401(k)
2024 plan-year 401(k) DOL Form 5500

WO PARTNERS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

WO PARTNERS HOLDINGS, INC.

This 401(k) plan holds $11M in total assets and serves 4,663 participants as of 2024. It is sponsored by WO PARTNERS HOLDINGS, INC. in Florida. The plan reported positive net income of $41M for the year.

Total Assets (2023)
$11M
Participants
4,663
State
Industry
Administrative & Support Services

What the Filing Says About WO PARTNERS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

WO PARTNERS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN is a 401(k) retirement plan sponsored by WO PARTNERS HOLDINGS, INC., headquartered in Florida. As of the 2024 Form 5500 filing, the plan reports $11M in total end-of-year assets and covers 4,663 participants across the Administrative & Support Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 843756933, and the plan has been effective since 2019-12-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $59M at the beginning of 2024 to $11M at year-end — a decline of 81.9%. Net assets (after liabilities) closed the year at $11M, with reported net income of $41M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$59M
Total Assets (End of Year)$11M
Net Assets (End of Year)$11M
Net Income$41M
Plan Type401(k)
Employer EIN843756933
Plan Effective Date2019-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (WO PARTNERS HOLDINGS, INC.)

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

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Frequently Asked Questions

How much money is in the WO PARTNERS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
As of the 2024 Form 5500 filing, WO PARTNERS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN holds $11M in total assets with 4,663 participants. It is sponsored by WO PARTNERS HOLDINGS, INC..
What type of plan is WO PARTNERS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
WO PARTNERS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN is a 401(k) plan. It has been effective since 2019-12-01. The plan is filed with the U.S. Department of Labor under EIN 843756933.
Who sponsors the WO PARTNERS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
WO PARTNERS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by WO PARTNERS HOLDINGS, INC., located in Florida. The sponsor's EIN is 843756933 and the plan operates in the Administrative & Support Services industry.
How did WO PARTNERS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN perform in 2024?
WO PARTNERS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN declined by 81.9% during 2024, moving from $59M to $11M in total assets. Net income was $41M.
Where can I find official filings for WO PARTNERS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
Official Form 5500 filings for WO PARTNERS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 843756933 or plan name at efast.dol.gov.
How does WO PARTNERS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans?
You can compare WO PARTNERS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN against other 401(k) plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.