ESOP · DOL Form 5500 · 2022

American Enterprises International, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
10
Participants Small participant base
45th
Percentile by assets National rank
$384,890
Avg per participant High balance/head
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Official DOL plan name: American Enterprises International, Inc. ESOP & Profit Sharing Plan · Sponsored by American Enterprises International, Inc. · Wisconsin · Finance & Insurance

$4M in assets, 10 participants

American Enterprises International, Inc.'s American Enterprises International, Inc. ESOP & Profit Sharing Plan reported $4M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,869 in Finance & Insurance (9,261 peers)

2022 asset change

American Enterprises International, Inc. ESOP & Profit Sharing Plan pulled back noticeably 9.4% in 2022 ($4M → $4M) for 10 participants.

#2,869
in Finance & Insurance (9,261 peers)
-9.4%
assets change YoY

The plan reported a net loss of $401K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

American Enterprises International, Inc. ESOP & Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

American Enterprises International, Inc. ESOP & Profit Sharing Plan vs every filed plan by assets

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

$3,848,900 45th percentile higher than 45% 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

American Enterprises International, Inc. ESOP & Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Enterprises International, Inc. ESOP & Profit Sharing Plan is a micro filing (10 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 390896586 · American Enterprises International, Inc. PY 2022 · ESOP

American Enterprises International, Inc. ESOP & Profit Sharing Plan · $4M · 10 · 45th

  • NET $4M
  • BOOK 10
  • VS-ST 45th
  • BOY ESOP
  • SCH near Wvs Financial Corp. Employee Stock Ownership Plan
  • EBSA ind #2869

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 →

American Enterprises International, Inc. ESOP & Profit Sharing Plan in the asset neighbourhood

American Enterprises International, Inc. ESOP & Profit Sharing PlanAmerican Enterprises Interna…$4MWvs Financial Corp. Employee Stock Ownership PlanWvs Financial Corp. Employee…$4MEclipse Engineering, Inc. Employee Stock Ownership PlanEclipse Engineering, Inc. Em…$4MK & L Anodizing Corporation Employee Stock Ownership PlanK & L Anodizing Corporation …$4MPro Reps West, Inc. ESOP$4M
End-of-year total assets ($M) among American Enterprises International, Inc. ESOP & Profit Sharing Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

American Enterprises International, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All American Enterprises International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 4.469354880615241% vs 2022
2024 filing year
$3.7M$3.8M$3.9M$4M$4.1M 202220232024 $3.85M $4.02M ▲ +4.4%
Year Plans Participants Total Assets
2022 1 10 $4M
2023 1 7 $4M
2024 1 7 $4M

2022 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$401K
Employer EIN390896586
Plan Effective Date1964-01-09
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

American Enterprises International, Inc. ESOP & Profit Sharing Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -10123 Total assets ($B) Participants American Enterprises International, Inc. ESOP & Profit Sharing Plan, Total assets ($B): 0.0038489 · Participants: 10American Enterprises International, Inc. ESOP & Profit Sharing 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
American Enterprises International, Inc. ESOP & Profit Sharing Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare American Enterprises International, Inc. ESOP & Profit Sharing Plan side-by-side with 3 peers →

American Enterprises International, Inc. ESOP & Profit Sharing Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Wvs Financial Corp. Employee Stock Ownership Plan in PA ($4M); by covered participants it is Edwards Development Company Employee Stock Ownership Plan in WY (10 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 American Enterprises International, Inc. ESOP & Profit Sharing Plan assets move in 2022? ▼
American Enterprises International, Inc. ESOP & Profit Sharing Plan pulled back noticeably - down 9.4% during 2022, from $4M to $4M. Reported net income was -$401K.
How have American Enterprises International, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Enterprises International, Inc.'s sponsor-wide assets grew 4.5%, from $4M to $4M.
Which ESOP plans are similar in size to American Enterprises International, Inc. ESOP & Profit Sharing Plan? ▼
Among ESOP plans in other states, the closest by assets is Wvs Financial Corp. Employee Stock Ownership Plan in PA ($4M, 26 participants).
Which ESOP plans cover a similar participant headcount to American Enterprises International, Inc. ESOP & Profit Sharing Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Edwards Development Company Employee Stock Ownership Plan in WY (10 participants, N/A 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 390896586.

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.