ESOP · DOL Form 5500 · 2024

Wo Partners Holdings, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
4,663
Participants Above avg headcount
57th
Percentile by assets National rank
$2,306
Avg per participant Low balance/head
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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.

  • #3,325 in Administrative & Support Services (4,368 peers)

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 ~628 per filing). Assets: $11M.

#3,325
in Administrative & Support Services (4,368 peers)
-81.9%
assets change YoY

Wo Partners Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Administrative & Support Services and all filers

Wo Partners Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$10,753,730 Top 43% higher than 57% 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

Wo Partners Holdings, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wo Partners Holdings, Inc. Employee Stock Ownership Plan lands in the large band (4,663 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Plan-year Form 5500 strip

Filing strip 843756933 · Wo Partners Holdings, Inc. PY 2024 · ESOP

Wo Partners Holdings, Inc. Employee Stock Ownership Plan · $11M · 4,663 · 57th

  • PHOTO $11M
  • IND 4,663
  • EOY 57th
  • 5500 ESOP
  • ASSETS near E.C. Styberg Engineering Company Employee Stock Ownership Plan
  • PCT ind #3325

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 Florida →

Wo Partners Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Renkim Corporation Employee Stock Ownership PlanRenkim Corporation Employee …$11MValley Premier Bank Employee Stock Ownership Plan & TrustValley Premier Bank Employee…$11MAirco Mechanical, Inc. Stock Bonus Employee Stock Ownership PlanAirco Mechanical, Inc. Stock…$11MWo Partners Holdings, Inc. Employee Stock Ownership PlanWo Partners Holdings, Inc. E…$11ME.C. Styberg Engineering Company Employee Stock Ownership PlanE.C. Styberg Engineering Com…$11M
End-of-year total assets ($M) among Wo Partners Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

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

Sponsor Plan History (Wo Partners Holdings, Inc.)

Sponsor-wide plan assets over time

All Wo Partners Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 82.07871076534408% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $60M $10.8M ▼ -82.1%
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 Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Wo Partners Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.01075373 · Participants: 4663Wo Partners Holdings, Inc. Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 14.286420169 · Participants: 149213Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 1.130328955 · Participants: 16036Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.75388536 · Participants: 354Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.724566492 · Participants: 4730Thirty Fifteen Employee Stock Ownership PlanWestern Global Airlines, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.441212218 · Participants: 353Western Global Airlines, Inc. Employee Stock Ownership Plan
Wo Partners Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Wo Partners Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Florida, the nearest ESOP by assets is E.C. Styberg Engineering Company Employee Stock Ownership Plan in WI ($11M); by covered participants it is Kehe Distributors, Inc. Employee Stock Ownership Plan in IL (4,815 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,663 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 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).
Which ESOP plans cover a similar participant headcount to Wo Partners Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Kehe Distributors, Inc. Employee Stock Ownership Plan in IL (4,815 participants, $2.2B 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 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.