ESOP · DOL Form 5500 · 2024
Wexco Incorporated ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 33rd
- Percentile by assets National rank
Official DOL plan name: Wexco Incorporated Employee Stock Ownership Plan · Sponsored by Wexco Incorporated · Oregon · Manufacturing
$3M in assets, N/A participants
Wexco Incorporated's Wexco Incorporated Employee Stock Ownership Plan reported $3M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #2,957 in Manufacturing (17,777 peers)
Wexco Incorporated multi-year trail
Wexco Incorporated's plans moved -73.8% in assets from 2022 to 2024; this filing shows Wexco Incorporated Employee Stock Ownership Plan at $3M / N/A participants.
- #2,957
- in Manufacturing (17,777 peers)
- -37.2%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wexco Incorporated Employee Stock Ownership Plan among the smaller filed plans by assets
Wexco Incorporated Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,719,077 33rd percentile higher than 33% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wexco Incorporated Employee Stock Ownership Plan reported net income rose from -$6M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Wexco Incorporated Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
DOL schedule card
Filing strip 232441123 · Wexco Incorporated PY 2024 · ESOP
Wexco Incorporated Employee Stock Ownership Plan · $3M · N/A · 33rd
- ASSETS $3M
- ASSETS N/A
- ASSETS 33rd
- ASSETS ESOP
- ASSETS near Matrix Technologies, Inc. Employee Stock Ownership Plan
- ASSETS ind #2957
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 →
Wexco Incorporated Employee Stock Ownership Plan in the asset neighbourhood
Wexco Incorporated multi-year asset trail
Sponsor-wide plan assets over time
All Wexco Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 73.82819771577361% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $10M |
| 2023 | 1 | N/A | $4M |
| 2024 | 1 | N/A | $3M |
Wexco Incorporated filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$2M |
| Employer EIN | 232441123 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Oregon
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan $315M · 547
- Pacific Industrial Corp. Employee Stock Ownership Plan $251M · 73
- Bi-Mart Corporation Employee Stock Ownership Plan $141M · 2,070
- Northwest Pump & Equipment Co. Employee Stock Ownership Plan $102M · 209
- Northwest Pump & Equipment Co. Employee Stock Ownership Plan $99M · 195
Wexco Incorporated Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets
Outside Oregon, the nearest ESOP by end-of-year assets is Matrix Technologies, Inc. Employee Stock Ownership Plan in at $3M (this filing: $3M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Matrix Technologies, Inc. Employee Stock Ownership Plan () $3M · 359
- Wetherill Engineering, Inc. Employee Stock Ownership Plan (NC) $3M · 88
- Sherwood Design Engineers Employee Stock Ownership Plan (CA) $3M · 79
- Electronic Business Machines, Inc. Employee Stock Ownership Plan and Trust Agreement (KY) $3M · 10
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.