ESOP · DOL Form 5500 · 2024
Welbro Building Corporation ESOP
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 78
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $65,274
- Avg per participant Low balance/head
Official DOL plan name: Welbro ESOP and Trust · Sponsored by Welbro Building Corporation · Florida · Construction
$5M in assets, 78 participants
Welbro Building Corporation's Welbro ESOP and Trust reported $5M in total assets and 78 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #3,682 in Construction (9,039 peers)
Welbro Building Corporation multi-year trail
Welbro Building Corporation's plans moved -65.1% in assets from 2022 to 2024; this filing shows Welbro ESOP and Trust at $5M / 78 participants.
- #3,682
- in Construction (9,039 peers)
- +78.3%
- assets growth YoY
Welbro ESOP and Trust's mid-pack asset rank among Construction and all filers
Welbro ESOP and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,091,395 42nd percentile higher than 42% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Welbro ESOP and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Welbro ESOP and Trust is a small filing (78 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Welbro ESOP and Trust end-of-year assets rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Welbro ESOP and Trust reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Welbro ESOP and Trust reported participants rose from 75 in the plan year 2023 filing to 78 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 593483018 · Welbro Building Corporation PY 2024 · ESOP
Welbro ESOP and Trust · $5M · 78 · 42nd
- RANK $5M
- RANK 78
- RANK 42nd
- RANK ESOP
- RANK near First State Bank & Trust Employee Stock Ownership Plan and Trust
- RANK ind #3682
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 Florida →
Welbro ESOP and Trust in the asset neighbourhood
Welbro Building Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Welbro Building Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 65.1391624174687% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 165 | $15M |
| 2023 | 1 | 75 | $3M |
| 2024 | 1 | 78 | $5M |
Welbro Building Corporation filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $2M |
| Employer EIN | 593483018 |
| Plan Effective Date | 2012-12-18 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $14.3B · 149,213
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $1.1B · 16,036
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan $754M · 354
- Thirty Fifteen Employee Stock Ownership Plan $725M · 4,730
- Western Global Airlines, Inc. Employee Stock Ownership Plan $441M · 353
Welbro ESOP and Trust's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is First State Bank & Trust Employee Stock Ownership Plan and Trust in KS ($5M); by covered participants it is Morrissey, Inc. Employee Stock Ownership Plan in MN (78 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- First State Bank & Trust Employee Stock Ownership Plan and Trust (KS) $5M · 98
- Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan (TX) $5M · N/A
- Mckenzie Supply Company Employee Stock Ownership Plan (NC) $5M · 21
- Labcon, Inc. Employees' Stock Ownership Plan and Trust (TX) $5M · 531
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.