ESOP · DOL Form 5500 · 2022

Wenthe-Davidson Engineering Co. ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
237
Participants Below avg headcount
77th
Percentile by assets National rank
$84,236
Avg per participant Below avg balance/head
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Official DOL plan name: Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan · Sponsored by Wenthe-Davidson Engineering Co. · Wisconsin · Manufacturing

$20M in assets, 237 participants

Wenthe-Davidson Engineering Co.'s Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan reported $20M in total assets and 237 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #14,048 in Manufacturing (20,602 peers)

Coverage in Wisconsin

Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan covers 237 participants in Wisconsin, about 42% of the average Wisconsin filer (state average ~563 per filing). Assets: $20M.

#14,048
in Manufacturing (20,602 peers)
+32.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan's outsized position by total assets

Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan vs every filed plan by assets

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

$19,963,964 Top 23% higher than 77% 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

Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan sits mid-pack in the medium band (237 participants).

EBSA filing schedule strip

Filing strip 390696715 · Wenthe-Davidson Engineering Co. PY 2022 · ESOP

Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan · $20M · 237 · 77th

  • NET $20M
  • NET 237
  • NET 77th
  • NET ESOP
  • NET near J. B. Steel Employee Stock Ownership Plan
  • NET ind #14048

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 →

Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan in the asset neighbourhood

Okee Industries, Inc. Employee Stock Ownership PlanOkee Industries, Inc. Employ…$20MWenthe-Davidson Engineering Co. Employee Stock Ownership PlanWenthe-Davidson Engineering …$20MJ. B. Steel Employee Stock Ownership PlanJ. B. Steel Employee Stock O…$20MAbm Holdings, Inc. ESOP$20MDecibel Research, Inc. Employee Stock Ownership PlanDecibel Research, Inc. Emplo…$20M
End-of-year total assets ($M) among Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$8M
Net Income$5M
Employer EIN390696715
Plan Effective Date1984-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wenthe-Davidson Engineering Co.)

Sponsor-wide plan assets over time

All Wenthe-Davidson Engineering Co. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 24.346688440631166% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $34.3M $42.6M ▲ +24.3%
Year Plans Participants Total Assets
2022 2 422 $34M
2023 2 415 $40M
2024 2 380 $43M

Nearby ESOP Plans in Wisconsin

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

Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -10123 Total assets ($B) Participants Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan, Total assets ($B): 0.019963964 · Participants: 237Wenthe-Davidson Engineering Co. 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
Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan side-by-side with 3 peers →

Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is J. B. Steel Employee Stock Ownership Plan in AZ ($20M); by covered participants it is Qw ESOP in NC (237 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (237 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 Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan assets move in 2022? ▼
Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan surged - up 32.6% during 2022, from $15M to $20M. Reported net income was $5M.
How have Wenthe-Davidson Engineering Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wenthe-Davidson Engineering Co.'s sponsor-wide assets grew 24.3%, from $34M to $43M.
Where does Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan ranks in the 77th 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 Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is J. B. Steel Employee Stock Ownership Plan in AZ ($20M, 93 participants).
Which ESOP plans cover a similar participant headcount to Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Qw ESOP in NC (237 participants, $6M 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 390696715.

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.