ESOP · DOL Form 5500 · 2022

Charleston/Orwig, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
32
Participants Small participant base
52nd
Percentile by assets National rank
$170,313
Avg per participant Above avg balance/head
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Official DOL plan name: Charleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership Plan · Sponsored by Charleston/Orwig, Inc. · Wisconsin · Professional & Technical Services

$5M in assets, 32 participants

Charleston/Orwig, Inc.'s Charleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership Plan reported $5M in total assets and 32 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,829 in Professional & Technical Services (21,562 peers)

Charleston/Orwig, Inc. multi-year trail

Charleston/Orwig, Inc.'s plans moved +19.3% in assets from 2022 to 2024; this filing shows Charleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership Plan at $5M / 32 participants.

#10,829
in Professional & Technical Services (21,562 peers)
+33.3%
assets growth YoY

Charleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Charleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership Plan vs every filed plan by assets

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

$5,450,000 Top 48% higher than 52% 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

Charleston/Orwig, Inc. (Dba C.O.Nxt) 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. Charleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership Plan is a small filing (32 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 391733783 · Charleston/Orwig, Inc. PY 2022 · ESOP

Charleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership Plan · $5M · 32 · 52nd

  • 5500 $5M
  • ASSETS 32
  • PCT 52nd
  • EIN ESOP
  • RANK near Dufrene Machinery, Inc. Employee Stock Ownership Plan
  • PHOTO ind #10829

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 →

Charleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership Plan in the asset neighbourhood

Barton Associates, Inc. Employee Stock Ownership PlanBarton Associates, Inc. Empl…$5MVirginia Integrated Communication, Inc. Employee Stock Ownership PlanVirginia Integrated Communic…$5MCharleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership PlanCharleston/Orwig, Inc. (Dba …$5MDufrene Machinery, Inc. Employee Stock Ownership PlanDufrene Machinery, Inc. Empl…$5MRichwood Meat Company, Inc. Employee Stock Ownership PlanRichwood Meat Company, Inc. …$5M
End-of-year total assets ($M) among Charleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Charleston/Orwig, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Charleston/Orwig, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 19.26605504587156% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.45M $6.5M ▲ +19.3%
Year Plans Participants Total Assets
2022 1 32 $5M
2023 1 32 $6M
2024 1 35 $7M

Charleston/Orwig, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN391733783
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Charleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -10123 Total assets ($B) Participants Charleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership Plan, Total assets ($B): 0.00545 · Participants: 32Charleston/Orwig, Inc. (Dba C.O.Nxt) 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
Charleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Charleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership Plan side-by-side with 3 peers →

Charleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Dufrene Machinery, Inc. Employee Stock Ownership Plan in MI ($5M); by covered participants it is Ses Environmental Employee Stock Ownership Plan and Trust in IN (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 Charleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership Plan assets move in 2022? ▼
Charleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership Plan surged - up 33.3% during 2022, from $4M to $5M. Reported net income was $1M.
How have Charleston/Orwig, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charleston/Orwig, Inc.'s sponsor-wide assets grew 19.3%, from $5M to $7M.
Which ESOP plans are similar in size to Charleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dufrene Machinery, Inc. Employee Stock Ownership Plan in MI ($5M, 19 participants).
Which ESOP plans cover a similar participant headcount to Charleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ses Environmental Employee Stock Ownership Plan and Trust in IN (32 participants, $3M 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 391733783.

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.