ESOP · DOL Form 5500 · 2024

Wellington House, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
19
Participants Small participant base
25th
Percentile by assets National rank
$63,684
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wellington House, Inc. Employee Stock Ownership Plan & Trust · Sponsored by Wellington House, Inc. · Oregon · Manufacturing

$1M in assets, 19 participants

Wellington House, Inc.'s Wellington House, Inc. Employee Stock Ownership Plan & Trust reported $1M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,897 in Manufacturing (17,777 peers)

Wellington House, Inc. multi-year trail

Wellington House, Inc.'s plans moved +34.4% in assets from 2022 to 2024; this filing shows Wellington House, Inc. Employee Stock Ownership Plan & Trust at $1M / 19 participants.

#1,897
in Manufacturing (17,777 peers)
+12.6%
assets growth YoY

Wellington House, Inc. Employee Stock Ownership Plan & Trust among the smaller filed plans by assets

Wellington House, Inc. Employee Stock Ownership Plan & Trust vs every filed plan by assets

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

$1,210,000 25th percentile higher than 25% 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

Wellington House, Inc. Employee Stock Ownership Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wellington House, Inc. Employee Stock Ownership Plan & Trust is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wellington House, Inc. Employee Stock Ownership Plan & Trust reported net income fell from $202K in the plan year 2023 filing to $164K in the plan year 2024 filing.
  • Wellington House, Inc. Employee Stock Ownership Plan & Trust end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Wellington House, Inc. Employee Stock Ownership Plan & Trust reported participants rose from 18 in the plan year 2023 filing to 19 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 930921768 · Wellington House, Inc. PY 2024 · ESOP

Wellington House, Inc. Employee Stock Ownership Plan & Trust · $1M · 19 · 25th

  • EIN $1M
  • RANK 19
  • PHOTO 25th
  • IND ESOP
  • EOY near Houlihan Capital Employee Stock Ownership Plan
  • 5500 ind #1897

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 →

Wellington House, Inc. Employee Stock Ownership Plan & Trust in the asset neighbourhood

Wellington House, Inc. Employee Stock Ownership Plan & TrustWellington House, Inc. Emplo…$1MHoulihan Capital Employee Stock Ownership PlanHoulihan Capital Employee St…$1MWater & Air Research, Inc. Employee Stock Ownership PlanWater & Air Research, Inc. E…$1MDoron Precision Systems, Inc. Employee Stock Ownership PlanDoron Precision Systems, Inc…$1MArchitecture for Education, Inc. Employee Stock Ownership PlanArchitecture for Education, …$1M
End-of-year total assets ($M) among Wellington House, Inc. Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Wellington House, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wellington House, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 34.44444444444444% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M$1.3M 202220232024 $0.9M $1.21M ▲ +34.4%
Year Plans Participants Total Assets
2022 1 19 $900K
2023 1 18 $1M
2024 1 19 $1M

Wellington House, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$842K
Net Income$164K
Employer EIN930921768
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oregon

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

Wellington House, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300400 Total assets ($M) Participants Wellington House, Inc. Employee Stock Ownership Plan & Trust, Total assets ($M): 1.21 · Participants: 19Wellington House, Inc. Employee Stock Ownership Plan & TrustBob'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
Wellington House, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Wellington House, Inc. Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

Wellington House, Inc. Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Houlihan Capital Employee Stock Ownership Plan in IL ($1M); by covered participants it is Equinox Information Systems, Inc. Employee Stock Ownership Plan in TN (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Wellington House, Inc. Employee Stock Ownership Plan & Trust assets move in 2024? ▼
Wellington House, Inc. Employee Stock Ownership Plan & Trust grew at a solid clip - up 12.6% during 2024, from $1M to $1M. Reported net income was $164K.
How have Wellington House, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wellington House, Inc.'s sponsor-wide assets grew 34.4%, from $900K to $1M.
Where does Wellington House, Inc. Employee Stock Ownership Plan & Trust rank by assets among Form 5500 filers? ▼
Wellington House, Inc. Employee Stock Ownership Plan & Trust ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which ESOP plans are similar in size to Wellington House, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Houlihan Capital Employee Stock Ownership Plan in IL ($1M, 32 participants).
Which ESOP plans cover a similar participant headcount to Wellington House, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Equinox Information Systems, Inc. Employee Stock Ownership Plan in TN (19 participants, $2M 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 930921768.

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.