ESOP · DOL Form 5500 · 2024

Wine World Companies, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
119
Participants Small participant base
43rd
Percentile by assets National rank
$44,897
Avg per participant Low balance/head
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Official DOL plan name: Wine World Companies, Inc. Employee Stock Ownership Plan · Sponsored by Wine World Companies, Inc. · Florida · Retail Trade

$5M in assets, 119 participants

Wine World Companies, Inc.'s Wine World Companies, Inc. Employee Stock Ownership Plan reported $5M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #4,325 in Retail Trade (8,048 peers)

Coverage in Florida

Wine World Companies, Inc. Employee Stock Ownership Plan covers 119 participants in Florida, about 19% of the average Florida filer (state average ~628 per filing). Assets: $5M.

#4,325
in Retail Trade (8,048 peers)
-33.9%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wine World Companies, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Wine World Companies, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,342,713 43rd percentile higher than 43% 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

Wine World Companies, 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. Wine World Companies, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wine World Companies, Inc. Employee Stock Ownership Plan reported net income fell from -$760K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Wine World Companies, Inc. Employee Stock Ownership Plan end-of-year assets fell from $8M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 833273377 · Wine World Companies, Inc. PY 2024 · ESOP

Wine World Companies, Inc. Employee Stock Ownership Plan · $5M · 119 · 43rd

  • EIN $5M
  • EIN 119
  • EIN 43rd
  • EIN ESOP
  • EIN near Energy Control, Inc. Employee Stock Ownership Plan
  • EIN ind #4325

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 Florida →

Wine World Companies, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Energy Control, Inc. Employee Stock Ownership PlanEnergy Control, Inc. Employe…$5MWine World Companies, Inc. Employee Stock Ownership PlanWine World Companies, Inc. E…$5MStudio Moulding, Inc. Employee Stock Ownership PlanStudio Moulding, Inc. Employ…$5MSymbria Inc. Employee Stock Ownership PlanSymbria Inc. Employee Stock …$5MGeotex Construction Services, Inc. Employee Stock Ownership PlanGeotex Construction Services…$5M
End-of-year total assets ($M) among Wine World Companies, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)-$7M
Net Income-$2M
Employer EIN833273377
Plan Effective Date2018-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wine World Companies, Inc.)

Sponsor-wide plan assets over time

All Wine World Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 45.61758302517859% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $9.82M $5.34M ▼ -45.6%
Year Plans Participants Total Assets
2022 2 242 $10M
2023 1 120 $8M
2024 1 119 $5M

Nearby ESOP Plans in Florida

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

Wine World Companies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Wine World Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.005342713 · Participants: 119Wine World Companies, Inc. Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 14.286420169 · Participants: 149213Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 1.130328955 · Participants: 16036Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.75388536 · Participants: 354Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.724566492 · Participants: 4730Thirty Fifteen Employee Stock Ownership PlanWestern Global Airlines, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.441212218 · Participants: 353Western Global Airlines, Inc. Employee Stock Ownership Plan
Wine World Companies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Wine World Companies, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Florida, the nearest ESOP by assets is Energy Control, Inc. Employee Stock Ownership Plan in OH ($5M); by covered participants it is Jones-Hamilton Co. Employee Stock Ownership Plan in OH (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Wine World Companies, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Wine World Companies, Inc. Employee Stock Ownership Plan contracted severely - down 33.9% during 2024, from $8M to $5M. Reported net income was -$2M.
How have Wine World Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wine World Companies, Inc.'s sponsor-wide assets declined 45.6%, from $10M to $5M.
Which ESOP plans are similar in size to Wine World Companies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Energy Control, Inc. Employee Stock Ownership Plan in OH ($5M, 36 participants).
Which ESOP plans cover a similar participant headcount to Wine World Companies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Jones-Hamilton Co. Employee Stock Ownership Plan in OH (119 participants, $149M 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 833273377.

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.