ESOP · DOL Form 5500 · 2024

Wood-Mizer Holdings, Inc ESOP

Data updated 2026-08-25

$108M
Total assets Near avg plan size
427
Participants Below avg headcount
91st
Percentile by assets National rank
$251,822
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Wood-Mizer Holdings, Inc · Indiana · Manufacturing

$108M in assets, 427 participants

Wood-Mizer Holdings, Inc's Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan reported $108M in total assets and 427 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #15,393 in Manufacturing (17,777 peers)

Where Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan sits by assets

Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $108M for 427 participants (~$251,822/participant), down 6.4% in 2024.

#15,393
in Manufacturing (17,777 peers)
-6.4%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$107,527,825 Top 9% higher than 91% 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

Wood-Mizer Holdings, 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. Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (427 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to -$7M in the plan year 2024 filing.
  • Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan reported participants fell from 509 in the plan year 2023 filing to 427 in the plan year 2024 filing.
  • Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $115M in the plan year 2023 filing to $108M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 351295069 · Wood-Mizer Holdings, Inc PY 2024 · ESOP

Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan · $108M · 427 · 91st

  • RANK $108M
  • RANK 427
  • RANK 91st
  • RANK ESOP
  • RANK near Hercules Industries, Inc. Employee Stock Ownership Plan
  • RANK ind #15393

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 Indiana →

Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Huitt-Zollars, Inc. Employee Stock Ownership PlanHuitt-Zollars, Inc. Employee…$108MEurpac Service, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employe…$108MHercules Industries, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Em…$108MWood-Mizer Holdings, Inc. Employee Stock Ownership PlanWood-Mizer Holdings, Inc. Em…$108MGreenbee Employee Stock Ownership PlanGreenbee Employee Stock Owne…$107M
End-of-year total assets ($M) among Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$115M
Net Assets (End of Year)$105M
Net Income-$7M
Employer EIN351295069
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wood-Mizer Holdings, Inc)

Sponsor-wide plan assets over time

All Wood-Mizer Holdings, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$137M 1.8984989950849063% vs 2022
2024 filing year
$134M$136M$138M$140M$142M$144M 202220232024 $139M $137M ▼ -1.9%
Year Plans Participants Total Assets
2022 2 891 $139M
2023 2 984 $142M
2024 2 924 $137M

Nearby ESOP Plans in Indiana

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

Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 00.511.522.5 Total assets ($B) Participants Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.107527825 · Participants: 427Wood-Mizer Holdings, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 2.185109137 · Participants: 4295Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.432438721 · Participants: 509Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.376983564 · Participants: 1370Nibco Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.170278352 · Participants: 622Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership PlanErmco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.151428287 · Participants: 123Ermco, Inc. Employee Stock Ownership Plan
Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Hercules Industries, Inc. Employee Stock Ownership Plan in CO ($108M); by covered participants it is Kogok Corporation Employee Stock Ownership Plan in MD (427 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (427 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 Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan pulled back noticeably - down 6.4% during 2024, from $115M to $108M. Reported net income was -$7M.
How have Wood-Mizer Holdings, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wood-Mizer Holdings, Inc's sponsor-wide assets declined 1.9%, from $139M to $137M.
Where does Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hercules Industries, Inc. Employee Stock Ownership Plan in CO ($108M, 463 participants).
Which ESOP plans cover a similar participant headcount to Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Kogok Corporation Employee Stock Ownership Plan in MD (427 participants, $27M 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 351295069.

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.