ESOP · DOL Form 5500 · 2022

Wausau Supply Co. ESOP

Data updated 2026-08-25

$293M
Total assets Near avg plan size
747
Participants Near avg headcount
97th
Percentile by assets National rank
$391,603
Avg per participant High balance/head
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Official DOL plan name: Wausau Supply Company Employee Stock Ownership Plan · Sponsored by Wausau Supply Co. · Wisconsin · Wholesale Trade

$293M in assets, 747 participants

Wausau Supply Co.'s Wausau Supply Company Employee Stock Ownership Plan reported $293M in total assets and 747 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #6,697 in Wholesale Trade (6,843 peers)

Where Wausau Supply Company Employee Stock Ownership Plan sits by assets

Wausau Supply Company Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $293M for 747 participants (~$391,603/participant), up 20.2% in 2022.

#6,697
in Wholesale Trade (6,843 peers)
+20.2%
assets growth YoY
2.9×
vs typical plan assets (national mean)

Wausau Supply Company Employee Stock Ownership Plan's outsized position by total assets

Wausau Supply Company Employee Stock Ownership Plan vs every filed plan by assets

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

$292,527,762 Top 3% higher than 97% 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

Wausau Supply Company 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. Wausau Supply Company Employee Stock Ownership Plan sits mid-pack in the medium band (747 participants).

Plan-year Form 5500 strip

Filing strip 390772342 · Wausau Supply Co. PY 2022 · ESOP

Wausau Supply Company Employee Stock Ownership Plan · $293M · 747 · 97th

  • 5500 $293M
  • ASSETS 747
  • PCT 97th
  • EIN ESOP
  • RANK near H.C. Wainwright & Co. Employee Stock Ownership Plan
  • PHOTO ind #6697

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 →

Wausau Supply Company Employee Stock Ownership Plan in the asset neighbourhood

H.C. Wainwright & Co. Employee Stock Ownership PlanH.C. Wainwright & Co. Employ…$293MWausau Supply Company Employee Stock Ownership PlanWausau Supply Company Employ…$293MAmerican Systems Corporation Employee Stock Ownership PlanAmerican Systems Corporation…$292MLocke Supply Co. Employee Stock Ownership PlanLocke Supply Co. Employee St…$291MAir Tractor Holdings, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. E…$289M
End-of-year total assets ($M) among Wausau Supply Company 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)$243M
Net Assets (End of Year)$293M
Net Income$49M
Employer EIN390772342
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wausau Supply Co.)

Sponsor-wide plan assets over time

All Wausau Supply Co. plans reported in each filing year

Latest sponsor-wide plan assets
$369M 15.858817687298052% vs 2022
2024 filing year
$300M$320M$340M$360M$380M 202220232024 $318M $369M ▲ +15.9%
Year Plans Participants Total Assets
2022 2 1,600 $318M
2023 2 1,765 $346M
2024 2 1,815 $369M

Nearby ESOP Plans in Wisconsin

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

Wausau Supply Company Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 0123 Total assets ($B) Participants Wausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.292527762 · Participants: 747Wausau Supply Company 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 ($B): 0.29452491 · Participants: 1649Ki Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.25846345 · Participants: 210Trachte Building Systems Employee Stock Ownership PlanTrek Bicycle Corporation Employee Stock Ownership Plan, Total assets ($B): 0.239813876 · Participants: 1797Trek Bicycle Corporation Employee Stock Ownership Plan
Wausau Supply Company Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Wausau Supply Company Employee Stock Ownership Plan side-by-side with 3 peers →

Wausau Supply Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is H.C. Wainwright & Co. Employee Stock Ownership Plan in NY ($293M); by covered participants it is The North Highland Company Employee Stock Ownership Plan in GA (746 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (747 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 Wausau Supply Company Employee Stock Ownership Plan assets move in 2022? ▼
Wausau Supply Company Employee Stock Ownership Plan grew sharply - up 20.2% during 2022, from $243M to $293M. Reported net income was $49M.
How have Wausau Supply Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wausau Supply Co.'s sponsor-wide assets grew 15.9%, from $318M to $369M.
Where does Wausau Supply Company Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Wausau Supply Company Employee Stock Ownership Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Wausau Supply Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is H.C. Wainwright & Co. Employee Stock Ownership Plan in NY ($293M, 118 participants).
Which ESOP plans cover a similar participant headcount to Wausau Supply Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The North Highland Company Employee Stock Ownership Plan in GA (746 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 390772342.

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.