ESOP · DOL Form 5500 · 2024

Wanner Associates, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 14
Participants Small participant base: 25th
Percentile by assets National rank: $94,500
Avg per participant Below avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Wanner Associates, Inc. Employee Stock Ownership Plan · Sponsored by Wanner Associates, Inc. · Pennsylvania · Professional & Technical Services

$1M in assets, 14 participants

Wanner Associates, Inc.'s Wanner Associates, Inc. Employee Stock Ownership Plan reported $1M in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

#4,178 in Professional & Technical Services (20,173 peers)

Wanner Associates, Inc. multi-year trail

Wanner Associates, Inc.'s plans moved +22.7% in assets from 2022 to 2024; this filing shows Wanner Associates, Inc. Employee Stock Ownership Plan at $1M / 14 participants.

#4,178
in Professional & Technical Services (20,173 peers): +16.1%
assets growth YoY

Wanner Associates, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Wanner Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,323,000 25th percentile higher than 25% 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

Wanner Associates, 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. Wanner Associates, Inc. Employee Stock Ownership Plan is a small filing (14 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Wanner Associates, Inc. Employee Stock Ownership Plan reported net income rose from $61K in the plan year 2023 filing to $184K in the plan year 2024 filing.
Wanner Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Wanner Associates, Inc. Employee Stock Ownership Plan reported participants fell from 15 in the plan year 2023 filing to 14 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 251577830 · Wanner Associates, Inc. PY 2024 · ESOP

Wanner Associates, Inc. Employee Stock Ownership Plan · $1M · 14 · 25th

SCH $1M
SCH 14
SCH 25th
SCH ESOP
SCH near Electronic Services Corporation Employee Stock Ownership Plan
SCH ind #4178

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 →

End-of-year total assets ($M) among Wanner Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Wanner Associates, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $1M 22.727272727272727% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	8	$1M
2023	1	15	$1M
2024	1	14	$1M

Wanner Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$1M
Net Income	$184K
Employer EIN	251577830
Plan Effective Date	2011-01-01
Filing Status	FILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Wanner Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants

Wawa, Inc. Employee Stock Ownership Plan $5.5B · 37,745
Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.8B · 544
Sheetz, Inc. Employee Stock Ownership Plan $721M · 14,939
Centimark Corporation Employee Stock Ownership Plan and Trust $680M · 2,444
D & H Employee Stock Ownership Plan $314M · 1,459

Compare Wanner Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Wanner Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Electronic Services Corporation Employee Stock Ownership Plan in ME ($1M); by covered participants it is Foods for Living, Inc. Employee Stock Ownership Plan and Trust in MI (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Electronic Services Corporation Employee Stock Ownership Plan (ME) $1M · 67
Creative Builders, Inc. Employee Stock Ownership Plan (SC) $1M · 89
York Bancshares, Inc. Employee Stock Ownership Plan (SC) $1M · 35
Altron Automation Group, Inc. Employee Stock Ownership Plan (MI) $1M · 125

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

Foods for Living, Inc. Employee Stock Ownership Plan and Trust (MI) 14 · 0 off
First National Bank of Sparta Profit Sharing Plan (IL) 14 · 0 off
Air Purification, Inc. Employee Stock Ownership Plan (NC) 14 · 0 off
R-Keough Construction, Inc. Employee Stock Ownership Plan (RI) 14 · 0 off

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 Wanner Associates, Inc. Employee Stock Ownership Plan assets move in 2024? ▼

Wanner Associates, Inc. Employee Stock Ownership Plan grew sharply - up 16.1% during 2024, from $1M to $1M. Reported net income was $184K.

How have Wanner Associates, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Wanner Associates, Inc.'s sponsor-wide assets grew 22.7%, from $1M to $1M.

Where does Wanner Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Wanner Associates, Inc. Employee Stock Ownership Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).

Which ESOP plans are similar in size to Wanner Associates, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Electronic Services Corporation Employee Stock Ownership Plan in ME ($1M, 67 participants).

Which ESOP plans cover a similar participant headcount to Wanner Associates, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by covered participants is Foods for Living, Inc. Employee Stock Ownership Plan and Trust in MI (14 participants, N/A 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 251577830.