ESOP · DOL Form 5500 · 2024

Wawa, Inc. ESOP

Data updated 2026-08-25

$5.5B
Total assets Very large vs avg
37,745
Participants Very large workforce
100th
Percentile by assets National rank
$146,524
Avg per participant Above avg balance/head
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Official DOL plan name: Wawa, Inc. Employee Stock Ownership Plan · Sponsored by Wawa, Inc. · Pennsylvania · Retail Trade

$5.5B in assets, 37,745 participants

Wawa, Inc.'s Wawa, Inc. Employee Stock Ownership Plan reported $5.5B in total assets and 37,745 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.

  • #8,033 in Retail Trade (8,048 peers)

Coverage in Pennsylvania

Wawa, Inc. Employee Stock Ownership Plan covers 37,745 participants in Pennsylvania, 46x the typical Pennsylvania plan (state average ~822 per filing). Assets: $5.5B.

#8,033
in Retail Trade (8,048 peers)
+3.6%
assets growth YoY
55×
vs typical plan assets (national mean)

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

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

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

$5,530,536,956 Highest reported value at or above every one 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

Wawa, Inc. Employee Stock Ownership Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wawa, Inc. Employee Stock Ownership Plan is a mega filing (37,745 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wawa, Inc. Employee Stock Ownership Plan reported net income fell from $861M in the plan year 2023 filing to $250M in the plan year 2024 filing.
  • Wawa, Inc. Employee Stock Ownership Plan reported participants fell from 42,695 in the plan year 2023 filing to 37,745 in the plan year 2024 filing.
  • Wawa, Inc. Employee Stock Ownership Plan end-of-year assets rose from $5.3B in the plan year 2023 filing to $5.5B in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 210515330 · Wawa, Inc. PY 2024 · ESOP

Wawa, Inc. Employee Stock Ownership Plan · $5.5B · 37,745 · 100th

  • PART $5.5B
  • PART 37,745
  • PART 100th
  • PART ESOP
  • PART near Burns & Mcdonnell, Inc. Employee Stock Ownership Plan
  • PART ind #8033

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 →

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

Wawa, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ow…$5.5BBurns & Mcdonnell, Inc. Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Empl…$5.5BWinco Employee Stock Ownership PlanWinco Employee Stock Ownersh…$5.0BParsons Employee Stock Ownership PlanParsons Employee Stock Owner…$5.0BSchreiber Foods, Inc Employee Stock Ownership PlanSchreiber Foods, Inc Employe…$3.8B
End-of-year total assets ($B) among Wawa, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$5.3B
Net Assets (End of Year)$5.4B
Net Income$250M
Employer EIN210515330
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wawa, Inc.)

Sponsor-wide plan assets over time

All Wawa, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6.7B 25.699973195157945% vs 2022
2024 filing year
$5B$5.5B$6B$6.5B$7B 202220232024 $5.29B $6.65B ▲ +25.7%
Year Plans Participants Total Assets
2022 2 37,378 $5.3B
2023 2 58,427 $6.3B
2024 2 55,426 $6.7B

Nearby ESOP Plans in Pennsylvania

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

Wawa, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 0246 Total assets ($B) Participants Wawa, Inc. Employee Stock Ownership Plan, Total assets ($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 PlanHb Global Employee Stock Ownership Plan, Total assets ($B): 0.301750303 · Participants: 1386Hb Global Employee Stock Ownership Plan
Wawa, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Wawa, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Scale composition for Wawa, Inc. Employee Stock Ownership Plan

Wawa, Inc. Employee Stock Ownership Plan reports $5.5B in end-of-year assets across 37,745 participants (0.045% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.040% of 93,925,755 covered participants) - about $146,524 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2024 was $250M.

This plan identity (EIN 210515330, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $4.5B to $5.5B (+22.4%) while covered participants moved from 22,323 to 37,745 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 22,323 $4.5B Open filing
2023 42,695 $5.3B Open filing
2024 · index core 37,745 $5.5B This page

The same sponsor also keeps 1 other index-core plan on PlainRetire:

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

Outside Pennsylvania, the nearest ESOP by assets is Burns & Mcdonnell, Inc. Employee Stock Ownership Plan in MO ($5.5B); by covered participants it is Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan in OH (33,639 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5.5B here).

Similar participant headcount

Nearest other-state filings by covered participants (37,745 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 Wawa, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Wawa, Inc. Employee Stock Ownership Plan edged up modestly - up 3.6% during 2024, from $5.3B to $5.5B. Reported net income was $250M.
How have Wawa, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wawa, Inc.'s sponsor-wide assets grew 25.7%, from $5.3B to $6.7B.
Where does Wawa, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Wawa, Inc. Employee Stock Ownership Plan ranks in the 100th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which ESOP plans are similar in size to Wawa, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Burns & Mcdonnell, Inc. Employee Stock Ownership Plan in MO ($5.5B, 9,902 participants).
Which ESOP plans cover a similar participant headcount to Wawa, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan in OH (33,639 participants, $22.0B 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 210515330.

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.