ESOP · DOL Form 5500 · 2022
Buffalo Holding Company ESOP
Data updated 2026-08-11
- $38M
- Total assets
- 741
- Participants
- 86th
- Percentile by assets
- $51,620
- Avg per participant
Official DOL plan name: Flywheel Employee Stock Ownership Plan · Sponsored by Buffalo Holding Company · Wisconsin · Retail Trade
$38M in assets, 741 participants
Buffalo Holding Company's Flywheel Employee Stock Ownership Plan reported $38M in total assets and 741 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- 86th percentile by assets (of 139,126 plans)
- #8,766 in Retail Trade (9,519 peers)
Where Flywheel Employee Stock Ownership Plan sits by assets
Flywheel Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $38M for 741 participants (~$51,620/participant).
- $38M
- total plan assets (2022 EOY)
- 741
- covered participants
- 86th
- percentile by assets (of 139,126 plans)
- $51,620
- avg assets per participant
Where Flywheel Employee Stock Ownership Plan sits by total assets
Flywheel Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$38,250,375 Top 14% higher than 86% 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
Flywheel Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, Flywheel Employee Stock Ownership Plan outranks 86% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $20M |
| Employer EIN | 881040982 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Buffalo Holding Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 741 | $38M |
| 2023 | 1 | 358 | $35M |
| 2024 | 1 | 374 | $43M |
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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Flywheel Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How have Buffalo Holding Company plan assets changed over time? ▼
Where does Flywheel Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Flywheel Employee Stock Ownership Plan? ▼
Next read for Flywheel Employee Stock Ownership Plan
Scale reading
Ways to act on Flywheel Employee Stock Ownership Plan's numbers.
- By total assets, Flywheel Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
- Buffalo Holding Company's sponsor-wide assets have grown 13.3% since 2022 across 3 plan years on file. More Retail Trade plans