ESOP · DOL Form 5500 · 2024

Wallick Communities Holdings, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
552
Participants Below avg headcount
54th
Percentile by assets National rank
$16,467
Avg per participant Low balance/head
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Official DOL plan name: Wallick Ownership Plan · Sponsored by Wallick Communities Holdings, Inc. · Ohio · Real Estate

$9M in assets, 552 participants

Wallick Communities Holdings, Inc.'s Wallick Ownership Plan reported $9M in total assets and 552 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,309 in Real Estate (4,605 peers)

Wallick Communities Holdings, Inc. multi-year trail

Wallick Communities Holdings, Inc.'s plans moved -45.3% in assets from 2023 to 2024; this filing shows Wallick Ownership Plan at $9M / 552 participants.

#3,309
in Real Estate (4,605 peers)
-45.3%
assets change YoY

Wallick Ownership Plan's mid-pack asset rank among Real Estate and all filers

Wallick Ownership Plan vs every filed plan by assets

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

$9,090,000 Top 46% higher than 54% 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

Wallick 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. Wallick Ownership Plan sits mid-pack in the medium band (552 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wallick Ownership Plan reported net income rose from -$81M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Wallick Ownership Plan end-of-year assets fell from $17M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Wallick Ownership Plan reported participants rose from 463 in the plan year 2023 filing to 552 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 881738375 · Wallick Communities Holdings, Inc. PY 2024 · ESOP

Wallick Ownership Plan · $9M · 552 · 54th

  • PART $9M
  • PART 552
  • PART 54th
  • PART ESOP
  • PART near Del-Air Investor Employee Ownership Plan
  • PART ind #3309

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 Ohio →

Wallick Ownership Plan in the asset neighbourhood

Dillon Yarn Corporation Employee Stock Ownership PlanDillon Yarn Corporation Empl…$9MStructural Integrity Associates Employee Stock Ownership PlanStructural Integrity Associa…$9MWallick Ownership Plan$9MDel-Air Investor Employee Ownership PlanDel-Air Investor Employee Ow…$9MRubber Track Solutions, Inc. Employee Stock Ownership PlanRubber Track Solutions, Inc.…$9M
End-of-year total assets ($M) among Wallick Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Wallick Communities Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wallick Communities Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 45.3107782709434% vs 2023
2024 filing year
$5M$10M$15M$20M 20232024 $16.6M $9.09M ▼ -45.3%
Year Plans Participants Total Assets
2023 1 463 $17M
2024 1 552 $9M

Wallick Communities Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)-$79M
Net Income$2M
Employer EIN881738375
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Wallick Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Wallick Ownership Plan, Total assets ($B): 0.00909 · Participants: 552Wallick Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Container Corporation Employee Stock Ownership Plan
Wallick Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Wallick Ownership Plan side-by-side with 3 peers →

Wallick Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Del-Air Investor Employee Ownership Plan in FL ($9M); by covered participants it is The American National Bank of Texas Employee Stock Ownership Plan in TX (552 participants). Same-state nearby plans are listed separately above.

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 Wallick Ownership Plan assets move in 2024? ▼
Wallick Ownership Plan contracted severely - down 45.3% during 2024, from $17M to $9M. Reported net income was $2M.
How have Wallick Communities Holdings, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Wallick Communities Holdings, Inc.'s sponsor-wide assets declined 45.3%, from $17M to $9M.
Which ESOP plans are similar in size to Wallick Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Del-Air Investor Employee Ownership Plan in FL ($9M, N/A participants).
Which ESOP plans cover a similar participant headcount to Wallick Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The American National Bank of Texas Employee Stock Ownership Plan in TX (552 participants, $35M 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 881738375.

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.