ESOP · DOL Form 5500 · 2024

Willette Acquisition Corp ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
120
Participants Small participant base
44th
Percentile by assets National rank
$46,321
Avg per participant Low balance/head
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Official DOL plan name: Allied Vaughn Employee Stock Ownership Plan · Sponsored by Willette Acquisition Corp · Minnesota · Professional & Technical Services

$6M in assets, 120 participants

Willette Acquisition Corp's Allied Vaughn Employee Stock Ownership Plan reported $6M in total assets and 120 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,400 in Professional & Technical Services (20,173 peers)

Coverage in Minnesota

Allied Vaughn Employee Stock Ownership Plan covers 120 participants in Minnesota, about 11% of the average Minnesota filer (state average ~1,126 per filing). Assets: $6M.

#8,400
in Professional & Technical Services (20,173 peers)
+32.4%
assets growth 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.

Allied Vaughn Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Allied Vaughn Employee Stock Ownership Plan vs every filed plan by assets

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

$5,558,552 44th percentile higher than 44% 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

Allied Vaughn Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allied Vaughn Employee Stock Ownership Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Allied Vaughn Employee Stock Ownership Plan reported net income fell from -$299K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Allied Vaughn Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Allied Vaughn Employee Stock Ownership Plan reported participants rose from 98 in the plan year 2023 filing to 120 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 411987106 · Willette Acquisition Corp PY 2024 · ESOP

Allied Vaughn Employee Stock Ownership Plan · $6M · 120 · 44th

  • EBSA $6M
  • PART 120
  • TYPE 44th
  • NET ESOP
  • BOOK near Sutter Instrument Employee Stock Ownership Plan
  • VS-ST ind #8400

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 Minnesota →

Allied Vaughn Employee Stock Ownership Plan in the asset neighbourhood

Allied Vaughn Employee Stock Ownership PlanAllied Vaughn Employee Stock…$6MSutter Instrument Employee Stock Ownership PlanSutter Instrument Employee S…$6MCambron Engineering, Inc. Employee Stock Ownership PlanCambron Engineering, Inc. Em…$6MThe Gadsden Corporation Employee Stock Ownership PlanThe Gadsden Corporation Empl…$6MBank of Oak Ridge Employee Stock Ownership Plan and TrustBank of Oak Ridge Employee S…$6M
End-of-year total assets ($M) among Allied Vaughn Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$2M
Employer EIN411987106
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Willette Acquisition Corp)

Sponsor-wide plan assets over time

All Willette Acquisition Corp plans reported in each filing year

Latest sponsor-wide plan assets
$6M 38.12151202736899% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $8.98M $5.56M ▼ -38.1%
Year Plans Participants Total Assets
2022 2 196 $9M
2023 1 98 $4M
2024 1 120 $6M

Nearby ESOP Plans in Minnesota

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

Allied Vaughn Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -500050010001500 Total assets ($M) Participants Allied Vaughn Employee Stock Ownership Plan, Total assets ($M): 5.558552 · Participants: 120Allied Vaughn Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 962.686911 · Participants: 12104Andersen Corporation Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 593.784492 · Participants: 490Landscape Structures, Inc. Employee Stock Ownership Plan and TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 593.525018 · Participants: 782Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 472.716981 · Participants: 615Force America Inc. Employee Stock Ownership PlanAblenet, Inc. Employee Stock Ownership Plan, Total assets ($M): 459.837439 · Participants: 134Ablenet, Inc. Employee Stock Ownership Plan
Allied Vaughn Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Allied Vaughn Employee Stock Ownership Plan side-by-side with 3 peers →

Allied Vaughn Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Sutter Instrument Employee Stock Ownership Plan in CA ($6M); by covered participants it is Sbna Holdings, Inc. Employee Stock Ownership Plan in TX (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Allied Vaughn Employee Stock Ownership Plan assets move in 2024? ▼
Allied Vaughn Employee Stock Ownership Plan surged - up 32.4% during 2024, from $4M to $6M. Reported net income was -$2M.
How have Willette Acquisition Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willette Acquisition Corp's sponsor-wide assets declined 38.1%, from $9M to $6M.
Which ESOP plans are similar in size to Allied Vaughn Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sutter Instrument Employee Stock Ownership Plan in CA ($6M, 72 participants).
Which ESOP plans cover a similar participant headcount to Allied Vaughn Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sbna Holdings, Inc. Employee Stock Ownership Plan in TX (120 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 411987106.

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.