ESOP · DOL Form 5500 · 2023

W Bbq Holdings, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
477
Participants Below avg headcount
58th
Percentile by assets National rank
$20,679
Avg per participant Low balance/head
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Official DOL plan name: W Bbq Holdings, Inc. Employee Stock Ownership Plan · Sponsored by W Bbq Holdings, Inc. · New York · Food Services & Accommodation

$10M in assets, 477 participants

W Bbq Holdings, Inc.'s W Bbq Holdings, Inc. Employee Stock Ownership Plan reported $10M in total assets and 477 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,294 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, W Bbq Holdings, Inc. Employee Stock Ownership Plan ranks #3,294 of 3,828 2023 filers by assets (198% of the sector average)-$10M for 477 participants.

#3,294
in Food Services & Accommodation (3,828 peers)
-48.6%
assets change YoY

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

W Bbq Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Food Services & Accommodation and all filers

W Bbq Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$9,863,652 Top 42% higher than 58% 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

W Bbq Holdings, 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. W Bbq Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (477 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • W Bbq Holdings, Inc. Employee Stock Ownership Plan reported net income fell from $10M in the plan year 2022 filing to -$7M in the plan year 2023 filing.
  • W Bbq Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $19M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • W Bbq Holdings, Inc. Employee Stock Ownership Plan reported participants fell from 555 in the plan year 2022 filing to 477 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 475557300 · W Bbq Holdings, Inc. PY 2023 · ESOP

W Bbq Holdings, Inc. Employee Stock Ownership Plan · $10M · 477 · 58th

  • PHOTO $10M
  • PHOTO 477
  • PHOTO 58th
  • PHOTO ESOP
  • PHOTO near Page Southerland Page, Inc. Employee Stock Ownership Plan
  • PHOTO ind #3294

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 New York →

W Bbq Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Page Southerland Page, Inc. Employee Stock Ownership PlanPage Southerland Page, Inc. …$10MInnotion Enterprises, Inc. Employee Stock Ownership PlanInnotion Enterprises, Inc. E…$10MLea Elliott, Inc. Employee Stock Ownership PlanLea Elliott, Inc. Employee S…$10MW Bbq Holdings, Inc. Employee Stock Ownership PlanW Bbq Holdings, Inc. Employe…$10MQuadrant Holdings Co., Inc. Employee Stock Ownership PlanQuadrant Holdings Co., Inc. …$10M
End-of-year total assets ($M) among W Bbq Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)-$62M
Net Income-$7M
Employer EIN475557300
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (W Bbq Holdings, Inc.)

Sponsor-wide plan assets over time

All W Bbq Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 34.00645692253021% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $19.2M $12.7M ▼ -34.0%
Year Plans Participants Total Assets
2022 1 555 $19M
2023 1 477 $10M
2024 1 639 $13M

Nearby ESOP Plans in New York

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

W Bbq Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants W Bbq Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 9.863652 · Participants: 477W Bbq Holdings, Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
W Bbq Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare W Bbq Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

W Bbq Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Page Southerland Page, Inc. Employee Stock Ownership Plan in TX ($10M); by covered participants it is Thielsch Engineering, Inc. Employee Stock Ownership Plan in RI (477 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (477 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 W Bbq Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
W Bbq Holdings, Inc. Employee Stock Ownership Plan contracted severely - down 48.6% during 2023, from $19M to $10M. Reported net income was -$7M.
How have W Bbq Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W Bbq Holdings, Inc.'s sponsor-wide assets declined 34.0%, from $19M to $13M.
Which ESOP plans are similar in size to W Bbq Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Page Southerland Page, Inc. Employee Stock Ownership Plan in TX ($10M, 1,271 participants).
Which ESOP plans cover a similar participant headcount to W Bbq Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Thielsch Engineering, Inc. Employee Stock Ownership Plan in RI (477 participants, $65M 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 475557300.

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.