ESOP · DOL Form 5500 · 2024

Woodmansee Insurance Inc ESOP

Data updated 2026-08-25

$645K
Total assets Small plan by assets
11
Participants Small participant base
20th
Percentile by assets National rank
$58,619
Avg per participant Low balance/head
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Official DOL plan name: Woodmansee Insurance, Inc. Employee Stock Ownership Plan · Sponsored by Woodmansee Insurance Inc · Rhode Island · Finance & Insurance

$645K in assets, 11 participants

Woodmansee Insurance Inc's Woodmansee Insurance, Inc. Employee Stock Ownership Plan reported $645K in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #920 in Finance & Insurance (8,549 peers)

Woodmansee Insurance Inc multi-year trail

Woodmansee Insurance Inc's plans moved +41.4% in assets from 2022 to 2024; this filing shows Woodmansee Insurance, Inc. Employee Stock Ownership Plan at $645K / 11 participants.

#920
in Finance & Insurance (8,549 peers)
+20.5%
assets growth YoY

Woodmansee Insurance, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Woodmansee Insurance, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$644,806 20th percentile higher than 20% 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

Woodmansee Insurance, 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. Woodmansee Insurance, Inc. Employee Stock Ownership Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Woodmansee Insurance, Inc. Employee Stock Ownership Plan reported net income rose from $79K in the plan year 2023 filing to $110K in the plan year 2024 filing.
  • Woodmansee Insurance, Inc. Employee Stock Ownership Plan end-of-year assets rose from $535K in the plan year 2023 filing to $645K in the plan year 2024 filing.
  • Woodmansee Insurance, Inc. Employee Stock Ownership Plan reported participants fell from 12 in the plan year 2023 filing to 11 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 050316252 · Woodmansee Insurance Inc PY 2024 · ESOP

Woodmansee Insurance, Inc. Employee Stock Ownership Plan · $645K · 11 · 20th

  • RANK $645K
  • RANK 11
  • RANK 20th
  • RANK ESOP
  • RANK near Next Stage Employee Stock Ownership Plan
  • RANK ind #920

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 Rhode Island →

Woodmansee Insurance, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Next Stage Employee Stock Ownership PlanNext Stage Employee Stock Ow…$647KFirstar Fiber, Inc. Employee Stock Ownership PlanFirstar Fiber, Inc. Employee…$649KWoodmansee Insurance, Inc. Employee Stock Ownership PlanWoodmansee Insurance, Inc. E…$645KCottage Hill Nursery, Inc Employee Stock Ownership PlanCottage Hill Nursery, Inc Em…$641KCard Access, Inc. Employee Stock Ownership PlanCard Access, Inc. Employee S…$640K
End-of-year total assets ($M) among Woodmansee Insurance, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Woodmansee Insurance Inc multi-year asset trail

Sponsor-wide plan assets over time

All Woodmansee Insurance Inc plans reported in each filing year

Latest sponsor-wide plan assets
$645K 41.360804310938256% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M 202220232024 $0.46M $0.64M ▲ +39.1%
Year Plans Participants Total Assets
2022 1 13 $456K
2023 1 12 $535K
2024 1 11 $645K

Woodmansee Insurance Inc filing trail (2024)

Total Assets (Beginning of Year)$535K
Net Assets (End of Year)$645K
Net Income$110K
Employer EIN050316252
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Rhode Island

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

Woodmansee Insurance, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Woodmansee Insurance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000644806 · Participants: 11Woodmansee Insurance, Inc. Employee Stock Ownership PlanThe Bank of America Transferred Savings Account Plan, Total assets ($B): 1.120678048 · Participants: 4298The Bank of America Transferred Savings Account PlanNewport Harbor Corporation Employee Stock Ownership Plan, Total assets ($B): 0.071215587 · Participants: 1124Newport Harbor Corporation Employee Stock Ownership PlanThielsch Engineering Employee Stock Ownership Plan, Total assets ($B): 0.068017958 · Participants: 470Thielsch Engineering Employee Stock Ownership PlanCentury Drywall, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.065892408 · Participants: 44Century Drywall, Inc. Employee Stock Ownership PlanBeta Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.030087119 · Participants: 173Beta Group, Inc. Employee Stock Ownership Plan
Woodmansee Insurance, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Rhode Island, assets vs. participants
Compare Woodmansee Insurance, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Rhode Island, the nearest ESOP by assets is Next Stage Employee Stock Ownership Plan in CA ($647K); by covered participants it is Adelante Consulting, Inc. Employee Stock Ownership Plan in NM (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Woodmansee Insurance, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Woodmansee Insurance, Inc. Employee Stock Ownership Plan grew sharply - up 20.5% during 2024, from $535K to $645K. Reported net income was $110K.
How have Woodmansee Insurance Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Woodmansee Insurance Inc's sponsor-wide assets grew 41.4%, from $456K to $645K.
Where does Woodmansee Insurance, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Woodmansee Insurance, Inc. Employee Stock Ownership Plan ranks in the 20th 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 Woodmansee Insurance, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Next Stage Employee Stock Ownership Plan in CA ($647K, 22 participants).
Which ESOP plans cover a similar participant headcount to Woodmansee Insurance, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Adelante Consulting, Inc. Employee Stock Ownership Plan in NM (11 participants, $1M 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 050316252.

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.