ESOP · DOL Form 5500 · 2024

Weldon Machine Tool, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
36
Participants Small participant base
60th
Percentile by assets National rank
$335,854
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Weldon Machine Tool, Inc. Employee Stock Ownership Plan · Sponsored by Weldon Machine Tool, Inc. · Pennsylvania · Manufacturing

$12M in assets, 36 participants

Weldon Machine Tool, Inc.'s Weldon Machine Tool, Inc. Employee Stock Ownership Plan reported $12M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #8,296 in Manufacturing (17,777 peers)

Weldon Machine Tool, Inc. multi-year trail

Weldon Machine Tool, Inc.'s plans moved +38.3% in assets from 2022 to 2024; this filing shows Weldon Machine Tool, Inc. Employee Stock Ownership Plan at $12M / 36 participants.

#8,296
in Manufacturing (17,777 peers)
+21.3%
assets growth YoY

Weldon Machine Tool, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Weldon Machine Tool, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$12,090,736 Top 40% higher than 60% 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

Weldon Machine Tool, 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. Weldon Machine Tool, Inc. Employee Stock Ownership Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Weldon Machine Tool, Inc. Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Weldon Machine Tool, Inc. Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Weldon Machine Tool, Inc. Employee Stock Ownership Plan reported participants fell from 39 in the plan year 2023 filing to 36 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 233023919 · Weldon Machine Tool, Inc. PY 2024 · ESOP

Weldon Machine Tool, Inc. Employee Stock Ownership Plan · $12M · 36 · 60th

  • TYPE $12M
  • NET 36
  • BOOK 60th
  • VS-ST ESOP
  • BOY near Crafts, Inc. Employee Stock Ownership Plan
  • SCH ind #8296

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 Pennsylvania →

Weldon Machine Tool, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bernards Holdings, Inc. Employee Stock Ownership PlanBernards Holdings, Inc. Empl…$12MHazen Research, Inc. Employees' Stock Ownership Plan and TrustHazen Research, Inc. Employe…$12MWeldon Machine Tool, Inc. Employee Stock Ownership PlanWeldon Machine Tool, Inc. Em…$12MCrafts, Inc. Employee Stock Ownership PlanCrafts, Inc. Employee Stock …$12MLumber King, Inc. Employee Stock Ownership PlanLumber King, Inc. Employee S…$12M
End-of-year total assets ($M) among Weldon Machine Tool, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Weldon Machine Tool, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Weldon Machine Tool, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 38.310452487875125% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.74M $12.1M ▲ +38.3%
Year Plans Participants Total Assets
2022 1 37 $9M
2023 1 39 $10M
2024 1 36 $12M

Weldon Machine Tool, Inc. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN233023919
Plan Effective Date1999-12-30
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Weldon Machine Tool, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Weldon Machine Tool, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.012090736 · Participants: 36Weldon Machine Tool, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporation Employee Stock Ownership Plan and TrustD & H Employee Stock Ownership Plan, Total assets ($B): 0.313919418 · Participants: 1459D & H Employee Stock Ownership Plan
Weldon Machine Tool, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Weldon Machine Tool, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Weldon Machine Tool, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Crafts, Inc. Employee Stock Ownership Plan in WI ($12M); by covered participants it is First Harrison Bank Employee Stock Ownership Plan in IN (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Weldon Machine Tool, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Weldon Machine Tool, Inc. Employee Stock Ownership Plan grew sharply - up 21.3% during 2024, from $10M to $12M. Reported net income was $2M.
How have Weldon Machine Tool, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Weldon Machine Tool, Inc.'s sponsor-wide assets grew 38.3%, from $9M to $12M.
Which ESOP plans are similar in size to Weldon Machine Tool, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Crafts, Inc. Employee Stock Ownership Plan in WI ($12M, 54 participants).
Which ESOP plans cover a similar participant headcount to Weldon Machine Tool, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First Harrison Bank Employee Stock Ownership Plan in IN (36 participants, $2M 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 233023919.

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.