ESOP · DOL Form 5500 · 2024

Worth & Company, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
592
Participants Below avg headcount
46th
Percentile by assets National rank
$10,722
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Worth & Company, Inc. Employee Stock Ownership Plan · Sponsored by Worth & Company, Inc. · Pennsylvania · Wholesale Trade

$6M in assets, 592 participants

Worth & Company, Inc.'s Worth & Company, Inc. Employee Stock Ownership Plan reported $6M in total assets and 592 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,194 in Wholesale Trade (6,080 peers)

Worth & Company, Inc. multi-year trail

Worth & Company, Inc.'s plans moved +47.7% in assets from 2022 to 2024; this filing shows Worth & Company, Inc. Employee Stock Ownership Plan at $6M / 592 participants.

#2,194
in Wholesale Trade (6,080 peers)
-$24M
reported net income

The plan reported a net loss of $24M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Worth & Company, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Worth & Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$6,347,343 46th percentile higher than 46% 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

Worth & Company, Inc. 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. Worth & Company, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (592 participants).

Published 5500 schedule card

Filing strip 232251312 · Worth & Company, Inc. PY 2024 · ESOP

Worth & Company, Inc. Employee Stock Ownership Plan · $6M · 592 · 46th

  • EOY $6M
  • EOY 592
  • EOY 46th
  • EOY ESOP
  • EOY near Pinnacle Plastic Products Employee Stock Ownership Plan
  • EOY ind #2194

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 →

Worth & Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Mce Corporation Employee Stock Ownership PlanMce Corporation Employee Sto…$6MWorth & Company, Inc. Employee Stock Ownership PlanWorth & Company, Inc. Employ…$6MPinnacle Plastic Products Employee Stock Ownership PlanPinnacle Plastic Products Em…$6MHurtt Fabricating Corp Employee Stock Ownership PlanHurtt Fabricating Corp Emplo…$6MBowen & Associates Employee Stock Ownership PlanBowen & Associates Employee …$6M
End-of-year total assets ($M) among Worth & Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Worth & Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Worth & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$87M 47.71775178249203% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $59.1M $87.2M ▲ +47.7%
Year Plans Participants Total Assets
2022 1 551 $59M
2023 1 562 $71M
2024 2 1,116 $87M

Worth & Company, Inc. filing trail (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$24M
Net Income-$24M
Employer EIN232251312
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Worth & Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Worth & Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.006347343 · Participants: 592Worth & Company, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporation Employee Stock Ownership Plan and TrustD & H Employee Stock Ownership Plan, Total assets ($B): 0.313919418 · Participants: 1459D & H Employee Stock Ownership Plan
Worth & Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Worth & Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Pinnacle Plastic Products Employee Stock Ownership Plan in OH ($6M); by covered participants it is The Bradford Group, Inc. Employee Stock Ownership Plan in IL (593 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (592 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 have Worth & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Worth & Company, Inc.'s sponsor-wide assets grew 47.7%, from $59M to $87M.
Which ESOP plans are similar in size to Worth & Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pinnacle Plastic Products Employee Stock Ownership Plan in OH ($6M, 88 participants).
Which ESOP plans cover a similar participant headcount to Worth & Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Bradford Group, Inc. Employee Stock Ownership Plan in IL (593 participants, $4M 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 232251312.

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.