ESOP · DOL Form 5500 · 2024

Emory Wilson Process, Inc ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
78
Participants Small participant base
66th
Percentile by assets National rank
$208,342
Avg per participant Above avg balance/head
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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.

  • #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.

#3,636
in Wholesale Trade (6,080 peers)
+24.0%
assets growth YoY

Employee Stock Ownership Plan of Emory Wilson Process, Inc.'s mid-pack asset rank among Wholesale Trade and all filers

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 $2,050,000,000 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

Employee Stock Ownership Plan of Emory Wilson Process, Inc. among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Stock Ownership Plan of Emory Wilson Process, Inc. is a small filing (78 participants) on this national headcount ladder.

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 →

Form 5500 schedule snapshot

Filing strip 264102631 · Emory Wilson Process, Inc PY 2024 · ESOP

Employee Stock Ownership Plan of Emory Wilson Process, Inc. · $16M · 78 · 66th

  • PHOTO $16M
  • PHOTO 78
  • PHOTO 66th
  • PHOTO ESOP
  • PHOTO near Bremer Financial Corporation Employee Stock Ownership Plan
  • PHOTO ind #3636

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 →

Employee Stock Ownership Plan of Emory Wilson Process, Inc. in the asset neighbourhood

R & H Mechanical, Inc. Employee Stock Ownership PlanR & H Mechanical, Inc. Emplo…$16MEmployee Stock Ownership Plan of Emory Wilson Process, Inc.Employee Stock Ownership Pla…$16MBremer Financial Corporation Employee Stock Ownership PlanBremer Financial Corporation…$16MB&d Concrete Employee Stock Ownership PlanB&d Concrete Employee Stock …$16MBridge Community Bank ESOP$16M
End-of-year total assets ($M) among Employee Stock Ownership Plan of Emory Wilson Process, Inc. and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Emory Wilson Process, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Emory Wilson Process, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$16M 16.8128058163245% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $13.9M $16.3M ▲ +16.8%
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 Scatter plot of 6 data points. -5000500100015002000 15202530 Total assets ($M) Participants Employee Stock Ownership Plan of Emory Wilson Process, Inc., Total assets ($M): 16.250695 · Participants: 78Employee Stock Ownership Plan of Emory Wilson Process, Inc.Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 25.654978 · Participants: 56Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanLife Cycle Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 25.112249 · Participants: 373Life Cycle Engineering, Inc. Employee Stock Ownership PlanNgroup Employee Stock Ownership Plan, Total assets ($M): 24.95 · Participants: 1859Ngroup Employee Stock Ownership PlanDwg, Inc. Consulting Engineers Employee Stock Ownership Plan, Total assets ($M): 20.702964 · Participants: 31Dwg, Inc. Consulting Engineers Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 16.915451 · Participants: 286Synergi Employee Stock Ownership Plan
Employee Stock Ownership Plan of Emory Wilson Process, Inc. vs. nearby ESOP plans in South Carolina, assets vs. participants
Compare Employee Stock Ownership Plan of Emory Wilson Process, Inc. side-by-side with 3 peers →

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

Outside South Carolina, the nearest ESOP by assets is Bremer Financial Corporation Employee Stock Ownership Plan in MN ($16M); by covered participants it is Morrissey, Inc. Employee Stock Ownership Plan in MN (78 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (78 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 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).
Which ESOP plans cover a similar participant headcount to Employee Stock Ownership Plan of Emory Wilson Process, Inc.? ▼
Among ESOP plans in other states, the closest by covered participants is Morrissey, Inc. Employee Stock Ownership Plan in MN (78 participants, $4M 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 264102631.

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.