ESOP · DOL Form 5500 · 2024

Emory Wilson Process, Inc ESOP

Data updated 2026-08-11

$16M
Total assets
78
Participants
66th
Percentile by assets
$208,342
Avg per participant
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Official DOL plan name: Employee Stock Ownership Plan of Emory Wilson Process, Inc. · Sponsored by Emory Wilson Process, Inc · South Carolina · Wholesale Trade

$16M in assets, 78 participants

Emory Wilson Process, Inc's Employee Stock Ownership Plan of Emory Wilson Process, Inc. reported $16M in total assets and 78 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • 66th percentile by assets (of 123,622 plans)
  • #3,636 in Wholesale Trade (6,080 peers)

Emory Wilson Process, Inc multi-year trail

Emory Wilson Process, Inc's plans moved +16.8% in assets from 2022 to 2024; this filing shows Employee Stock Ownership Plan of Emory Wilson Process, Inc. at $16M / 78 participants.

$16M
total plan assets (2024 EOY)
78
covered participants
66th
percentile by assets (of 123,622 plans)
$208,342
avg assets per participant

Where Employee Stock Ownership Plan of Emory Wilson Process, Inc. sits by total assets

Employee Stock Ownership Plan of Emory Wilson Process, Inc. vs every filed plan by assets

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

$16,250,695 Top 34% higher than 66% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Employee Stock Ownership Plan of Emory Wilson Process, Inc. reported net income rose from -$793K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Employee Stock Ownership Plan of Emory Wilson Process, Inc. reported participants rose from 57 in the plan year 2023 filing to 78 in the plan year 2024 filing.
  • Employee Stock Ownership Plan of Emory Wilson Process, Inc. end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Emory Wilson Process, Inc across 3 plan years on file

Across the 3 plan years Emory Wilson Process, Inc has on file (2022-2024), sponsor-wide plan assets have moved from $14M to $16M, a gain of 16.8%, while reported participants moved from 53 to 78 (+47.2%). Peak year by sponsor assets: 2024 ($16M); trough: 2023 ($13M).

Emory Wilson Process, Inc multi-year asset trail

$12M$13M$14M$15M$16M$17M 202220232024 $13.9M $16.3M ▲ +16.8%
Total plan assets by year, all Emory Wilson Process, Inc plans on file
Year Plans Participants Total Assets
2022 1 53 $14M
2023 1 57 $13M
2024 1 78 $16M

Emory Wilson Process, Inc filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN264102631
Plan Effective Date2011-07-15
Filing StatusFILING RECEIVED

Nearby ESOP Plans in South Carolina

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

Employee Stock Ownership Plan of Emory Wilson Process, Inc. vs. nearby ESOP plans in South Carolina, assets vs. participants

Employee Stock Ownership Plan of Emory Wilson Process, Inc. vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 15202530 Total assets ($M) Participants Employee Stock Owner…Al's Liquor Store Ho…Life Cycle Engineeri…Ngroup Employee Stoc…Dwg, Inc. Consulting…Synergi Employee Sto…
Employee Stock Ownership Plan of Emory Wilson Process, Inc. vs. nearby ESOP plans in South Carolina, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Employee Stock Ownership Plan of Emory Wilson Process, Inc. by total assets, not by location.

Frequently Asked Questions

How did Employee Stock Ownership Plan of Emory Wilson Process, Inc. assets move in 2024?
Employee Stock Ownership Plan of Emory Wilson Process, Inc. grew sharply - up 24.0% during 2024, from $13M to $16M. Reported net income was $3M.
How have Emory Wilson Process, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Emory Wilson Process, Inc's sponsor-wide assets grew 16.8%, from $14M to $16M.
Which ESOP plans are similar in size to Employee Stock Ownership Plan of Emory Wilson Process, Inc.?
Among ESOP plans in other states, the closest by assets is Bremer Financial Corporation Employee Stock Ownership Plan in MN ($16M, 1,485 participants).

Next read for Employee Stock Ownership Plan of Emory W…

Multi-year trail

Ways to act on Employee Stock Ownership Plan of Emory Wilson Process, Inc.'s numbers.

  • By total assets, Employee Stock Ownership Plan of Emory Wilson Process, Inc. ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in South Carolina. Compare plans
  • Emory Wilson Process, Inc's sponsor-wide assets have grown 16.8% since 2022 across 3 plan years on file. More Wholesale Trade plans