ESOP · DOL Form 5500 · 2022
Ownersedge Inc. ESOP
Data updated 2026-08-25
- $69M
- Total assets Below avg plan size
- 258
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $265,719
- Avg per participant High balance/head
Official DOL plan name: Ownersedge Employee Stock Ownership Plan · Sponsored by Ownersedge Inc. · Wisconsin · Construction
$69M in assets, 258 participants
Ownersedge Inc.'s Ownersedge Employee Stock Ownership Plan reported $69M in total assets and 258 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- #8,819 in Construction (9,927 peers)
Coverage in Wisconsin
Ownersedge Employee Stock Ownership Plan covers 258 participants in Wisconsin, about 46% of the average Wisconsin filer (state average ~563 per filing). Assets: $69M.
- #8,819
- in Construction (9,927 peers)
- +4.8%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Ownersedge Employee Stock Ownership Plan's outsized position by total assets
Ownersedge Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$68,555,379 Top 10% higher than 90% 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
Ownersedge 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. Ownersedge Employee Stock Ownership Plan sits mid-pack in the medium band (258 participants).
Plan-year Form 5500 strip
Filing strip 472035141 · Ownersedge Inc. PY 2022 · ESOP
Ownersedge Employee Stock Ownership Plan · $69M · 258 · 90th
- VS-ST $69M
- BOY 258
- SCH 90th
- EBSA ESOP
- PART near Fcl Holdings, Inc. Employee Stock Ownership Plan
- TYPE ind #8819
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 →
Ownersedge Employee Stock Ownership Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $65M |
|---|---|
| Net Assets (End of Year) | $54M |
| Net Income | $2M |
| Employer EIN | 472035141 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ownersedge Inc.)
Sponsor-wide plan assets over time
All Ownersedge Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $107M 22.696079944865673% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 586 | $87M |
| 2023 | 2 | 593 | $97M |
| 2024 | 2 | 563 | $107M |
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
Ownersedge Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is Fcl Holdings, Inc. Employee Stock Ownership Plan in IL ($69M); by covered participants it is Dustrol, Inc. Employees' Stock Ownership Plan in KS (258 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($69M here).
Similar participant headcount
Nearest other-state filings by covered participants (258 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.