ESOP · DOL Form 5500 · 2024

Worzalla, Inc. ESOP

Data updated 2026-08-11

$46M
Total assets
194
Participants
83rd
Percentile by assets
$236,637
Avg per participant
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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.

  • 83rd percentile by assets (of 123,622 plans)
  • #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.

$46M
total plan assets (2024 EOY)
194
covered participants
83rd
percentile by assets (of 123,622 plans)
$236,637
avg assets per participant

Where Worzalla, Inc. Employee Stock Ownership Plan sits 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 $2,010,000,000 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

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 →

State
Wisconsin
Industry
Manufacturing

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Worzalla, Inc. Employee Stock Ownership Plan reports 194 participants - about 34% of that state average ($46M EOY assets).

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.)

$40M$50M$60M$70M$80M$90M 202220232024 $77.6M $45.9M ▼ -40.8%
Total plan assets by year, all Worzalla, Inc. plans on file
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 ($B) Participants Worzalla, Inc. Emplo…, Total assets ($B): 0.045907502 · Participants: 194Worzalla, Inc. Emplo…Schreiber Foods, Inc…, Total assets ($B): 3.761100176 · Participants: 6519Schreiber Foods, Inc…Woodman's Employees'…, Total assets ($B): 0.795573537 · Participants: 2967Woodman's Employees'…Ki Employee Stock Ow…, Total assets ($B): 0.604138718 · Participants: 1689Ki Employee Stock Ow…Wausau Supply Compan…, Total assets ($B): 0.332844757 · Participants: 834Wausau Supply Compan…Trachte Building Sys…, Total assets ($B): 0.31505419 · Participants: 266Trachte Building Sys…
Worzalla, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Worzalla, Inc. Employee Stock Ownership … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Worzalla, Inc. Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Worzalla, Inc. Employee Stock Ownership …

Filing takeaways

Ways to act on Worzalla, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Worzalla, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
  • Worzalla, Inc.'s sponsor-wide assets have declined 40.8% since 2022 across 3 plan years on file. More Manufacturing plans

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.