ESOP · DOL Form 5500 · 2024

Wrd, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
74
Participants Small participant base
46th
Percentile by assets National rank
$84,496
Avg per participant Below avg balance/head
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Official DOL plan name: Wrd, Inc. Employee Stock Ownership Plan · Sponsored by Wrd, Inc. · · Manufacturing

$6M in assets, 74 participants

Wrd, Inc.'s Wrd, Inc. Employee Stock Ownership Plan reported $6M in total assets and 74 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #5,272 in Manufacturing (17,777 peers)

Wrd, Inc. multi-year trail

Wrd, Inc.'s plans moved -68.3% in assets from 2022 to 2024; this filing shows Wrd, Inc. Employee Stock Ownership Plan at $6M / 74 participants.

#5,272
in Manufacturing (17,777 peers)
-18.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$6,252,736 46th percentile higher than 46% 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

Wrd, 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. Wrd, Inc. Employee Stock Ownership Plan is a small filing (74 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wrd, Inc. Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Wrd, Inc. Employee Stock Ownership Plan reported participants fell from 91 in the plan year 2023 filing to 74 in the plan year 2024 filing.
  • Wrd, Inc. Employee Stock Ownership Plan end-of-year assets fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 581763631 · Wrd, Inc. PY 2024 · ESOP

Wrd, Inc. Employee Stock Ownership Plan · $6M · 74 · 46th

  • PHOTO $6M
  • PHOTO 74
  • PHOTO 46th
  • PHOTO ESOP
  • PHOTO near Lundquist Employee Stock Ownership Plan
  • PHOTO ind #5272

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? →

Wrd, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Lundquist Employee Stock Ownership PlanLundquist Employee Stock Own…$6MThe American National Bank of Beaver Dam Employee Stock Ownership PlanThe American National Bank o…$6MJ & J Amusements, Inc. , an Oregon Corporation Employee Stock Ownership PlanJ & J Amusements, Inc. , an …$6MWrd, Inc. Employee Stock Ownership PlanWrd, Inc. Employee Stock Own…$6MA-1 United Heating & Air Conditioning Co. Employee Stock Ownership Plan & TrustA-1 United Heating & Air Con…$6M
End-of-year total assets ($M) among Wrd, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Wrd, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wrd, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 68.25784027135843% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $19.7M $6.25M ▼ -68.3%
Year Plans Participants Total Assets
2022 2 211 $20M
2023 2 199 $23M
2024 1 74 $6M

Wrd, Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN581763631
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in

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

Wrd, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in , assets vs. participants Scatter plot of 6 data points. 0100200300400500 -50050100150 Total assets ($M) Participants Wrd, Inc. Employee Stock Ownership Plan, Total assets ($M): 6.252736 · Participants: 74Wrd, Inc. Employee Stock Ownership PlanLetner Roofing Company Employee Stock Ownership Plan, Total assets ($M): 140.631332 · Participants: 71Letner Roofing Company Employee Stock Ownership PlanGodshall's Quality Meats Employee Stock Ownership Plan, Total assets ($M): 78.199328 · Participants: 273Godshall's Quality Meats Employee Stock Ownership PlanOnin Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 42.312512 · Participants: 422Onin Holdings, Inc. Employee Stock Ownership PlanPapich Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 33.8 · Participants: 85Papich Construction Company, Inc. Employee Stock Ownership PlanHc Employee Stock Ownership Plan, Total assets ($M): 25.6 · Participants: 430Hc Employee Stock Ownership Plan
Wrd, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in , assets vs. participants
Compare Wrd, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside this state, the nearest ESOP by assets is Lundquist Employee Stock Ownership Plan in CO ($6M); by covered participants it is The Bank of South Carolina Employee Stock Ownership Plan and Trust in SC (74 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (74 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 Wrd, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Wrd, Inc. Employee Stock Ownership Plan declined sharply - down 18.2% during 2024, from $8M to $6M. Reported net income was -$1M.
How have Wrd, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wrd, Inc.'s sponsor-wide assets declined 68.3%, from $20M to $6M.
Which ESOP plans are similar in size to Wrd, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lundquist Employee Stock Ownership Plan in CO ($6M, 27 participants).
Which ESOP plans cover a similar participant headcount to Wrd, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Bank of South Carolina Employee Stock Ownership Plan and Trust in SC (74 participants, $14M 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 581763631.

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.