ESOP · DOL Form 5500 · 2022

Engineering Industries, Inc. ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
75
Participants Small participant base
76th
Percentile by assets National rank
$240,858
Avg per participant Above avg balance/head
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Official DOL plan name: Engineering Industries, Inc. Employee Stock Ownership Plan · Sponsored by Engineering Industries, Inc. · Wisconsin · Manufacturing

$18M in assets, 75 participants

Engineering Industries, Inc.'s Engineering Industries, Inc. Employee Stock Ownership Plan reported $18M in total assets and 75 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.

  • #13,620 in Manufacturing (20,602 peers)

Where Engineering Industries, Inc. Employee Stock Ownership Plan sits by assets

Engineering Industries, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $18M for 75 participants (~$240,858/participant), up 6.6% in 2022.

#13,620
in Manufacturing (20,602 peers)
+6.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Engineering Industries, Inc. Employee Stock Ownership Plan's outsized position by total assets

Engineering Industries, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$18,064,385 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

Engineering Industries, 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. Engineering Industries, Inc. Employee Stock Ownership Plan is a small filing (75 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 391098063 · Engineering Industries, Inc. PY 2022 · ESOP

Engineering Industries, Inc. Employee Stock Ownership Plan · $18M · 75 · 76th

  • ASSETS $18M
  • ASSETS 75
  • ASSETS 76th
  • ASSETS ESOP
  • ASSETS near Lamp Rynearson ESOP
  • ASSETS ind #13620

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 →

Engineering Industries, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Top Notch Employee Stock Ownership PlanTop Notch Employee Stock Own…$18MLvc Employee Stock Ownership PlanLvc Employee Stock Ownership…$18MEngineering Industries, Inc. Employee Stock Ownership PlanEngineering Industries, Inc.…$18MLamp Rynearson ESOP$18MHyspeco, Inc. Employees Stock Ownership PlanHyspeco, Inc. Employees Stoc…$18M
End-of-year total assets ($M) among Engineering Industries, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$1M
Employer EIN391098063
Plan Effective Date1990-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Engineering Industries, Inc.)

Sponsor-wide plan assets over time

All Engineering Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 2.983860231056856% vs 2022
2024 filing year
$17.5M$18M$18.5M$19M 202220232024 $18.1M $18.6M ▲ +3.0%
Year Plans Participants Total Assets
2022 1 75 $18M
2023 1 103 $19M
2024 1 107 $19M

Nearby ESOP Plans in Wisconsin

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

Engineering Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -10123 Total assets ($B) Participants Engineering Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.018064385 · Participants: 75Engineering Industries, Inc. Employee Stock Ownership PlanSchreiber 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
Engineering Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Engineering Industries, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Lamp Rynearson ESOP in NE ($18M); by covered participants it is D. C. Elevator, Inc. Employee Stock Ownership Plan in KY (75 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Engineering Industries, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Engineering Industries, Inc. Employee Stock Ownership Plan grew at a solid clip - up 6.6% during 2022, from $17M to $18M. Reported net income was $1M.
How have Engineering Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Engineering Industries, Inc.'s sponsor-wide assets grew 3.0%, from $18M to $19M.
Where does Engineering Industries, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Engineering Industries, Inc. Employee Stock Ownership Plan 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 Engineering Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lamp Rynearson ESOP in NE ($18M, 129 participants).
Which ESOP plans cover a similar participant headcount to Engineering Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is D. C. Elevator, Inc. Employee Stock Ownership Plan in KY (75 participants, $5M 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 391098063.

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.