ESOP · DOL Form 5500 · 2024

W.P.E., Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
54
Participants Small participant base
27th
Percentile by assets National rank
$28,551
Avg per participant Low balance/head
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Official DOL plan name: W.P.E., Inc. Employee Stock Ownership Plan · Sponsored by W.P.E., Inc. · Oregon · Other Services

$2M in assets, 54 participants

W.P.E., Inc.'s W.P.E., Inc. Employee Stock Ownership Plan reported $2M in total assets and 54 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #3,972 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, W.P.E., Inc. Employee Stock Ownership Plan ranks #3,972 of 7,719 2024 filers by assets (1302% of the sector average)-$2M for 54 participants.

#3,972
in Other Services (7,719 peers)
-25.4%
assets change YoY

The plan reported a net loss of $526K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

W.P.E., Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

W.P.E., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,541,753 27th percentile higher than 27% 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

W.P.E., 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. W.P.E., Inc. Employee Stock Ownership Plan is a small filing (54 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • W.P.E., Inc. Employee Stock Ownership Plan reported net income fell from $603K in the plan year 2023 filing to -$526K in the plan year 2024 filing.
  • W.P.E., Inc. Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • W.P.E., Inc. Employee Stock Ownership Plan reported participants fell from 56 in the plan year 2023 filing to 54 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 930628213 · W.P.E., Inc. PY 2024 · ESOP

W.P.E., Inc. Employee Stock Ownership Plan · $2M · 54 · 27th

  • ASSETS $2M
  • PCT 54
  • EIN 27th
  • RANK ESOP
  • PHOTO near Round Grove Consolidation Inc. ESOP
  • IND ind #3972

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 Oregon →

W.P.E., Inc. Employee Stock Ownership Plan in the asset neighbourhood

W.P.E., Inc. Employee Stock Ownership PlanW.P.E., Inc. Employee Stock …$2MRound Grove Consolidation Inc. ESOPRound Grove Consolidation In…$2MHeritage Bank of St. Tammany Employee Stock Ownership PlanHeritage Bank of St. Tammany…$2MPrr, Inc. Employee Stock Ownership PlanPrr, Inc. Employee Stock Own…$2MRaycon Construction Employee Stock Ownership PlanRaycon Construction Employee…$2M
End-of-year total assets ($M) among W.P.E., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$526K
Employer EIN930628213
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (W.P.E., Inc.)

Sponsor-wide plan assets over time

All W.P.E., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 5.292297815961646% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.46M $1.54M ▲ +5.5%
Year Plans Participants Total Assets
2022 1 45 $1M
2023 1 56 $2M
2024 1 54 $2M

Nearby ESOP Plans in Oregon

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

W.P.E., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300400 Total assets ($M) Participants W.P.E., Inc. Employee Stock Ownership Plan, Total assets ($M): 1.541753 · Participants: 54W.P.E., Inc. Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 314.921616 · Participants: 547Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 250.955816 · Participants: 73Pacific Industrial Corp. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 141.187313 · Participants: 2070Bi-Mart Corporation Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 101.669374 · Participants: 209Northwest Pump & Equipment Co. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 99.362878 · Participants: 195Northwest Pump & Equipment Co. Employee Stock Ownership Plan
W.P.E., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants
Compare W.P.E., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

W.P.E., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Round Grove Consolidation Inc. ESOP in IN ($2M); by covered participants it is Schoeneman's Employee Stock Ownership Plan in SD (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 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 W.P.E., Inc. Employee Stock Ownership Plan assets move in 2024? ▼
W.P.E., Inc. Employee Stock Ownership Plan declined sharply - down 25.4% during 2024, from $2M to $2M. Reported net income was -$526K.
How have W.P.E., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W.P.E., Inc.'s sponsor-wide assets grew 5.3%, from $1M to $2M.
Which ESOP plans are similar in size to W.P.E., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Round Grove Consolidation Inc. ESOP in IN ($2M, 7 participants).
Which ESOP plans cover a similar participant headcount to W.P.E., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Schoeneman's Employee Stock Ownership Plan in SD (54 participants, $1M 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 930628213.

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.