ESOP · DOL Form 5500 · 2023

Woodward Mccoach Inc. ESOP

Data updated 2026-08-25

$58M
Total assets Below avg plan size
77
Participants Small participant base
87th
Percentile by assets National rank
$747,470
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Woodward Mccoach, Inc. Employee Stock Ownership Plan · Sponsored by Woodward Mccoach Inc. · Pennsylvania · Professional & Technical Services

$58M in assets, 77 participants

Woodward Mccoach Inc.'s Woodward Mccoach, Inc. Employee Stock Ownership Plan reported $58M in total assets and 77 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,894 in Professional & Technical Services (20,321 peers)

Where Woodward Mccoach, Inc. Employee Stock Ownership Plan sits by assets

Woodward Mccoach, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $58M for 77 participants (~$747,470/participant), up 14.1% in 2023.

#17,894
in Professional & Technical Services (20,321 peers)
+14.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Woodward Mccoach, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$57,555,165 Top 13% higher than 87% of 127,068 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 2023

Woodward Mccoach, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Woodward Mccoach, Inc. Employee Stock Ownership Plan is a small filing (77 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Woodward Mccoach, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Woodward Mccoach, Inc. Employee Stock Ownership Plan end-of-year assets rose from $50M in the plan year 2022 filing to $58M in the plan year 2023 filing.
  • Woodward Mccoach, Inc. Employee Stock Ownership Plan reported participants rose from 69 in the plan year 2022 filing to 77 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 232247101 · Woodward Mccoach Inc. PY 2023 · ESOP

Woodward Mccoach, Inc. Employee Stock Ownership Plan · $58M · 77 · 87th

  • SCH $58M
  • EBSA 77
  • PART 87th
  • TYPE ESOP
  • NET near Synerlink Corp. Employee Stock Ownership Plan
  • BOOK ind #17894

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 Pennsylvania →

Woodward Mccoach, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bayland Buildings, Inc. Employee Stock Ownership PlanBayland Buildings, Inc. Empl…$58MSynerlink Corp. Employee Stock Ownership PlanSynerlink Corp. Employee Sto…$58MWoodward Mccoach, Inc. Employee Stock Ownership PlanWoodward Mccoach, Inc. Emplo…$58MDesco Industries, Inc. Employee Stock Ownership PlanDesco Industries, Inc. Emplo…$58MVan Horn Automotive Group, Inc. Employee Stock Ownership PlanVan Horn Automotive Group, I…$57M
End-of-year total assets ($M) among Woodward Mccoach, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$58M
Net Income$7M
Employer EIN232247101
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Woodward Mccoach Inc.)

Sponsor-wide plan assets over time

All Woodward Mccoach Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$65M 28.413577529530215% vs 2022
2024 filing year
$45M$50M$55M$60M$65M$70M 202220232024 $50.4M $64.8M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 69 $50M
2023 1 77 $58M
2024 1 84 $65M

Nearby ESOP Plans in Pennsylvania

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

Woodward Mccoach, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Woodward Mccoach, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.057555165 · Participants: 77Woodward Mccoach, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Woodward Mccoach, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Woodward Mccoach, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Synerlink Corp. Employee Stock Ownership Plan in TX ($58M); by covered participants it is Equitable Bank Employee Stock Ownership Plan in NE (77 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (77 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Woodward Mccoach, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Woodward Mccoach, Inc. Employee Stock Ownership Plan grew at a solid clip - up 14.1% during 2023, from $50M to $58M. Reported net income was $7M.
How have Woodward Mccoach Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Woodward Mccoach Inc.'s sponsor-wide assets grew 28.4%, from $50M to $65M.
Where does Woodward Mccoach, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Woodward Mccoach, Inc. Employee Stock Ownership Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Woodward Mccoach, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Synerlink Corp. Employee Stock Ownership Plan in TX ($58M, 64 participants).
Which ESOP plans cover a similar participant headcount to Woodward Mccoach, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Equitable Bank Employee Stock Ownership Plan in NE (77 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232247101.

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.