ESOP · DOL Form 5500 · 2024

Wild Birds Unlimited, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
60
Participants Small participant base
51st
Percentile by assets National rank
$131,831
Avg per participant Near avg balance/head
PlainRetire home → About this data

Official DOL plan name: Wild Birds Unlimited, Inc. Employee Stock Ownership Plan · Sponsored by Wild Birds Unlimited, Inc. · Indiana · Real Estate

$8M in assets, 60 participants

Wild Birds Unlimited, Inc.'s Wild Birds Unlimited, Inc. Employee Stock Ownership Plan reported $8M in total assets and 60 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,203 in Real Estate (4,605 peers)

What the 2024 filing shows

Wild Birds Unlimited, Inc. Employee Stock Ownership Plan holds $8M for 60 participants - about $131,831 per participant, above the median plan by assets.

#3,203
in Real Estate (4,605 peers)
-$2M
reported net income

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.

Wild Birds Unlimited, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Real Estate and all filers

Wild Birds Unlimited, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$7,909,868 Top 49% higher than 51% 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

Wild Birds Unlimited, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wild Birds Unlimited, Inc. Employee Stock Ownership Plan is a small filing (60 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 351566849 · Wild Birds Unlimited, Inc. PY 2024 · ESOP

Wild Birds Unlimited, Inc. Employee Stock Ownership Plan · $8M · 60 · 51st

  • ASSETS $8M
  • ASSETS 60
  • ASSETS 51st
  • ASSETS ESOP
  • ASSETS near Miller/Howard Investments, Inc. Employee Stock Ownership Plan
  • ASSETS ind #3203

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 Indiana →

Wild Birds Unlimited, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Edgar Hughston Builder, Inc. Employee Stock Ownership PlanEdgar Hughston Builder, Inc.…$8MWild Birds Unlimited, Inc. Employee Stock Ownership PlanWild Birds Unlimited, Inc. E…$8MMiller/Howard Investments, Inc. Employee Stock Ownership PlanMiller/Howard Investments, I…$8MDialectic, Inc. Employee Stock Ownership PlanDialectic, Inc. Employee Sto…$8MArrowpac, Inc. Employee Stock Ownership PlanArrowpac, Inc. Employee Stoc…$8M
End-of-year total assets ($M) among Wild Birds Unlimited, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$2M
Net Income-$2M
Employer EIN351566849
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Wild Birds Unlimited, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants Wild Birds Unlimited, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.007909868 · Participants: 60Wild Birds Unlimited, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 2.185109137 · Participants: 4295Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.432438721 · Participants: 509Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.376983564 · Participants: 1370Nibco Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.170278352 · Participants: 622Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership PlanErmco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.151428287 · Participants: 123Ermco, Inc. Employee Stock Ownership Plan
Wild Birds Unlimited, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Wild Birds Unlimited, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Wild Birds Unlimited, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Miller/Howard Investments, Inc. Employee Stock Ownership Plan in NY ($8M); by covered participants it is Quality Machining, Inc. Employee Stock Ownership Plan in WI (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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

Which ESOP plans are similar in size to Wild Birds Unlimited, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Miller/Howard Investments, Inc. Employee Stock Ownership Plan in NY ($8M, 31 participants).
Which ESOP plans cover a similar participant headcount to Wild Birds Unlimited, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Quality Machining, Inc. Employee Stock Ownership Plan in WI (60 participants, $7M 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 351566849.

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.