ESOP · DOL Form 5500 · 2024

9wood, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
179
Participants Small participant base
29th
Percentile by assets National rank
$10,920
Avg per participant Low balance/head
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Official DOL plan name: 9wood, Inc. Employee Stock Ownership Plan · Sponsored by 9wood, Inc. · Oregon · Manufacturing

$2M in assets, 179 participants

9wood, Inc.'s 9wood, Inc. Employee Stock Ownership Plan reported $2M in total assets and 179 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,438 in Manufacturing (17,777 peers)

Coverage in Oregon

9wood, Inc. Employee Stock Ownership Plan covers 179 participants in Oregon, about 40% of the average Oregon filer (state average ~443 per filing). Assets: $2M.

#2,438
in Manufacturing (17,777 peers)
-8.0%
assets change YoY

9wood, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

9wood, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,954,746 29th percentile higher than 29% 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

9wood, 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. 9wood, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (179 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 9wood, Inc. Employee Stock Ownership Plan reported net income rose from -$747K in the plan year 2023 filing to $141K in the plan year 2024 filing.
  • 9wood, Inc. Employee Stock Ownership Plan reported participants rose from 156 in the plan year 2023 filing to 179 in the plan year 2024 filing.
  • 9wood, 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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 201421296 · 9wood, Inc. PY 2024 · ESOP

9wood, Inc. Employee Stock Ownership Plan · $2M · 179 · 29th

  • SCH $2M
  • EBSA 179
  • PART 29th
  • TYPE ESOP
  • NET near Market Share, Inc. Employee Stock Ownership Plan
  • BOOK ind #2438

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 →

9wood, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Market Share, Inc. Employee Stock Ownership PlanMarket Share, Inc. Employee …$2MTrussell Technologies, Inc. Employee Stock Ownership PlanTrussell Technologies, Inc. …$2MPayne Publishers Employee Stock Ownership Plan TruPayne Publishers Employee St…$2M9wood, Inc. Employee Stock Ownership Plan9wood, Inc. Employee Stock O…$2MMetropolitan Communications, Inc. Employee Stock Ownership PlanMetropolitan Communications,…$2M
End-of-year total assets ($M) among 9wood, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$356K
Net Income$141K
Employer EIN201421296
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (9wood, Inc.)

Sponsor-wide plan assets over time

All 9wood, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 6.428592627625486% vs 2022
2024 filing year
$1.9M$2M$2.1M$2.2M 202220232024 $2.09M $1.95M ▼ -6.7%
Year Plans Participants Total Assets
2022 2 278 $2M
2023 1 156 $2M
2024 1 179 $2M

Nearby ESOP Plans in Oregon

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

9wood, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300400 Total assets ($M) Participants 9wood, Inc. Employee Stock Ownership Plan, Total assets ($M): 1.954746 · Participants: 1799wood, 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
9wood, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants
Compare 9wood, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

9wood, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Market Share, Inc. Employee Stock Ownership Plan in IN ($2M); by covered participants it is Cheetah Chassis Employee Stock Ownership Plan in PA (179 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (179 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 9wood, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
9wood, Inc. Employee Stock Ownership Plan pulled back noticeably - down 8.0% during 2024, from $2M to $2M. Reported net income was $141K.
How have 9wood, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), 9wood, Inc.'s sponsor-wide assets declined 6.4%, from $2M to $2M.
Which ESOP plans are similar in size to 9wood, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Market Share, Inc. Employee Stock Ownership Plan in IN ($2M, 13 participants).
Which ESOP plans cover a similar participant headcount to 9wood, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cheetah Chassis Employee Stock Ownership Plan in PA (179 participants, $5M 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 201421296.

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.