ESOP · DOL Form 5500 · 2024

Milton J. Womack, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
60
Participants Small participant base
29th
Percentile by assets National rank
$30,652
Avg per participant Low balance/head
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Official DOL plan name: Milton J. Womack, Inc. Employee Stock Ownership Plan · Sponsored by Milton J. Womack, Inc. · Louisiana · Construction

$2M in assets, 60 participants

Milton J. Womack, Inc.'s Milton J. Womack, Inc. Employee Stock Ownership Plan reported $2M in total assets and 60 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,435 in Construction (9,039 peers)

What the 2024 filing shows

Milton J. Womack, Inc. Employee Stock Ownership Plan holds $2M for 60 participants - about $30,652 per participant, in the lower half of filed plans by assets.

#2,435
in Construction (9,039 peers)
-0.6%
assets change YoY

The plan reported a net loss of $11K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Milton J. Womack, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Milton J. Womack, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,839,140 29th percentile higher than 29% 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

Milton J. Womack, 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. Milton J. Womack, Inc. Employee Stock Ownership Plan is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Milton J. Womack, Inc. Employee Stock Ownership Plan reported net income fell from $164K in the plan year 2023 filing to -$11K in the plan year 2024 filing.
  • Milton J. Womack, Inc. Employee Stock Ownership Plan reported participants rose from 56 in the plan year 2023 filing to 60 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 720593207 · Milton J. Womack, Inc. PY 2024 · ESOP

Milton J. Womack, Inc. Employee Stock Ownership Plan · $2M · 60 · 29th

  • BOY $2M
  • SCH 60
  • EBSA 29th
  • PART ESOP
  • TYPE near Hatching Results, Inc. Employee Stock Ownership Plan
  • NET ind #2435

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 Louisiana →

Milton J. Womack, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Milton J. Womack, Inc. Employee Stock Ownership PlanMilton J. Womack, Inc. Emplo…$2MHatching Results, Inc. Employee Stock Ownership PlanHatching Results, Inc. Emplo…$2MShoemaker & Haaland Employees' Stock Ownership PlanShoemaker & Haaland Employee…$2MNextday Delivery Service, Inc. Employee Stock Ownership PlanNextday Delivery Service, In…$2MEntrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and TrustEntrepreneurs Financial Serv…$2M
End-of-year total assets ($M) among Milton J. Womack, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$11K
Employer EIN720593207
Plan Effective Date1976-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Milton J. Womack, Inc.)

Sponsor-wide plan assets over time

All Milton J. Womack, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 9.06822264354367% vs 2022
2024 filing year
$1.65M$1.7M$1.75M$1.8M$1.85M$1.9M 202220232024 $1.69M $1.84M ▲ +8.9%
Year Plans Participants Total Assets
2022 1 59 $2M
2023 1 56 $2M
2024 1 60 $2M

Nearby ESOP Plans in Louisiana

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

Milton J. Womack, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -2000200400600800 Total assets ($M) Participants Milton J. Womack, Inc. Employee Stock Ownership Plan, Total assets ($M): 1.83914 · Participants: 60Milton J. Womack, Inc. Employee Stock Ownership PlanMagnolia Employee Stock Ownership Plan, Total assets ($M): 731.482952 · Participants: 745Magnolia Employee Stock Ownership PlanAcadian Ambulance Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 528.169396 · Participants: 3705Acadian Ambulance Service, Inc. Employee Stock Ownership PlanRogers Manufacturing Corporation Employee Stock Ownership Plan, Total assets ($M): 160.596658 · Participants: 142Rogers Manufacturing Corporation Employee Stock Ownership PlanMcelroy Metal Mill, Inc. Employee Stock Ownership Plan, Total assets ($M): 142.07737 · Participants: 573Mcelroy Metal Mill, Inc. Employee Stock Ownership PlanGulf Coast Bank & Trust Company Employee Stock Ownership Plan, Total assets ($M): 139.403332 · Participants: 867Gulf Coast Bank & Trust Company Employee Stock Ownership Plan
Milton J. Womack, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants
Compare Milton J. Womack, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Louisiana, the nearest ESOP by assets is Hatching Results, Inc. Employee Stock Ownership Plan in CA ($2M); by covered participants it is Quality Machining, Inc. Employee Stock Ownership Plan in WI (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 Milton J. Womack, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Milton J. Womack, Inc. Employee Stock Ownership Plan held essentially flat - down 0.6% during 2024, from $2M to $2M. Reported net income was -$11K.
How have Milton J. Womack, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milton J. Womack, Inc.'s sponsor-wide assets grew 9.1%, from $2M to $2M.
Which ESOP plans are similar in size to Milton J. Womack, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hatching Results, Inc. Employee Stock Ownership Plan in CA ($2M, 38 participants).
Which ESOP plans cover a similar participant headcount to Milton J. Womack, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Quality Machining, Inc. Employee Stock Ownership Plan in WI (60 participants, $7M 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 720593207.

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.