ESOP · DOL Form 5500 · 2024

The Will-Burt Company ESOP

Data updated 2026-08-25

$43M
Total assets Below avg plan size
247
Participants Below avg headcount
82nd
Percentile by assets National rank
$174,402
Avg per participant Above avg balance/head
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Official DOL plan name: The Will-Burt Company Employee Stock Ownership Trust and Plan · Sponsored by The Will-Burt Company · Ohio · Manufacturing

$43M in assets, 247 participants

The Will-Burt Company's The Will-Burt Company Employee Stock Ownership Trust and Plan reported $43M in total assets and 247 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #13,375 in Manufacturing (17,777 peers)

Coverage in Ohio

The Will-Burt Company Employee Stock Ownership Trust and Plan covers 247 participants in Ohio, about 32% of the average Ohio filer (state average ~765 per filing). Assets: $43M.

#13,375
in Manufacturing (17,777 peers)
+15.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Will-Burt Company Employee Stock Ownership Trust and Plan's outsized position by total assets

The Will-Burt Company Employee Stock Ownership Trust and Plan vs every filed plan by assets

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

$43,077,326 Top 18% higher than 82% 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

The Will-Burt Company Employee Stock Ownership Trust and 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 Will-Burt Company Employee Stock Ownership Trust and Plan sits mid-pack in the medium band (247 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Will-Burt Company Employee Stock Ownership Trust and Plan reported net income rose from $2M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • The Will-Burt Company Employee Stock Ownership Trust and Plan end-of-year assets rose from $37M in the plan year 2023 filing to $43M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 340620280 · The Will-Burt Company PY 2024 · ESOP

The Will-Burt Company Employee Stock Ownership Trust and Plan · $43M · 247 · 82nd

  • ASSETS $43M
  • ASSETS 247
  • ASSETS 82nd
  • ASSETS ESOP
  • ASSETS near Folience, Inc. Employee Stock Ownership Plan
  • ASSETS ind #13375

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 Ohio →

The Will-Burt Company Employee Stock Ownership Trust and Plan in the asset neighbourhood

Oftedal Construction, Inc. Employee Stock Ownership PlanOftedal Construction, Inc. E…$43MThe Will-Burt Company Employee Stock Ownership Trust and PlanThe Will-Burt Company Employ…$43MFolience, Inc. Employee Stock Ownership PlanFolience, Inc. Employee Stoc…$43MInside Edge Employee Stock Ownership PlanInside Edge Employee Stock O…$43MControl Associates, Inc. Employee Stock Ownership PlanControl Associates, Inc. Emp…$43M
End-of-year total assets ($M) among The Will-Burt Company Employee Stock Ownership Trust and Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$43M
Net Income$6M
Employer EIN340620280
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Will-Burt Company)

Sponsor-wide plan assets over time

All The Will-Burt Company plans reported in each filing year

Latest sponsor-wide plan assets
$62M 18.09658388930663% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $52.3M $61.7M ▲ +18.1%
Year Plans Participants Total Assets
2022 2 517 $52M
2023 2 529 $55M
2024 2 564 $62M

Nearby ESOP Plans in Ohio

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

The Will-Burt Company Employee Stock Ownership Trust and Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants The Will-Burt Company Employee Stock Ownership Trust and Plan, Total assets ($B): 0.043077326 · Participants: 247The Will-Burt Company Employee Stock Ownership Trust and PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Container Corporation Employee Stock Ownership Plan
The Will-Burt Company Employee Stock Ownership Trust and Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare The Will-Burt Company Employee Stock Ownership Trust and Plan side-by-side with 3 peers →

The Will-Burt Company Employee Stock Ownership Trust and Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Folience, Inc. Employee Stock Ownership Plan in IA ($43M); by covered participants it is Denbow Company ESOP in TX (247 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (247 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 The Will-Burt Company Employee Stock Ownership Trust and Plan assets move in 2024? ▼
The Will-Burt Company Employee Stock Ownership Trust and Plan grew sharply - up 15.1% during 2024, from $37M to $43M. Reported net income was $6M.
How have The Will-Burt Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Will-Burt Company's sponsor-wide assets grew 18.1%, from $52M to $62M.
Where does The Will-Burt Company Employee Stock Ownership Trust and Plan rank by assets among Form 5500 filers? ▼
The Will-Burt Company Employee Stock Ownership Trust and Plan ranks in the 82nd 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 The Will-Burt Company Employee Stock Ownership Trust and Plan? ▼
Among ESOP plans in other states, the closest by assets is Folience, Inc. Employee Stock Ownership Plan in IA ($43M, 447 participants).
Which ESOP plans cover a similar participant headcount to The Will-Burt Company Employee Stock Ownership Trust and Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Denbow Company ESOP in TX (247 participants, $106M 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 340620280.

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.