ESOP · DOL Form 5500 · 2022

Bliffert Lumber & Fuel Co. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
198
Participants Below avg headcount
63rd
Percentile by assets National rank
$46,965
Avg per participant Low balance/head
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Official DOL plan name: Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan · Sponsored by Bliffert Lumber & Fuel Co. · Wisconsin · Wholesale Trade

$9M in assets, 198 participants

Bliffert Lumber & Fuel Co.'s Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan reported $9M in total assets and 198 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #3,782 in Wholesale Trade (6,843 peers)

Coverage in Wisconsin

Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan covers 198 participants in Wisconsin, about 35% of the average Wisconsin filer (state average ~563 per filing). Assets: $9M.

#3,782
in Wholesale Trade (6,843 peers)
+71.7%
assets growth YoY

Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan vs every filed plan by assets

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

$9,299,019 Top 37% higher than 63% 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

Bliffert Lumber & Fuel Co. 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. Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan sits mid-pack in the medium band (198 participants).

Plan-year Form 5500 strip

Filing strip 390170225 · Bliffert Lumber & Fuel Co. PY 2022 · ESOP

Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan · $9M · 198 · 63rd

  • NET $9M
  • NET 198
  • NET 63rd
  • NET ESOP
  • NET near R & R Millwork, Inc. Employee Stock Ownership Plan
  • NET ind #3782

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 →

Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan in the asset neighbourhood

Martin ESOP$9MMidstate Bancorp Employee Stock Ownership PlanMidstate Bancorp Employee St…$9MBliffert Lumber & Fuel Co. Employee Stock Ownership PlanBliffert Lumber & Fuel Co. E…$9MR & R Millwork, Inc. Employee Stock Ownership PlanR & R Millwork, Inc. Employe…$9MInternational Intimates Inc. Employee Stock Ownership PlanInternational Intimates Inc.…$9M
End-of-year total assets ($M) among Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$4M
Employer EIN390170225
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bliffert Lumber & Fuel Co.)

Sponsor-wide plan assets over time

All Bliffert Lumber & Fuel Co. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 99.48307208976199% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $21.1M $42M ▲ +99.5%
Year Plans Participants Total Assets
2022 2 431 $21M
2023 2 438 $35M
2024 2 621 $42M

Nearby ESOP Plans in Wisconsin

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

Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -10123 Total assets ($B) Participants Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan, Total assets ($B): 0.009299019 · Participants: 198Bliffert Lumber & Fuel Co. 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
Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants

Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is R & R Millwork, Inc. Employee Stock Ownership Plan in TX ($9M); by covered participants it is Flinchbaugh Engineering, Inc. Employee Stock Ownership Plan in PA (198 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (198 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 Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan assets move in 2022?
Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan surged - up 71.7% during 2022, from $5M to $9M. Reported net income was $4M.
How have Bliffert Lumber & Fuel Co. plan assets changed over time?
Across 3 plan years on file (2022-2024), Bliffert Lumber & Fuel Co.'s sponsor-wide assets grew 99.5%, from $21M to $42M.
Which ESOP plans are similar in size to Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is R & R Millwork, Inc. Employee Stock Ownership Plan in TX ($9M, 35 participants).
Which ESOP plans cover a similar participant headcount to Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Flinchbaugh Engineering, Inc. Employee Stock Ownership Plan in PA (198 participants, $12M in assets).