ESOP · DOL Form 5500 · 2024

Worcester Manufacturing, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
41
Participants Small participant base
45th
Percentile by assets National rank
$142,341
Avg per participant Near avg balance/head
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Official DOL plan name: Worcester Manufacturing, Inc. ESOP · Sponsored by Worcester Manufacturing, Inc. · Massachusetts · Manufacturing

$6M in assets, 41 participants

Worcester Manufacturing, Inc.'s Worcester Manufacturing, Inc. ESOP reported $6M in total assets and 41 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #5,010 in Manufacturing (17,777 peers)

What the 2024 filing shows

Worcester Manufacturing, Inc. ESOP holds $6M for 41 participants - about $142,341 per participant, in the lower half of filed plans by assets.

#5,010
in Manufacturing (17,777 peers)
-0.3%
assets change YoY

The plan reported a net loss of $392K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Worcester Manufacturing, Inc. ESOP's mid-pack asset rank among Manufacturing and all filers

Worcester Manufacturing, Inc. ESOP vs every filed plan by assets

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

$5,836,000 45th percentile higher than 45% 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

Worcester Manufacturing, Inc. ESOP among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Worcester Manufacturing, Inc. ESOP is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Worcester Manufacturing, Inc. ESOP reported net income rose from -$780K in the plan year 2023 filing to -$392K in the plan year 2024 filing.
  • Worcester Manufacturing, Inc. ESOP reported participants rose from 40 in the plan year 2023 filing to 41 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 042895731 · Worcester Manufacturing, Inc. PY 2024 · ESOP

Worcester Manufacturing, Inc. ESOP · $6M · 41 · 45th

  • BOOK $6M
  • VS-ST 41
  • BOY 45th
  • SCH ESOP
  • EBSA near City Auto Glass, Inc. Employee Stock Ownership Plan and Trust
  • PART ind #5010

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 Massachusetts →

Worcester Manufacturing, Inc. ESOP in the asset neighbourhood

Quintus, Inc. Employee Stock Ownership PlanQuintus, Inc. Employee Stock…$6MWorcester Manufacturing, Inc. ESOPWorcester Manufacturing, Inc…$6MCity Auto Glass, Inc. Employee Stock Ownership Plan and TrustCity Auto Glass, Inc. Employ…$6MArcher/Malmo, Inc. Employee Stock Ownership PlanArcher/Malmo, Inc. Employee …$6MCooper Carry, Inc Employee Stock Ownership PlanCooper Carry, Inc Employee S…$6M
End-of-year total assets ($M) among Worcester Manufacturing, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$3M
Net Income-$392K
Employer EIN042895731
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Worcester Manufacturing, Inc.)

Sponsor-wide plan assets over time

All Worcester Manufacturing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 9.096573208722742% vs 2022
2024 filing year
$5.6M$5.8M$6M$6.2M$6.4M$6.6M 202220232024 $6.42M $5.84M ▼ -9.0%
Year Plans Participants Total Assets
2022 1 50 $6M
2023 1 40 $6M
2024 1 41 $6M

Nearby ESOP Plans in Massachusetts

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

Worcester Manufacturing, Inc. ESOP vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Worcester Manufacturing, Inc. ESOP, Total assets ($M): 5.836 · Participants: 41Worcester Manufacturing, Inc. ESOPConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 729.34706 · Participants: 1684Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 367.792322 · Participants: 139The Gillette Company Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 253.372727 · Participants: 445First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanDavid Clark Employee Stock Ownership Plan, Total assets ($M): 182.6375 · Participants: 236David Clark Employee Stock Ownership PlanNew England Biolabs, Inc. Non-Voting Stock Ownership Plan, Total assets ($M): 162.974294 · Participants: 424New England Biolabs, Inc. Non-Voting Stock Ownership Plan
Worcester Manufacturing, Inc. ESOP vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Worcester Manufacturing, Inc. ESOP side-by-side with 3 peers →

Worcester Manufacturing, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is City Auto Glass, Inc. Employee Stock Ownership Plan and Trust in MN ($6M); by covered participants it is Custom Dental Management, Inc. Employee Stock Ownership Plan in MO (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Worcester Manufacturing, Inc. ESOP assets move in 2024? ▼
Worcester Manufacturing, Inc. ESOP held essentially flat - down 0.3% during 2024, from $6M to $6M. Reported net income was -$392K.
How have Worcester Manufacturing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Worcester Manufacturing, Inc.'s sponsor-wide assets declined 9.1%, from $6M to $6M.
Which ESOP plans are similar in size to Worcester Manufacturing, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by assets is City Auto Glass, Inc. Employee Stock Ownership Plan and Trust in MN ($6M, 88 participants).
Which ESOP plans cover a similar participant headcount to Worcester Manufacturing, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Custom Dental Management, Inc. Employee Stock Ownership Plan in MO (41 participants, N/A 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 042895731.

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.