ESOP · DOL Form 5500 · 2024

Wo Partners Holdings, Inc. ESOP

Data updated 2026-07-24

$11M
Total assets: 4,663
Participants: 57th
Percentile by assets: $2,306
Avg per participant

Official DOL plan name: Wo Partners Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Wo Partners Holdings, Inc. · Florida · Administrative & Support Services

$11M in assets, 4,663 participants

Wo Partners Holdings, Inc.'s Wo Partners Holdings, Inc. Employee Stock Ownership Plan reported $11M in total assets and 4,663 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

57th percentile by assets (of 116,472 plans)

Coverage in Florida

Wo Partners Holdings, Inc. Employee Stock Ownership Plan covers 4,663 participants in Florida, 7.4x the typical Florida plan (state average ~631 per filing). Assets: $11M.

$11M
total plan assets (2024 EOY): 4,663
covered participants: 57th
percentile by assets (of 116,472 plans): $2,306
avg assets per participant

Wo Partners Holdings, Inc. Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2023 filing to $41M in the plan year 2024 filing.
Wo Partners Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $59M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Wo Partners Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 3,454 in the plan year 2023 filing to 4,663 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Florida

Industry

Administrative & Support Services

Participants vs Florida filers

In Florida, the average filing covers about 631 participants across 6,304 plans. Wo Partners Holdings, Inc. Employee Stock Ownership Plan reports 4,663 participants - 7.4x that state average ($11M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)	$59M
Net Assets (End of Year)	$11M
Net Income	$41M
Employer EIN	843756933
Plan Effective Date	2019-12-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Wo Partners Holdings, Inc.)

Total plan assets by year, all Wo Partners Holdings, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	4,868	$60M
2023	1	3,454	$59M
2024	1	4,663	$11M

Nearby ESOP Plans in Florida

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

Wo Partners Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants

Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $14.3B · 149,213
Summit Companies Holdings, Inc. Employee Stock Ownership Plan $754M · 354
Thirty Fifteen Employee Stock Ownership Plan $725M · 4,730
Western Global Airlines, Inc. Employee Stock Ownership Plan $441M · 353
Rsr Employee Stock Ownership Plan $386M · 366

Compare Wo Partners Holdings, Inc. Employee Stoc… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Wo Partners Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.

E.C. Styberg Engineering Company Employee Stock Ownership Plan (WI) $11M · 42
Renkim Corporation Employee Stock Ownership Plan (MI) $11M · 140
Valley Premier Bank Employee Stock Ownership Plan & Trust (MN) $11M · 23
Town & Country Grocers of Fredericktown, Mo, Inc Employee Stock Ownership Plan (MO) $11M · 6

Frequently Asked Questions

How did Wo Partners Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼

Wo Partners Holdings, Inc. Employee Stock Ownership Plan contracted severely - down 81.9% during 2024, from $59M to $11M. Reported net income was $41M.

How have Wo Partners Holdings, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Wo Partners Holdings, Inc.'s sponsor-wide assets declined 82.1%, from $60M to $11M.

Which ESOP plans are similar in size to Wo Partners Holdings, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is E.C. Styberg Engineering Company Employee Stock Ownership Plan in WI ($11M, 42 participants).

Next read for Wo Partners Holdings, Inc. Employee Stoc…

Filing takeaways

Ways to act on Wo Partners Holdings, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Wo Partners Holdings, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Florida. Compare plans
Wo Partners Holdings, Inc.'s sponsor-wide assets have declined 82.1% since 2022 across 3 plan years on file. More Administrative & Support Services plans

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 843756933.

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.