ESOP · DOL Form 5500 · 2022
Appleton Marine, Inc. ESOP
Data updated 2026-08-11
- $18M
- Total assets
- 41
- Participants
- 76th
- Percentile by assets
- $446,102
- Avg per participant
Official DOL plan name: Appleton Marine, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Appleton Marine, Inc. · Wisconsin · Manufacturing
$18M in assets, 41 participants
Appleton Marine, Inc.'s Appleton Marine, Inc. Employee Stock Ownership Plan and Trust reported $18M in total assets and 41 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.
- 76th percentile by assets (of 139,126 plans)
- #13,676 in Manufacturing (20,602 peers)
Where Appleton Marine, Inc. Employee Stock Ownership Plan and Trust sits by assets
Appleton Marine, Inc. Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $18M for 41 participants (~$446,102/participant), up 12.7% in 2022.
- $18M
- total plan assets (2022 EOY)
- 41
- covered participants
- 76th
- percentile by assets (of 139,126 plans)
- $446,102
- avg assets per participant
Appleton Marine, Inc. Employee Stock Ownership Plan and Trust vs the 2022 asset distribution
By assets, Appleton Marine, Inc. Employee Stock Ownership Plan and Trust outranks 76% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $2M |
| Employer EIN | 391539140 |
| Plan Effective Date | 1999-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Appleton Marine, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 41 | $18M |
| 2023 | 1 | 37 | $20M |
| 2024 | 1 | 41 | $21M |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
Appleton Marine, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Wisconsin, assets vs. participants
- Schreiber Foods, Inc. Employee Stock Ownership Plan $2.7B · 5,656
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $640M · 2,608
- Ki Employee Stock Ownership Plan $295M · 1,649
- Wausau Supply Company Employee Stock Ownership Plan $293M · 747
- Trachte Building Systems Employee Stock Ownership Plan $258M · 210
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Appleton Marine, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.
Frequently Asked Questions
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Ways to act on Appleton Marine, Inc. Employee Stock Ownership Plan and Trust's numbers.
- By total assets, Appleton Marine, Inc. Employee Stock Ownership Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
- Appleton Marine, Inc.'s sponsor-wide assets have grown 12.5% since 2022 across 3 plan years on file. More Manufacturing plans