ESOP · DOL Form 5500 · 2024

Whitewood Industries, Inc. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
154
Participants Small participant base
67th
Percentile by assets National rank
$110,282
Avg per participant Below avg balance/head
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Official DOL plan name: Whitewood Industries, Inc. Employee Stock Ownership Plan · Sponsored by Whitewood Industries, Inc. · North Carolina · Manufacturing

$17M in assets, 154 participants

Whitewood Industries, Inc.'s Whitewood Industries, Inc. Employee Stock Ownership Plan reported $17M in total assets and 154 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #9,898 in Manufacturing (17,777 peers)

Coverage in North Carolina

Whitewood Industries, Inc. Employee Stock Ownership Plan covers 154 participants in North Carolina, about 19% of the average North Carolina filer (state average ~819 per filing). Assets: $17M.

#9,898
in Manufacturing (17,777 peers)
+3.0%
assets growth YoY

Whitewood Industries, Inc. Employee Stock Ownership Plan's outsized position by total assets

Whitewood Industries, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$16,983,481 Top 33% higher than 67% 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

Whitewood Industries, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Whitewood Industries, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Whitewood Industries, Inc. Employee Stock Ownership Plan reported net income rose from -$5M in the plan year 2023 filing to $812K in the plan year 2024 filing.
  • Whitewood Industries, Inc. Employee Stock Ownership Plan reported participants fell from 186 in the plan year 2023 filing to 154 in the plan year 2024 filing.
  • Whitewood Industries, Inc. Employee Stock Ownership Plan end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 561489892 · Whitewood Industries, Inc. PY 2024 · ESOP

Whitewood Industries, Inc. Employee Stock Ownership Plan · $17M · 154 · 67th

  • NET $17M
  • BOOK 154
  • VS-ST 67th
  • BOY ESOP
  • SCH near R & B Reinforcing Steel Corporation ESOP
  • EBSA ind #9898

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 North Carolina →

Whitewood Industries, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Whitewood Industries, Inc. Employee Stock Ownership PlanWhitewood Industries, Inc. E…$17MR & B Reinforcing Steel Corporation ESOPR & B Reinforcing Steel Corp…$17MPowerscreen of Florida, Inc. ESOPPowerscreen of Florida, Inc.…$17MFire & Ice Holdings, Inc. Employee Stock Ownership PlanFire & Ice Holdings, Inc. Em…$17MNw Entertainment, Inc. Employee Stock Ownership PlanNw Entertainment, Inc. Emplo…$17M
End-of-year total assets ($M) among Whitewood Industries, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$10M
Net Income$812K
Employer EIN561489892
Plan Effective Date2017-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whitewood Industries, Inc.)

Sponsor-wide plan assets over time

All Whitewood Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 33.005547250244156% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $25.4M $17M ▼ -33.0%
Year Plans Participants Total Assets
2022 2 393 $25M
2023 1 186 $16M
2024 1 154 $17M

Nearby ESOP Plans in North Carolina

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

Whitewood Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. 050010001500 050100150200 Total assets ($M) Participants Whitewood Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 16.983481 · Participants: 154Whitewood Industries, Inc. Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 184.02736 · Participants: 1396Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 153.55178 · Participants: 969Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.430717 · Participants: 1228Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 132.702062 · Participants: 279Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 123.497988 · Participants: 158State Utility Contractors, Inc. Employee Stock Ownership Plan
Whitewood Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Whitewood Industries, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest ESOP by assets is R & B Reinforcing Steel Corporation ESOP in CA ($17M); by covered participants it is Legend Holding Company, Inc. Employee Stock Ownership Plan in MI (154 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (154 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 Whitewood Industries, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Whitewood Industries, Inc. Employee Stock Ownership Plan edged up modestly - up 3.0% during 2024, from $16M to $17M. Reported net income was $812K.
How have Whitewood Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whitewood Industries, Inc.'s sponsor-wide assets declined 33.0%, from $25M to $17M.
Which ESOP plans are similar in size to Whitewood Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is R & B Reinforcing Steel Corporation ESOP in CA ($17M, 49 participants).
Which ESOP plans cover a similar participant headcount to Whitewood Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Legend Holding Company, Inc. Employee Stock Ownership Plan in MI (154 participants, $19M 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 561489892.

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.