ESOP · DOL Form 5500 · 2024

Wallner Holdings, Corp ESOP

Data updated 2026-08-25

$80M
Total assets Below avg plan size
144
Participants Small participant base
89th
Percentile by assets National rank
$558,409
Avg per participant High balance/head
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Official DOL plan name: Wallner Expac Employer Stock Ownership Plan · Sponsored by Wallner Holdings, Corp · California · Manufacturing

$80M in assets, 144 participants

Wallner Holdings, Corp's Wallner Expac Employer Stock Ownership Plan reported $80M in total assets and 144 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #14,834 in Manufacturing (17,777 peers)

Coverage in California

Wallner Expac Employer Stock Ownership Plan covers 144 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $80M.

#14,834
in Manufacturing (17,777 peers)
+26.0%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Wallner Expac Employer Stock Ownership Plan's outsized position by total assets

Wallner Expac Employer Stock Ownership Plan vs every filed plan by assets

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

$80,410,833 Top 11% higher than 89% 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

Wallner Expac Employer Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wallner Expac Employer Stock Ownership Plan sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wallner Expac Employer Stock Ownership Plan reported net income fell from $25M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Wallner Expac Employer Stock Ownership Plan end-of-year assets rose from $64M in the plan year 2023 filing to $80M in the plan year 2024 filing.
  • Wallner Expac Employer Stock Ownership Plan reported participants rose from 127 in the plan year 2023 filing to 144 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 852314995 · Wallner Holdings, Corp PY 2024 · ESOP

Wallner Expac Employer Stock Ownership Plan · $80M · 144 · 89th

  • RANK $80M
  • PHOTO 144
  • IND 89th
  • EOY ESOP
  • 5500 near Community Bancshares of Mississippi, Inc. Employee Stock Ownership Plan
  • ASSETS ind #14834

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 California →

Wallner Expac Employer Stock Ownership Plan in the asset neighbourhood

Community Bancshares of Mississippi, Inc. Employee Stock Ownership PlanCommunity Bancshares of Miss…$81MNiagara Specialty Metals, Inc. Employee Stock Ownership PlanNiagara Specialty Metals, In…$81MWallner Expac Employer Stock Ownership PlanWallner Expac Employer Stock…$80MSouthwestern Financial Corporation Employee Stock Ownership PlanSouthwestern Financial Corpo…$80MCommercial Contracting Corporation Employee Stock Ownership PlanCommercial Contracting Corpo…$80M
End-of-year total assets ($M) among Wallner Expac Employer Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$52M
Net Income$17M
Employer EIN852314995
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wallner Holdings, Corp)

Sponsor-wide plan assets over time

All Wallner Holdings, Corp plans reported in each filing year

Latest sponsor-wide plan assets
$80M 64.91381768231074% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $48.8M $80.4M ▲ +64.9%
Year Plans Participants Total Assets
2022 1 139 $49M
2023 2 252 $113M
2024 1 144 $80M

Nearby ESOP Plans in California

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

Wallner Expac Employer Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Wallner Expac Employer Stock Ownership Plan, Total assets ($B): 0.080410833 · Participants: 144Wallner Expac Employer Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Wallner Expac Employer Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Wallner Expac Employer Stock Ownership Plan side-by-side with 3 peers →

Wallner Expac Employer Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Community Bancshares of Mississippi, Inc. Employee Stock Ownership Plan in MS ($81M); by covered participants it is Tech-Marine Business, Inc. Employee Stock Ownership Plan in DC (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Wallner Expac Employer Stock Ownership Plan assets move in 2024? ▼
Wallner Expac Employer Stock Ownership Plan grew sharply - up 26.0% during 2024, from $64M to $80M. Reported net income was $17M.
How have Wallner Holdings, Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wallner Holdings, Corp's sponsor-wide assets grew 64.9%, from $49M to $80M.
Where does Wallner Expac Employer Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Wallner Expac Employer Stock Ownership Plan ranks in the 89th 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 Wallner Expac Employer Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Community Bancshares of Mississippi, Inc. Employee Stock Ownership Plan in MS ($81M, 876 participants).
Which ESOP plans cover a similar participant headcount to Wallner Expac Employer Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Tech-Marine Business, Inc. Employee Stock Ownership Plan in DC (144 participants, $10M 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 852314995.

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.