ESOP · DOL Form 5500 · 2024

Worzalla, Inc. ESOP

Data updated 2026-08-25

$46M
Total assets Below avg plan size
194
Participants Below avg headcount
83rd
Percentile by assets National rank
$236,637
Avg per participant Above avg balance/head
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Official DOL plan name: Worzalla, Inc. Employee Stock Ownership Plan · Sponsored by Worzalla, Inc. · Wisconsin · Manufacturing

$46M in assets, 194 participants

Worzalla, Inc.'s Worzalla, Inc. Employee Stock Ownership Plan reported $46M in total assets and 194 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #13,536 in Manufacturing (17,777 peers)

Coverage in Wisconsin

Worzalla, Inc. Employee Stock Ownership Plan covers 194 participants in Wisconsin, about 34% of the average Wisconsin filer (state average ~563 per filing). Assets: $46M.

#13,536
in Manufacturing (17,777 peers)
+12.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

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

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

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

$45,907,502 Top 17% higher than 83% 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

Worzalla, Inc. Employee 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. Worzalla, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (194 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Worzalla, Inc. Employee Stock Ownership Plan reported net income rose from -$3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Worzalla, Inc. Employee Stock Ownership Plan reported participants fell from 307 in the plan year 2023 filing to 194 in the plan year 2024 filing.
  • Worzalla, Inc. Employee Stock Ownership Plan end-of-year assets rose from $41M in the plan year 2023 filing to $46M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 390722190 · Worzalla, Inc. PY 2024 · ESOP

Worzalla, Inc. Employee Stock Ownership Plan · $46M · 194 · 83rd

  • EIN $46M
  • EIN 194
  • EIN 83rd
  • EIN ESOP
  • EIN near Miedema Produce, Inc. Employee Stock Ownership Plan
  • EIN ind #13536

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 Wisconsin →

Worzalla, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Gmb Architecture + Engineering Employee Stock Ownership PlanGmb Architecture + Engineeri…$46MBierschbach Equipment & Supply Co., Inc. Employee Stock Ownership PlanBierschbach Equipment & Supp…$46MAxia Consulting Employee Stock Ownership PlanAxia Consulting Employee Sto…$46MWorzalla, Inc. Employee Stock Ownership PlanWorzalla, Inc. Employee Stoc…$46MMiedema Produce, Inc. Employee Stock Ownership PlanMiedema Produce, Inc. Employ…$46M
End-of-year total assets ($M) among Worzalla, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$46M
Net Income$5M
Employer EIN390722190
Plan Effective Date1985-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Worzalla, Inc.)

Sponsor-wide plan assets over time

All Worzalla, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$46M 40.80214276182096% vs 2022
2024 filing year
$40M$50M$60M$70M$80M$90M 202220232024 $77.6M $45.9M ▼ -40.8%
Year Plans Participants Total Assets
2022 2 588 $78M
2023 2 604 $78M
2024 2 438 $46M

Nearby ESOP Plans in Wisconsin

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

Worzalla, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Worzalla, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.045907502 · Participants: 194Worzalla, Inc. Employee Stock Ownership PlanSchreiber Foods, Inc Employee Stock Ownership Plan, Total assets ($B): 3.761100176 · Participants: 6519Schreiber Foods, Inc Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.795573537 · Participants: 2967Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.604138718 · Participants: 1689Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.332844757 · Participants: 834Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.31505419 · Participants: 266Trachte Building Systems Employee Stock Ownership Plan
Worzalla, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Worzalla, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Miedema Produce, Inc. Employee Stock Ownership Plan in MI ($46M); by covered participants it is C.W. Suter & Son, Inc. Employee Stock Ownership Plan in IA (194 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (194 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 Worzalla, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Worzalla, Inc. Employee Stock Ownership Plan grew at a solid clip - up 12.2% during 2024, from $41M to $46M. Reported net income was $5M.
How have Worzalla, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Worzalla, Inc.'s sponsor-wide assets declined 40.8%, from $78M to $46M.
Where does Worzalla, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Worzalla, Inc. Employee Stock Ownership Plan ranks in the 83rd 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 Worzalla, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Miedema Produce, Inc. Employee Stock Ownership Plan in MI ($46M, 164 participants).
Which ESOP plans cover a similar participant headcount to Worzalla, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is C.W. Suter & Son, Inc. Employee Stock Ownership Plan in IA (194 participants, $11M 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 390722190.

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.