ESOP · DOL Form 5500 · 2024

Woodland Partners, Inc. ESOP

Data updated 2026-08-25

$26M
Total assets Below avg plan size
16
Participants Small participant base
75th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Woodland Partners, Inc. Employee Stock Ownership Plan · Sponsored by Woodland Partners, Inc. · Massachusetts · Wholesale Trade

$26M in assets, 16 participants

Woodland Partners, Inc.'s Woodland Partners, Inc. Employee Stock Ownership Plan reported $26M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,434 in Wholesale Trade (6,080 peers)

Where Woodland Partners, Inc. Employee Stock Ownership Plan sits by assets

Woodland Partners, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $26M for 16 participants (~$1.6M/participant), up 0.9% in 2024.

#4,434
in Wholesale Trade (6,080 peers)
+0.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

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

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

$26,153,086 Top 25% higher than 75% 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

Woodland Partners, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Woodland Partners, Inc. Employee Stock Ownership Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Woodland Partners, Inc. Employee Stock Ownership Plan reported net income fell from $8M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Woodland Partners, Inc. Employee Stock Ownership Plan reported participants fell from 19 in the plan year 2023 filing to 16 in the plan year 2024 filing.
  • Woodland Partners, Inc. Employee Stock Ownership Plan end-of-year assets rose from $26M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 043531186 · Woodland Partners, Inc. PY 2024 · ESOP

Woodland Partners, Inc. Employee Stock Ownership Plan · $26M · 16 · 75th

  • PART $26M
  • PART 16
  • PART 75th
  • PART ESOP
  • PART near Sea Engineering, Inc. Employee Stock Ownership Plan
  • PART ind #4434

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 Massachusetts →

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

First Financial Corporation Employee Stock Ownership PlanFirst Financial Corporation …$26MVic's Crane & Heavy Haul, Inc. Employee Stock Ownership PlanVic's Crane & Heavy Haul, In…$26MSea Engineering, Inc. Employee Stock Ownership PlanSea Engineering, Inc. Employ…$26MWoodland Partners, Inc. Employee Stock Ownership PlanWoodland Partners, Inc. Empl…$26MRemco, Inc. Employee Stock Ownership PlanRemco, Inc. Employee Stock O…$26M
End-of-year total assets ($M) among Woodland Partners, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$25M
Net Income$1M
Employer EIN043531186
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Woodland Partners, Inc.)

Sponsor-wide plan assets over time

All Woodland Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 28.051676006103225% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.8M $31.8M ▲ +28.1%
Year Plans Participants Total Assets
2022 2 40 $25M
2023 2 47 $31M
2024 2 34 $32M

Nearby ESOP Plans in Massachusetts

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

Woodland Partners, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Woodland Partners, Inc. Employee Stock Ownership Plan, Total assets ($M): 26.153086 · Participants: 16Woodland Partners, Inc. Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 729.34706 · Participants: 1684Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 367.792322 · Participants: 139The Gillette Company Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 253.372727 · Participants: 445First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanDavid Clark Employee Stock Ownership Plan, Total assets ($M): 182.6375 · Participants: 236David Clark Employee Stock Ownership PlanNew England Biolabs, Inc. Non-Voting Stock Ownership Plan, Total assets ($M): 162.974294 · Participants: 424New England Biolabs, Inc. Non-Voting Stock Ownership Plan
Woodland Partners, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Woodland Partners, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest ESOP by assets is Sea Engineering, Inc. Employee Stock Ownership Plan in HI ($26M); by covered participants it is Mediu, Inc. Employee Stock Ownership Plan in OH (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Woodland Partners, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Woodland Partners, Inc. Employee Stock Ownership Plan held essentially flat - up 0.9% during 2024, from $26M to $26M. Reported net income was $1M.
How have Woodland Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Woodland Partners, Inc.'s sponsor-wide assets grew 28.1%, from $25M to $32M.
Where does Woodland Partners, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Woodland Partners, Inc. Employee Stock Ownership Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Woodland Partners, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sea Engineering, Inc. Employee Stock Ownership Plan in HI ($26M, 53 participants).
Which ESOP plans cover a similar participant headcount to Woodland Partners, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mediu, Inc. Employee Stock Ownership Plan in OH (16 participants, $3M 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 043531186.

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.