ESOP · DOL Form 5500 · 2022
Universal Technologies of Wisconsin, Inc ESOP
Data updated 2026-08-11
- $19M
- Total assets
- 105
- Participants
- 76th
- Percentile by assets
- $179,989
- Avg per participant
Official DOL plan name: Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan · Sponsored by Universal Technologies of Wisconsin, Inc · Wisconsin · Manufacturing
$19M in assets, 105 participants
Universal Technologies of Wisconsin, Inc's Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan reported $19M in total assets and 105 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.
- 76th percentile by assets (of 139,126 plans)
- #13,834 in Manufacturing (20,602 peers)
Coverage in Wisconsin
Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan covers 105 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $19M.
- $19M
- total plan assets (2022 EOY)
- 105
- covered participants
- 76th
- percentile by assets (of 139,126 plans)
- $179,989
- avg assets per participant
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan reports 105 participants - about 19% of that state average ($19M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$5M |
| Employer EIN | 390172770 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Universal Technologies of Wisconsin, Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 105 | $19M |
| 2023 | 1 | 93 | $21M |
| 2024 | 2 | 173 | $38M |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
Universal Technologies of Wisconsin, 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 Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Universal Technologies of Wisconsin, Inc…
Filing takeaways
Ways to act on Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Universal Technologies of Wisconsin, 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
- Universal Technologies of Wisconsin, Inc's sponsor-wide assets have grown 100.2% since 2022 across 3 plan years on file. More Manufacturing plans