ESOP · DOL Form 5500 · 2022

Edgerton Gear, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
39
Participants Small participant base
28th
Percentile by assets National rank
$33,003
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Edgerton Gear, Inc. Employee Stock Ownership Plan · Sponsored by Edgerton Gear, Inc. · Wisconsin · Manufacturing

$1M in assets, 39 participants

Edgerton Gear, Inc.'s Edgerton Gear, Inc. Employee Stock Ownership Plan reported $1M in total assets and 39 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,724 in Manufacturing (20,602 peers)

Edgerton Gear, Inc. multi-year trail

Edgerton Gear, Inc.'s plans moved +80.0% in assets from 2022 to 2023; this filing shows Edgerton Gear, Inc. Employee Stock Ownership Plan at $1M / 39 participants.

#2,724
in Manufacturing (20,602 peers)
+157.4%
assets growth YoY

Edgerton Gear, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Edgerton Gear, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,287,136 28th percentile higher than 28% 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

Edgerton Gear, 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. Edgerton Gear, Inc. Employee Stock Ownership Plan is a small filing (39 participants) on this national headcount ladder.

DOL schedule card

Filing strip 391269879 · Edgerton Gear, Inc. PY 2022 · ESOP

Edgerton Gear, Inc. Employee Stock Ownership Plan · $1M · 39 · 28th

  • PHOTO $1M
  • PHOTO 39
  • PHOTO 28th
  • PHOTO ESOP
  • PHOTO near Quantum Controls, Inc. Employee Stock Ownership Plan
  • PHOTO ind #2724

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 →

Edgerton Gear, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Edgerton Gear, Inc. Employee Stock Ownership PlanEdgerton Gear, Inc. Employee…$1MQuantum Controls, Inc. Employee Stock Ownership PlanQuantum Controls, Inc. Emplo…$1MDelta General Agency Employee Stock Ownership Plan and TrustDelta General Agency Employe…$1MSchonsheck, Inc. ESOP$1MFirst Harrison Bank Employee Stock Ownership PlanFirst Harrison Bank Employee…$1M
End-of-year total assets ($M) among Edgerton Gear, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Edgerton Gear, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Edgerton Gear, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 80.03116997737612% vs 2022
2023 filing year
$1M$1.5M$2M$2.5M 20222023 $1.29M $2.32M ▲ +79.8%
Year Plans Participants Total Assets
2022 1 39 $1M
2023 1 37 $2M

Edgerton Gear, Inc. filing trail (2022)

Total Assets (Beginning of Year)$500K
Net Assets (End of Year)$1M
Net Income$787K
Employer EIN391269879
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Edgerton Gear, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -10123 Total assets ($B) Participants Edgerton Gear, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001287136 · Participants: 39Edgerton Gear, 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
Edgerton Gear, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Edgerton Gear, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Quantum Controls, Inc. Employee Stock Ownership Plan in MD ($1M); by covered participants it is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 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 Edgerton Gear, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Edgerton Gear, Inc. Employee Stock Ownership Plan surged - up 157.4% during 2022, from $500K to $1M. Reported net income was $787K.
How have Edgerton Gear, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Edgerton Gear, Inc.'s sponsor-wide assets grew 80.0%, from $1M to $2M.
Which ESOP plans are similar in size to Edgerton Gear, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Quantum Controls, Inc. Employee Stock Ownership Plan in MD ($1M, 46 participants).
Which ESOP plans cover a similar participant headcount to Edgerton Gear, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (39 participants, $3M 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 391269879.

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.