ESOP · DOL Form 5500 · 2024

Weldon Machine Tool, Inc. ESOP

Data updated 2026-08-11

$12M
Total assets
36
Participants
60th
Percentile by assets
$335,854
Avg per participant
PlainRetire home → About this data

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.

  • 60th percentile by assets (of 123,622 plans)
  • #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.

$12M
total plan assets (2024 EOY)
36
covered participants
60th
percentile by assets (of 123,622 plans)
$335,854
avg assets per participant

Where Weldon Machine Tool, Inc. Employee Stock Ownership Plan sits by total assets

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 $2,010,000,000 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

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 →

State
Pennsylvania
Industry
Manufacturing

Weldon Machine Tool, Inc. across 3 plan years on file

Across the 3 plan years Weldon Machine Tool, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $9M to $12M, a gain of 38.3%, while reported participants moved from 37 to 36 (-2.7%). Peak year by sponsor assets: 2024 ($12M); trough: 2022 ($9M).

Weldon Machine Tool, Inc. multi-year asset trail

$8M$10M$12M$14M 202220232024 $8.74M $12.1M ▲ +38.3%
Total plan assets by year, all Weldon Machine Tool, Inc. plans on file
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 ($B) Participants Weldon Machine Tool,…, Total assets ($B): 0.012090736 · Participants: 36Weldon Machine Tool,…Wawa, Inc. Employee …, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee …Bradford White Corpo…, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corpo…Sheetz, Inc. Employe…, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employe…Centimark Corporatio…, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporatio…D & H Employee Stock…, Total assets ($B): 0.313919418 · Participants: 1459D & H Employee Stock…
Weldon Machine Tool, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Weldon Machine Tool, Inc. Employee Stock… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Weldon Machine Tool, Inc. Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Weldon Machine Tool, Inc. Employee Stock…

Multi-year trail

Ways to act on Weldon Machine Tool, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Weldon Machine Tool, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
  • Weldon Machine Tool, Inc.'s sponsor-wide assets have grown 38.3% since 2022 across 3 plan years on file. More Manufacturing plans

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.