Plan Ledger DOL Form 5500 · updated monthly

Wo Partners Holdings, Inc.ESOP

WO PARTNERS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN · WEST PALM BEACH, FL · plan year 2024

Plan assets · 2024
$10.8M

Wo Partners Holdings, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $10,750,000 across 5,741 participant accounts. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other administrative & support services employers. By assets it is the 1,707th-largest of 3,644 plans among Florida employers on file, and the 966th of 2,534 in administrative & support services. active participation has shrunk from 3,258 to 2,698 since 2022.

Plan summary
Net assets, end of year$10,750,000
Participants with balances5,741
Active participants2,698
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$1,872
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.8M · 5,741 accts
2023$-30.1M · 4,939 accts · $3.5M emplr
2022$-31.1M · 4,718 accts · $3.5M emplr
Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
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Source: U.S. Department of Labor, Form 5500 series, EIN 843756933 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.