ESOP · DOL Form 5500 · 2024

Woodex Bearing Company, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
20
Participants Small participant base
39th
Percentile by assets National rank
$215,692
Avg per participant Above avg balance/head
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Official DOL plan name: Woodex Bearing Company, Inc. Employee Stock Ownership Plan · Sponsored by Woodex Bearing Company, Inc. · Maine · Manufacturing

$4M in assets, 20 participants

Woodex Bearing Company, Inc.'s Woodex Bearing Company, Inc. Employee Stock Ownership Plan reported $4M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #4,012 in Manufacturing (17,777 peers)

Woodex Bearing Company, Inc. multi-year trail

Woodex Bearing Company, Inc.'s plans moved -11.8% in assets from 2022 to 2024; this filing shows Woodex Bearing Company, Inc. Employee Stock Ownership Plan at $4M / 20 participants.

#4,012
in Manufacturing (17,777 peers)
+4.3%
assets growth YoY

Woodex Bearing Company, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Woodex Bearing Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,313,834 39th percentile higher than 39% 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

Woodex Bearing Company, 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. Woodex Bearing Company, Inc. Employee Stock Ownership Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Woodex Bearing Company, Inc. Employee Stock Ownership Plan reported net income rose from -$753K in the plan year 2023 filing to $178K in the plan year 2024 filing.
  • Woodex Bearing Company, Inc. Employee Stock Ownership Plan reported participants fell from 23 in the plan year 2023 filing to 20 in the plan year 2024 filing.
  • Woodex Bearing Company, Inc. Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 010372336 · Woodex Bearing Company, Inc. PY 2024 · ESOP

Woodex Bearing Company, Inc. Employee Stock Ownership Plan · $4M · 20 · 39th

  • RANK $4M
  • RANK 20
  • RANK 39th
  • RANK ESOP
  • RANK near Superior Equipment Sales, Inc. Employee Stock Ownership Plan
  • RANK ind #4012

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 Maine →

Woodex Bearing Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Superior Equipment Sales, Inc. Employee Stock Ownership PlanSuperior Equipment Sales, In…$4MEnviremedial Services, Inc. Employee Stock Ownership Plan and TrustEnviremedial Services, Inc. …$4MWoodex Bearing Company, Inc. Employee Stock Ownership PlanWoodex Bearing Company, Inc.…$4MFairfax Building Supply, Inc. Employee Stock Ownership PlanFairfax Building Supply, Inc…$4MFbc Chemical Corporation Employee Stock Ownership PlanFbc Chemical Corporation Emp…$4M
End-of-year total assets ($M) among Woodex Bearing Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Woodex Bearing Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Woodex Bearing Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 11.759708799924724% vs 2022
2024 filing year
$4M$4.5M$5M 202220232024 $4.89M $4.31M ▼ -11.9%
Year Plans Participants Total Assets
2022 1 24 $5M
2023 1 23 $4M
2024 1 20 $4M

Woodex Bearing Company, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$178K
Employer EIN010372336
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Maine

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

Woodex Bearing Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maine, assets vs. participants Scatter plot of 6 data points. -2000200400600 -50050100150 Total assets ($M) Participants Woodex Bearing Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 4.313834 · Participants: 20Woodex Bearing Company, Inc. Employee Stock Ownership PlanSc Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 132.8512 · Participants: 513Sc Holdings, Inc. Employee Stock Ownership PlanMaine Drilling & Blasting Group Employee Stock Ownership Plan, Total assets ($M): 91.887524 · Participants: 440Maine Drilling & Blasting Group Employee Stock Ownership PlanJohnnys Selected Seeds Employee Stock Ownership Plan, Total assets ($M): 73.244662 · Participants: 252Johnnys Selected Seeds Employee Stock Ownership PlanSystems Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 51.145486 · Participants: 178Systems Engineering, Inc. Employee Stock Ownership PlanPortland Air Freight, Inc. Employee Stock Ownership Plan, Total assets ($M): 49.221774 · Participants: 80Portland Air Freight, Inc. Employee Stock Ownership Plan
Woodex Bearing Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maine, assets vs. participants
Compare Woodex Bearing Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Woodex Bearing Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Maine, the nearest ESOP by assets is Superior Equipment Sales, Inc. Employee Stock Ownership Plan in VA ($4M); by covered participants it is Standard Golf Company Employee Stock Ownership Plan in IA (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Woodex Bearing Company, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Woodex Bearing Company, Inc. Employee Stock Ownership Plan edged up modestly - up 4.3% during 2024, from $4M to $4M. Reported net income was $178K.
How have Woodex Bearing Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Woodex Bearing Company, Inc.'s sponsor-wide assets declined 11.8%, from $5M to $4M.
Which ESOP plans are similar in size to Woodex Bearing Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Superior Equipment Sales, Inc. Employee Stock Ownership Plan in VA ($4M, 29 participants).
Which ESOP plans cover a similar participant headcount to Woodex Bearing Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Standard Golf Company Employee Stock Ownership Plan in IA (20 participants, $12M 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 010372336.

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.