ESOP · DOL Form 5500 · 2022
Mounds East, Inc. ESOP
Data updated 2026-08-11
- $38M
- Total assets
- 30
- Participants
- 85th
- Percentile by assets
- $1.3M
- Avg per participant
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.
- 85th percentile by assets (of 139,126 plans)
- #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.
- $38M
- total plan assets (2022 EOY)
- 30
- covered participants
- 85th
- percentile by assets (of 139,126 plans)
- $1.3M
- avg assets per participant
Mounds East, Inc. Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, Mounds East, Inc. Employee Stock Ownership Plan outranks 85% 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) | $34M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $4M |
| Employer EIN | 391795845 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mounds East, Inc.)
| 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
- 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 Mounds East, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Mounds East, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Mounds East, Inc. 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
- Mounds East, Inc.'s sponsor-wide assets have grown 8.9% since 2022 across 3 plan years on file. More Retail Trade plans