ESOP · DOL Form 5500 · 2022

Mounds East, Inc. ESOP

Data updated 2026-08-25

$38M
Total assets Below avg plan size
30
Participants Small participant base
85th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Mounds East, Inc. Employee Stock Ownership Plan · Sponsored by Mounds East, Inc. · Wisconsin · Retail Trade

$38M in assets, 30 participants

Mounds East, Inc.'s Mounds East, Inc. Employee Stock Ownership Plan reported $38M in total assets and 30 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #8,758 in Retail Trade (9,519 peers)

Where Mounds East, Inc. Employee Stock Ownership Plan sits by assets

Mounds East, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $38M for 30 participants (~$1.3M/participant), up 11.6% in 2022.

#8,758
in Retail Trade (9,519 peers)
+11.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Mounds East, Inc. Employee Stock Ownership Plan's outsized position by total assets

Mounds East, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$37,955,197 Top 15% higher than 85% 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

Mounds East, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mounds East, Inc. Employee Stock Ownership Plan is a small filing (30 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 391795845 · Mounds East, Inc. PY 2022 · ESOP

Mounds East, Inc. Employee Stock Ownership Plan · $38M · 30 · 85th

  • PART $38M
  • TYPE 30
  • NET 85th
  • BOOK ESOP
  • VS-ST near Advanced Process Technologies, Inc. Employee Stock Ownership Plan and Trust
  • BOY ind #8758

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 →

Mounds East, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Cato Corporation Employee Stock Ownership PlanThe Cato Corporation Employe…$38MWci-Gc Inc. Employee Stock Ownership PlanWci-Gc Inc. Employee Stock O…$38MAdvanced Process Technologies, Inc. Employee Stock Ownership Plan and TrustAdvanced Process Technologie…$38MStoneage Employee Stock Ownership PlanStoneage Employee Stock Owne…$38MMounds East, Inc. Employee Stock Ownership PlanMounds East, Inc. Employee S…$38M
End-of-year total assets ($M) among Mounds East, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$34M
Net Income$4M
Employer EIN391795845
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mounds East, Inc.)

Sponsor-wide plan assets over time

All Mounds East, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 8.948200163471686% vs 2022
2024 filing year
$36M$38M$40M$42M 202220232024 $38M $41.4M ▲ +8.9%
Year Plans Participants Total Assets
2022 1 30 $38M
2023 1 22 $40M
2024 1 33 $41M

Nearby ESOP Plans in Wisconsin

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

Mounds East, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -10123 Total assets ($B) Participants Mounds East, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.037955197 · Participants: 30Mounds East, Inc. 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
Mounds East, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Mounds East, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Mounds East, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Advanced Process Technologies, Inc. Employee Stock Ownership Plan and Trust in MN ($38M); by covered participants it is American Display Company Employee Stock Ownership in MN (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Mounds East, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Mounds East, Inc. Employee Stock Ownership Plan grew at a solid clip - up 11.6% during 2022, from $34M to $38M. Reported net income was $4M.
How have Mounds East, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mounds East, Inc.'s sponsor-wide assets grew 8.9%, from $38M to $41M.
Where does Mounds East, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Mounds East, Inc. Employee Stock Ownership Plan ranks in the 85th 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 Mounds East, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Advanced Process Technologies, Inc. Employee Stock Ownership Plan and Trust in MN ($38M, 91 participants).
Which ESOP plans cover a similar participant headcount to Mounds East, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is American Display Company Employee Stock Ownership in MN (30 participants, N/A 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 391795845.

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.