ESOP · DOL Form 5500 · 2022

Oconomowoc Residential Programs, Inc. ESOP

Data updated 2026-08-25

$95M
Total assets Below avg plan size
2,215
Participants Above avg headcount
92nd
Percentile by assets National rank
$42,787
Avg per participant Low balance/head
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Official DOL plan name: Mypath Employee Stock Ownership Plan · Sponsored by Oconomowoc Residential Programs, Inc. · Wisconsin · Healthcare & Social Assistance

$95M in assets, 2,215 participants

Oconomowoc Residential Programs, Inc.'s Mypath Employee Stock Ownership Plan reported $95M in total assets and 2,215 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,759 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

Mypath Employee Stock Ownership Plan covers 2,215 participants in Wisconsin, 3.9x the typical Wisconsin plan (state average ~563 per filing). Assets: $95M.

#18,759
in Healthcare & Social Assistance (20,060 peers)
-14.8%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mypath Employee Stock Ownership Plan's outsized position by total assets

Mypath Employee Stock Ownership Plan vs every filed plan by assets

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

$94,773,949 Top 8% higher than 92% 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

Mypath Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mypath Employee Stock Ownership Plan lands in the large band (2,215 participants).

EBSA filing schedule strip

Filing strip 391510207 · Oconomowoc Residential Programs, Inc. PY 2022 · ESOP

Mypath Employee Stock Ownership Plan · $95M · 2,215 · 92nd

  • EOY $95M
  • EOY 2,215
  • EOY 92nd
  • EOY ESOP
  • EOY near Bl Companies, Inc. Employee Stock Ownership Plan
  • EOY ind #18759

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 →

Mypath Employee Stock Ownership Plan in the asset neighbourhood

Nott Company Employee Stock Ownership Plan and TrustNott Company Employee Stock …$95MMypath Employee Stock Ownership PlanMypath Employee Stock Owners…$95MBl Companies, Inc. Employee Stock Ownership PlanBl Companies, Inc. Employee …$95MLetner Roofing Company Employee Stock Ownership PlanLetner Roofing Company Emplo…$95MGreatland Corporation Employee Stock Ownership PlanGreatland Corporation Employ…$94M
End-of-year total assets ($M) among Mypath Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$111M
Net Assets (End of Year)$24M
Net Income-$15M
Employer EIN391510207
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oconomowoc Residential Programs, Inc.)

Sponsor-wide plan assets over time

All Oconomowoc Residential Programs, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$127M 3.3238229464687006% vs 2022
2024 filing year
$120M$125M$130M$135M$140M 202220232024 $123M $127M ▲ +3.3%
Year Plans Participants Total Assets
2022 2 4,011 $123M
2023 2 3,301 $135M
2024 2 3,199 $127M

Nearby ESOP Plans in Wisconsin

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

Mypath Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -10123 Total assets ($B) Participants Mypath Employee Stock Ownership Plan, Total assets ($B): 0.094773949 · Participants: 2215Mypath 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
Mypath Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants

Mypath Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Bl Companies, Inc. Employee Stock Ownership Plan in CT ($95M); by covered participants it is Centimark Corporation Employee Stock Ownership Plan and Trust in PA (2,268 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 Mypath Employee Stock Ownership Plan assets move in 2022? ▼
Mypath Employee Stock Ownership Plan pulled back noticeably - down 14.8% during 2022, from $111M to $95M. Reported net income was -$15M.
How have Oconomowoc Residential Programs, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oconomowoc Residential Programs, Inc.'s sponsor-wide assets grew 3.3%, from $123M to $127M.
Where does Mypath Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Mypath Employee Stock Ownership Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Mypath Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bl Companies, Inc. Employee Stock Ownership Plan in CT ($95M, 305 participants).
Which ESOP plans cover a similar participant headcount to Mypath Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Centimark Corporation Employee Stock Ownership Plan and Trust in PA (2,268 participants, $481M in assets).