ESOP · DOL Form 5500 · 2022

E-Pak Machinery, Inc ESOP

Data updated 2026-08-25

$459K
Total assets Small plan by assets
51
Participants Small participant base
17th
Percentile by assets National rank
$9,005
Avg per participant Low balance/head
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Official DOL plan name: E-Pak Machinery, Inc. Employee Stock Ownership Plan · Sponsored by E-Pak Machinery, Inc · Michigan · Manufacturing

$459K in assets, 51 participants

E-Pak Machinery, Inc's E-Pak Machinery, Inc. Employee Stock Ownership Plan reported $459K in total assets and 51 participants in its 2022 DOL Form 5500 filing, ranking in the 17th 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.

  • #1,491 in Manufacturing (20,602 peers)

What the 2022 filing shows

E-Pak Machinery, Inc. Employee Stock Ownership Plan holds $459K for 51 participants - about $9,005 per participant, among the smaller plans by assets on file.

#1,491
in Manufacturing (20,602 peers)
-2.3%
assets change YoY

The plan reported a net loss of $11K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

E-Pak Machinery, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

E-Pak Machinery, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$459,252 17th percentile higher than 17% 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

E-Pak Machinery, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. E-Pak Machinery, Inc. Employee Stock Ownership Plan is a small filing (51 participants) on this national headcount ladder.

DOL schedule card

Filing strip 383604307 · E-Pak Machinery, Inc PY 2022 · ESOP

E-Pak Machinery, Inc. Employee Stock Ownership Plan · $459K · 51 · 17th

  • PHOTO $459K
  • IND 51
  • EOY 17th
  • 5500 ESOP
  • ASSETS near Hall Directory Employee Stock Ownership Plan
  • PCT ind #1491

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 Michigan →

E-Pak Machinery, Inc. Employee Stock Ownership Plan in the asset neighbourhood

E-Pak Machinery, Inc. Employee Stock Ownership PlanE-Pak Machinery, Inc. Employ…$459KHall Directory Employee Stock Ownership PlanHall Directory Employee Stoc…$460KOates Associates, Inc. Employee Stock Ownership PlanOates Associates, Inc. Emplo…$458KWoodmansee Insurance, Inc. Employee Stock Ownership PlanWoodmansee Insurance, Inc. E…$456KBass Cabinet Manufacturing, Inc. Employee Stock Ownership PlanBass Cabinet Manufacturing, …$456K
End-of-year total assets ($M) among E-Pak Machinery, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$470K
Net Assets (End of Year)$459K
Net Income-$11K
Employer EIN383604307
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (E-Pak Machinery, Inc)

Sponsor-wide plan assets over time

All E-Pak Machinery, Inc plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.46M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 51 $459K
2023 1 52 $448K
2024 1 49 N/A

Nearby ESOP Plans in Michigan

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

E-Pak Machinery, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -0.500.511.5 Total assets ($B) Participants E-Pak Machinery, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000459252 · Participants: 51E-Pak Machinery, Inc. Employee Stock Ownership PlanMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.052163391 · Participants: 1155Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.725583306 · Participants: 1817The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.394784403 · Participants: 977Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.191093331 · Participants: 209Motor City Electric Co. Employee Stock Ownership PlanBandit Holding Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.181896 · Participants: 591Bandit Holding Company, Inc. Employee Stock Ownership Plan
E-Pak Machinery, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants

E-Pak Machinery, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Michigan, the nearest ESOP by assets is Hall Directory Employee Stock Ownership Plan in KS ($460K); by covered participants it is Mineola Community Bank, S.S.B. Employee Stock Ownership Plan in TX (51 participants). Same-state nearby plans are listed separately above.

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 E-Pak Machinery, Inc. Employee Stock Ownership Plan assets move in 2022?
E-Pak Machinery, Inc. Employee Stock Ownership Plan edged down modestly - down 2.3% during 2022, from $470K to $459K. Reported net income was -$11K.
Where does E-Pak Machinery, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
E-Pak Machinery, Inc. Employee Stock Ownership Plan ranks in the 17th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to E-Pak Machinery, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Hall Directory Employee Stock Ownership Plan in KS ($460K, 11 participants).
Which ESOP plans cover a similar participant headcount to E-Pak Machinery, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Mineola Community Bank, S.S.B. Employee Stock Ownership Plan in TX (51 participants, $4M in assets).