ESOP · DOL Form 5500 · 2022

Aztalan Engineering, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
51
Participants Small participant base
56th
Percentile by assets National rank
$130,626
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

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

$7M in assets, 51 participants

Aztalan Engineering, Inc.'s Aztalan Engineering Employee Stock Ownership Plan reported $7M in total assets and 51 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #8,600 in Manufacturing (20,602 peers)

Aztalan Engineering, Inc. multi-year trail

Aztalan Engineering, Inc.'s plans moved -90.8% in assets from 2022 to 2023; this filing shows Aztalan Engineering Employee Stock Ownership Plan at $7M / 51 participants.

#8,600
in Manufacturing (20,602 peers)
-13.1%
assets change YoY

The plan reported a net loss of $638K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aztalan Engineering Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Aztalan Engineering Employee Stock Ownership Plan vs every filed plan by assets

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

$6,661,944 Top 44% higher than 56% 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

Aztalan Engineering 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. Aztalan Engineering Employee Stock Ownership Plan is a small filing (51 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 391306719 · Aztalan Engineering, Inc. PY 2022 · ESOP

Aztalan Engineering Employee Stock Ownership Plan · $7M · 51 · 56th

  • IND $7M
  • EOY 51
  • 5500 56th
  • ASSETS ESOP
  • PCT near Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust
  • EIN ind #8600

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 →

Aztalan Engineering Employee Stock Ownership Plan in the asset neighbourhood

Chelsea Green Publishing Company Employee Stock Ownership PlanChelsea Green Publishing Com…$7MClark Dietz, Inc. Employee Stock Ownership PlanClark Dietz, Inc. Employee S…$7MAztalan Engineering Employee Stock Ownership PlanAztalan Engineering Employee…$7MCurtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and TrustCurtis Restaurant Equipment,…$7MDelta Tech Service, Inc. Employee Stock Ownership PlanDelta Tech Service, Inc. Emp…$7M
End-of-year total assets ($M) among Aztalan Engineering Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Aztalan Engineering, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Aztalan Engineering, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$614K 90.78366614910001% vs 2022
2023 filing year
$0M$2M$4M$6M$8M 20222023 $6.66M $0.61M ▼ -90.8%
Year Plans Participants Total Assets
2022 1 51 $7M
2023 1 68 $614K

Aztalan Engineering, Inc. filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$4M
Net Income-$638K
Employer EIN391306719
Plan Effective Date2008-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Aztalan Engineering Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -10123 Total assets ($B) Participants Aztalan Engineering Employee Stock Ownership Plan, Total assets ($B): 0.006661944 · Participants: 51Aztalan Engineering 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
Aztalan Engineering Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Aztalan Engineering Employee Stock Ownership Plan side-by-side with 3 peers →

Aztalan Engineering Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust in OR ($7M); by covered participants it is Mineola Community Bank, S.S.B. Employee Stock Ownership Plan in TX (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Aztalan Engineering Employee Stock Ownership Plan assets move in 2022? ▼
Aztalan Engineering Employee Stock Ownership Plan pulled back noticeably - down 13.1% during 2022, from $8M to $7M. Reported net income was -$638K.
How have Aztalan Engineering, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Aztalan Engineering, Inc.'s sponsor-wide assets declined 90.8%, from $7M to $614K.
Which ESOP plans are similar in size to Aztalan Engineering Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust in OR ($7M, 52 participants).
Which ESOP plans cover a similar participant headcount to Aztalan Engineering Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mineola Community Bank, S.S.B. Employee Stock Ownership Plan in TX (51 participants, $4M 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 391306719.

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.