17,684 peers)

Wilson Senior Care, Inc. multi-year trail

Wilson Senior Care, Inc.'s plans moved +19.7% in assets from 2022 to 2024; this filing shows Wilson Senior Care, Inc. Employee Stock Ownership Plan at $8M / 272 participants.

#10,725
in Healthcare & Social Assistance (17,684 peers)
-19.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wilson Senior Care, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Wilson Senior Care, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$8,489,561 Top 45% higher than 55% of 127,068 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 2023

Wilson Senior Care, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wilson Senior Care, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (272 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wilson Senior Care, Inc. Employee Stock Ownership Plan reported net income rose from -$3M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Wilson Senior Care, Inc. Employee Stock Ownership Plan end-of-year assets fell from $11M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Wilson Senior Care, Inc. Employee Stock Ownership Plan reported participants fell from 319 in the plan year 2022 filing to 272 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 570798718 · Wilson Senior Care, Inc. PY 2023 · ESOP

Wilson Senior Care, Inc. Employee Stock Ownership Plan · $8M · 272 · 55th

  • ASSETS $8M
  • PCT 272
  • EIN 55th
  • RANK ESOP
  • PHOTO near Acsm, Inc. Employee Stock Ownership Plan
  • IND ind #10725

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 South Carolina →

Wilson Senior Care, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Los Angeles Engineering Inc Employee Stock Ownership PlanLos Angeles Engineering Inc …$8MWilson Senior Care, Inc. Employee Stock Ownership PlanWilson Senior Care, Inc. Emp…$8MAcsm, Inc. Employee Stock Ownership PlanAcsm, Inc. Employee Stock Ow…$8MNation-Wide Repair Holding Company, Inc. Employee Stock Ownership PlanNation-Wide Repair Holding C…$8MBurleigh Construction Co., Inc. Employee Stock Ownership Plan and TrustBurleigh Construction Co., I…$8M
End-of-year total assets ($M) among Wilson Senior Care, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Wilson Senior Care, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wilson Senior Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 19.650227848793193% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $18.4M $22.1M ▲ +19.6%
Year Plans Participants Total Assets
2022 2 619 $18M
2023 2 579 $19M
2024 2 727 $22M

Wilson Senior Care, Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN570798718
Plan Effective Date2003-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in South Carolina

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

Wilson Senior Care, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 0100200300400 020406080 Total assets ($M) Participants Wilson Senior Care, Inc. Employee Stock Ownership Plan, Total assets ($M): 8.489561 · Participants: 272Wilson Senior Care, Inc. Employee Stock Ownership PlanBonitz, Inc. Employee Stock Ownership Plan, Total assets ($M): 61.605843 · Participants: 342Bonitz, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 23.274312 · Participants: 50Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 21.055349 · Participants: 263Synergi Employee Stock Ownership PlanDwg, Inc. Consulting Engineers Employee Stock Ownership Plan, Total assets ($M): 14.105882 · Participants: 25Dwg, Inc. Consulting Engineers Employee Stock Ownership PlanLife Cycle Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 13.852826 · Participants: 367Life Cycle Engineering, Inc. Employee Stock Ownership Plan
Wilson Senior Care, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants
Compare Wilson Senior Care, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Wilson Senior Care, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside South Carolina, the nearest ESOP by assets is Acsm, Inc. Employee Stock Ownership Plan in AZ ($8M); by covered participants it is Janus ESOP Holdings Inc. Profit Sharing Plan in VA (272 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (272 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wilson Senior Care, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Wilson Senior Care, Inc. Employee Stock Ownership Plan declined sharply - down 19.6% during 2023, from $11M to $8M. Reported net income was -$2M.
How have Wilson Senior Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wilson Senior Care, Inc.'s sponsor-wide assets grew 19.7%, from $18M to $22M.
Which ESOP plans are similar in size to Wilson Senior Care, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Acsm, Inc. Employee Stock Ownership Plan in AZ ($8M, 189 participants).
Which ESOP plans cover a similar participant headcount to Wilson Senior Care, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Janus ESOP Holdings Inc. Profit Sharing Plan in VA (272 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 570798718.

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.