ESOP · DOL Form 5500 · 2022
Ownersedge Inc. ESOP
Data updated 2026-08-11
- $69M
- Total assets
- 258
- Participants
- 90th
- Percentile by assets
- $265,719
- Avg per participant
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.
- 90th percentile by assets (of 139,126 plans)
- #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.
- $69M
- total plan assets (2022 EOY)
- 258
- covered participants
- 90th
- percentile by assets (of 139,126 plans)
- $265,719
- avg assets per participant
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Ownersedge Employee Stock Ownership Plan reports 258 participants - about 46% of that state average ($69M EOY assets).
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.)
| 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.
Ownersedge Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
- 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 Ownersedge Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Ownersedge Employee Stock Ownership Plan assets move in 2022? ▼
How have Ownersedge Inc. plan assets changed over time? ▼
Where does Ownersedge Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Ownersedge Employee Stock Ownership Plan? ▼
Next read for Ownersedge Employee Stock Ownership Plan
Filing takeaways
Ways to act on Ownersedge Employee Stock Ownership Plan's numbers.
- By total assets, Ownersedge Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
- Ownersedge Inc.'s sponsor-wide assets have grown 22.7% since 2022 across 3 plan years on file. More Construction plans