ESOP · DOL Form 5500 · 2024
The Goodheart-Willcox Company, Inc. ESOP
Data updated 2026-08-25
- $117M
- Total assets Near avg plan size
- 163
- Participants Small participant base
- 91st
- Percentile by assets National rank
- $715,054
- Avg per participant High balance/head
Official DOL plan name: The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership Plan · Sponsored by The Goodheart-Willcox Company, Inc. · Illinois · Information & Media
$117M in assets, 163 participants
The Goodheart-Willcox Company, Inc.'s The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership Plan reported $117M in total assets and 163 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #2,477 in Information & Media (2,822 peers)
Coverage in Illinois
The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership Plan covers 163 participants in Illinois, about 21% of the average Illinois filer (state average ~779 per filing). Assets: $117M.
- #2,477
- in Information & Media (2,822 peers)
- +18.6%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership Plan's outsized position by total assets
The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$116,553,801 Top 9% higher than 91% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and 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. The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership Plan sits mid-pack in the medium band (163 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership Plan end-of-year assets rose from $98M in the plan year 2023 filing to $117M in the plan year 2024 filing.
- The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership Plan reported participants rose from 153 in the plan year 2023 filing to 163 in the plan year 2024 filing.
- The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership Plan reported net income fell from $20M in the plan year 2023 filing to $19M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 362135994 · The Goodheart-Willcox Company, Inc. PY 2024 · ESOP
The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership Plan · $117M · 163 · 91st
- EIN $117M
- EIN 163
- EIN 91st
- EIN ESOP
- EIN near Abt Associates Inc. Employees Stock Ownership Plan
- EIN ind #2477
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 Illinois →
The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $98M |
|---|---|
| Net Assets (End of Year) | $108M |
| Net Income | $19M |
| Employer EIN | 362135994 |
| Plan Effective Date | 1964-08-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Goodheart-Willcox Company, Inc.)
Sponsor-wide plan assets over time
All The Goodheart-Willcox Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $129M 50.098779785296934% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 303 | $86M |
| 2023 | 2 | 324 | $107M |
| 2024 | 2 | 346 | $129M |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Amsted Industries Incorporated Employees' Stock Ownership Plan $3.7B · 4,909
- Kehe Distributors, Inc. Employee Stock Ownership Plan $2.2B · 4,815
- Scot Forge Company Employee Stock Ownership Plan $1.4B · 491
- Bdo USA Employee Stock Ownership Plan $1.1B · 9,258
- Shorr Paper Products, Inc. Employee Stock Ownership Plan $430M · 543
The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is Abt Associates Inc. Employees Stock Ownership Plan in MA ($117M); by covered participants it is Martin/Brattrud, Inc. Employee Stock Ownership Plan in CA (163 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($117M here).
- Abt Associates Inc. Employees Stock Ownership Plan (MA) $117M · 1,191
- Sierra Pacific Engineering & Products Employee Stock Ownership Plan (CA) $117M · 94
- United Electric Supply Company Employee Stock Ownership Plan (DE) $116M · 328
- Smith Seckman Reid, Inc. Employee Stock Ownership Plan (TN) $116M · 507
Similar participant headcount
Nearest other-state filings by covered participants (163 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.