ESOP · DOL Form 5500 · 2022
Universal Technologies of Wisconsin, Inc ESOP
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 105
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $179,989
- Avg per participant Above avg balance/head
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.
- #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.
- #13,834
- in Manufacturing (20,602 peers)
- -21.7%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
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.
Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan's outsized position by total assets
Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$18,898,874 Top 24% higher than 76% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Universal Technologies of Wisconsin, Inc. 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. Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (105 participants).
Form 5500 schedule snapshot
Filing strip 390172770 · Universal Technologies of Wisconsin, Inc PY 2022 · ESOP
Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan · $19M · 105 · 76th
- EBSA $19M
- EBSA 105
- EBSA 76th
- EBSA ESOP
- EBSA near Pen-Link, Ltd. Employee Stock Ownership Plan and Trust
- EBSA ind #13834
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 →
Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Universal Technologies of Wisconsin, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 100.15231595279168% vs 2022
- 2024 filing year
| 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.
- 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
Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is Pen-Link, Ltd. Employee Stock Ownership Plan and Trust in NE ($19M); by covered participants it is Cci Holdings, Inc. Employee Stock Ownership Plan in IN (105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (105 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.