ESOP · DOL Form 5500 · 2024

Norwood Liquors, Inc. ESOP

Data updated 2026-08-25

$566K
Total assets Small plan by assets
13
Participants Small participant base
19th
Percentile by assets National rank
$43,538
Avg per participant Low balance/head
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Official DOL plan name: Norwood Liquors, Inc. Employee Stock Ownership Plan · Sponsored by Norwood Liquors, Inc. · New York · Retail Trade

$566K in assets, 13 participants

Norwood Liquors, Inc.'s Norwood Liquors, Inc. Employee Stock Ownership Plan reported $566K in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,384 in Retail Trade (8,048 peers)

Norwood Liquors, Inc. multi-year trail

Norwood Liquors, Inc.'s plans moved -46.5% in assets from 2022 to 2024; this filing shows Norwood Liquors, Inc. Employee Stock Ownership Plan at $566K / 13 participants.

#2,384
in Retail Trade (8,048 peers)
-28.1%
assets change YoY

Norwood Liquors, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Norwood Liquors, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$566,000 19th percentile higher than 19% 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

Norwood Liquors, 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. Norwood Liquors, Inc. Employee Stock Ownership Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Norwood Liquors, Inc. Employee Stock Ownership Plan reported net income rose from -$30K in the plan year 2023 filing to $23K in the plan year 2024 filing.
  • Norwood Liquors, Inc. Employee Stock Ownership Plan end-of-year assets fell from $787K in the plan year 2023 filing to $566K in the plan year 2024 filing.
  • Norwood Liquors, Inc. Employee Stock Ownership Plan reported participants fell from 16 in the plan year 2023 filing to 13 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 113157066 · Norwood Liquors, Inc. PY 2024 · ESOP

Norwood Liquors, Inc. Employee Stock Ownership Plan · $566K · 13 · 19th

  • 5500 $566K
  • 5500 13
  • 5500 19th
  • 5500 ESOP
  • 5500 near Select Education Group Employee Stock Ownership Plan
  • 5500 ind #2384

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 New York →

Norwood Liquors, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Norwood Liquors, Inc. Employee Stock Ownership PlanNorwood Liquors, Inc. Employ…$566KD&o Engineering Co., Inc. Employee Stock Ownership PlanD&o Engineering Co., Inc. Em…$569KHotspring Nd Employee Stock Ownership PlanHotspring Nd Employee Stock …$570KSelect Education Group Employee Stock Ownership PlanSelect Education Group Emplo…$564KKramer Mechanical Employee Stock Ownership PlanKramer Mechanical Employee S…$561K
End-of-year total assets ($M) among Norwood Liquors, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Norwood Liquors, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Norwood Liquors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$566K 46.45222327341533% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $1.06M $0.57M ▼ -46.2%
Year Plans Participants Total Assets
2022 1 15 $1M
2023 1 16 $787K
2024 1 13 $566K

Norwood Liquors, Inc. filing trail (2024)

Total Assets (Beginning of Year)$787K
Net Assets (End of Year)-$3M
Net Income$23K
Employer EIN113157066
Plan Effective Date2019-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

Norwood Liquors, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Norwood Liquors, Inc. Employee Stock Ownership Plan, Total assets ($M): 0.566 · Participants: 13Norwood Liquors, Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 896.840227 · Participants: 3483Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 450.776522 · Participants: 3042North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 306.094988 · Participants: 3209Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 254.362741 · Participants: 1716Greenman-Pedersen, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 234.345888 · Participants: 518Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
Norwood Liquors, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Norwood Liquors, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Norwood Liquors, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Select Education Group Employee Stock Ownership Plan in CA ($564K); by covered participants it is Ncp Capco Development Co. Employee Stock Ownership Plan in AL (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Norwood Liquors, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Norwood Liquors, Inc. Employee Stock Ownership Plan declined sharply - down 28.1% during 2024, from $787K to $566K. Reported net income was $23K.
How have Norwood Liquors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Norwood Liquors, Inc.'s sponsor-wide assets declined 46.5%, from $1M to $566K.
Where does Norwood Liquors, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Norwood Liquors, Inc. Employee Stock Ownership Plan ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Norwood Liquors, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Select Education Group Employee Stock Ownership Plan in CA ($564K, 168 participants).
Which ESOP plans cover a similar participant headcount to Norwood Liquors, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ncp Capco Development Co. Employee Stock Ownership Plan in AL (13 participants, N/A 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 113157066.

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.