ESOP · DOL Form 5500 · 2022

Appleton Marine, Inc. ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
41
Participants Small participant base
76th
Percentile by assets National rank
$446,102
Avg per participant High balance/head
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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.

  • #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.

#13,676
in Manufacturing (20,602 peers)
+12.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Appleton Marine, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Appleton Marine, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$18,290,190 Top 24% higher than 76% of 139,123 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 2022

Appleton Marine, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Appleton Marine, Inc. Employee Stock Ownership Plan and Trust is a small filing (41 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 391539140 · Appleton Marine, Inc. PY 2022 · ESOP

Appleton Marine, Inc. Employee Stock Ownership Plan and Trust · $18M · 41 · 76th

  • TYPE $18M
  • TYPE 41
  • TYPE 76th
  • TYPE ESOP
  • TYPE near Mn Builders Employee Stock Ownership Plan
  • TYPE ind #13676

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 Wisconsin →

Appleton Marine, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Appleton Marine, Inc. Employee Stock Ownership Plan and TrustAppleton Marine, Inc. Employ…$18MMn Builders Employee Stock Ownership PlanMn Builders Employee Stock O…$18MPta Corporation Employee Stock Ownership PlanPta Corporation Employee Sto…$18MCentrol, Inc. Restated Employee Stock Ownership Plan & TrustCentrol, Inc. Restated Emplo…$18MAgricultural Services, Inc. Employee Stock Ownership PlanAgricultural Services, Inc. …$18M
End-of-year total assets ($M) among Appleton Marine, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN391539140
Plan Effective Date1999-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Appleton Marine, Inc.)

Sponsor-wide plan assets over time

All Appleton Marine, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 12.476568040025828% vs 2022
2024 filing year
$18M$19M$20M$21M 202220232024 $18.3M $20.6M ▲ +12.5%
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 Scatter plot of 6 data points. -20000200040006000 -10123 Total assets ($B) Participants Appleton Marine, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.01829019 · Participants: 41Appleton Marine, Inc. Employee Stock Ownership Plan and TrustSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.652316726 · Participants: 5656Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.640316132 · Participants: 2608Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.29452491 · Participants: 1649Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.292527762 · Participants: 747Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.25846345 · Participants: 210Trachte Building Systems Employee Stock Ownership Plan
Appleton Marine, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Appleton Marine, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Appleton Marine, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Mn Builders Employee Stock Ownership Plan in ($18M); by covered participants it is Muska Electric Co. Employee Stock Ownership Plan in MN (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Appleton Marine, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Appleton Marine, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 12.7% during 2022, from $16M to $18M. Reported net income was $2M.
How have Appleton Marine, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Appleton Marine, Inc.'s sponsor-wide assets grew 12.5%, from $18M to $21M.
Where does Appleton Marine, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Appleton Marine, Inc. Employee Stock Ownership Plan and Trust ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Appleton Marine, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Mn Builders Employee Stock Ownership Plan in ($18M, 89 participants).
Which ESOP plans cover a similar participant headcount to Appleton Marine, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Muska Electric Co. Employee Stock Ownership Plan in MN (41 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391539140.

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.