ESOP · DOL Form 5500 · 2024

Widelity, Inc. ESOP

Data updated 2026-08-25

$856K
Total assets Small plan by assets
107
Participants Small participant base
22nd
Percentile by assets National rank
$7,996
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Widelity, Inc. Employee Stock Ownership Plan · Sponsored by Widelity, Inc. · Virginia · Professional & Technical Services

$856K in assets, 107 participants

Widelity, Inc.'s Widelity, Inc. Employee Stock Ownership Plan reported $856K in total assets and 107 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,411 in Professional & Technical Services (20,173 peers)

Coverage in Virginia

Widelity, Inc. Employee Stock Ownership Plan covers 107 participants in Virginia, about 14% of the average Virginia filer (state average ~782 per filing). Assets: $856K.

#3,411
in Professional & Technical Services (20,173 peers)
+90.8%
assets growth YoY

Widelity, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

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

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

$855,563 22nd percentile higher than 22% 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

Widelity, 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. Widelity, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Widelity, Inc. Employee Stock Ownership Plan reported net income rose from $114K in the plan year 2023 filing to $407K in the plan year 2024 filing.
  • Widelity, Inc. Employee Stock Ownership Plan end-of-year assets rose from $448K in the plan year 2023 filing to $856K in the plan year 2024 filing.
  • Widelity, Inc. Employee Stock Ownership Plan reported participants rose from 70 in the plan year 2023 filing to 107 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 204981626 · Widelity, Inc. PY 2024 · ESOP

Widelity, Inc. Employee Stock Ownership Plan · $856K · 107 · 22nd

  • ASSETS $856K
  • PCT 107
  • EIN 22nd
  • RANK ESOP
  • PHOTO near Lie-Nielsen Toolworks Employee Stock Ownership Plan
  • IND ind #3411

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 Virginia →

Widelity, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Widelity, Inc. Employee Stock Ownership PlanWidelity, Inc. Employee Stoc…$856KLie-Nielsen Toolworks Employee Stock Ownership PlanLie-Nielsen Toolworks Employ…$855KThe Kimmey Company Employee Stock Ownership Plan and TrustThe Kimmey Company Employee …$860KGreenville Federal Financial Corporation Employee Stock Ownership PlanGreenville Federal Financial…$851KShaffer Distributing Co. Employee Stock Ownership PlanShaffer Distributing Co. Emp…$850K
End-of-year total assets ($M) among Widelity, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$448K
Net Assets (End of Year)$856K
Net Income$407K
Employer EIN204981626
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Widelity, Inc.)

Sponsor-wide plan assets over time

All Widelity, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 2515.289985052317% vs 2022
2024 filing year
$0M$5M$10M 202220232024 $0.33M $8.75M ▲ +2551.5%
Year Plans Participants Total Assets
2022 1 58 $335K
2023 1 70 $448K
2024 2 226 $9M

Nearby ESOP Plans in Virginia

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

Widelity, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Widelity, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000855563 · Participants: 107Widelity, Inc. Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.333135639 · Participants: 6515Nvr, Inc. Employee Stock Ownership PlanDelta Star Employee Stock Ownership Plan, Total assets ($B): 0.446814442 · Participants: 222Delta Star Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.407104271 · Participants: 1962Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.385752212 · Participants: 1811The Resorts Companies, Inc. Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.380000537 · Participants: 458New River Electrical Corporation Employee Stock Ownership Plan
Widelity, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Widelity, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest ESOP by assets is Lie-Nielsen Toolworks Employee Stock Ownership Plan in ME ($855K); by covered participants it is L.a. Fuess Partners Inc. Employee Stock Ownership Plan in TX (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Widelity, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Widelity, Inc. Employee Stock Ownership Plan surged - up 90.8% during 2024, from $448K to $856K. Reported net income was $407K.
How have Widelity, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Widelity, Inc.'s sponsor-wide assets grew 2515.3%, from $335K to $9M.
Where does Widelity, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Widelity, Inc. Employee Stock Ownership Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Widelity, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lie-Nielsen Toolworks Employee Stock Ownership Plan in ME ($855K, 59 participants).
Which ESOP plans cover a similar participant headcount to Widelity, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is L.a. Fuess Partners Inc. Employee Stock Ownership Plan in TX (107 participants, $17M 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 204981626.

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.