ESOP · DOL Form 5500 · 2022
ESOP Partners, Inc. ESOP
Data updated 2026-08-25
- $241K
- Total assets Small plan by assets
- 26
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $9,253
- Avg per participant Low balance/head
Official DOL plan name: ESOP Partners Employee Stock Ownership Plan · Sponsored by ESOP Partners, Inc. · Wisconsin · Professional & Technical Services
$241K in assets, 26 participants
ESOP Partners, Inc.'s ESOP Partners Employee Stock Ownership Plan reported $241K in total assets and 26 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.
- #2,098 in Professional & Technical Services (21,562 peers)
ESOP Partners, Inc. multi-year trail
ESOP Partners, Inc.'s plans moved +188.8% in assets from 2022 to 2024; this filing shows ESOP Partners Employee Stock Ownership Plan at $241K / 26 participants.
- #2,098
- in Professional & Technical Services (21,562 peers)
- +55.0%
- assets growth YoY
ESOP Partners Employee Stock Ownership Plan among the smaller filed plans by assets
ESOP Partners Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$240,580 12th percentile higher than 12% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
ESOP Partners 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. ESOP Partners Employee Stock Ownership Plan is a small filing (26 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 205396546 · ESOP Partners, Inc. PY 2022 · ESOP
ESOP Partners Employee Stock Ownership Plan · $241K · 26 · 12th
- EIN $241K
- RANK 26
- PHOTO 12th
- IND ESOP
- EOY near Rwd Investment Trust
- 5500 ind #2098
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 →
ESOP Partners Employee Stock Ownership Plan in the asset neighbourhood
ESOP Partners, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All ESOP Partners, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $695K 188.83074237259956% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 26 | $241K |
| 2023 | 1 | 24 | $522K |
| 2024 | 1 | 30 | $695K |
ESOP Partners, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $155K |
|---|---|
| Net Assets (End of Year) | $241K |
| Net Income | $85K |
| Employer EIN | 205396546 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
- 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
ESOP Partners Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is Rwd Investment Trust in NC ($242K); by covered participants it is Empire Telephone Corporation Employee Stock Ownership Plan in NY (26 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($241K here).
- Rwd Investment Trust (NC) $242K · 1
- Southwest Georgia Financial Corporation Employee Stock Ownership Plan (MS) $239K · 86
- Pvt Employee Stock Ownership Plan (CA) $242K · 11
- Dipaco, Inc. Employee Stock Ownership Plan (NV) $238K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (26 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.