ESOP · DOL Form 5500 · 2023

680 Tacoma Inc. ESOP

Data updated 2026-08-25

$377K
Total assets Small plan by assets
95
Participants Small participant base
16th
Percentile by assets National rank
$3,963
Avg per participant Low balance/head
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Official DOL plan name: Waconia Manufacturing, Inc. Employee Stock Ownership Plan · Sponsored by 680 Tacoma Inc. · Minnesota · Manufacturing

$377K in assets, 95 participants

680 Tacoma Inc.'s Waconia Manufacturing, Inc. Employee Stock Ownership Plan reported $377K in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,171 in Manufacturing (18,722 peers)

680 Tacoma Inc. multi-year trail

680 Tacoma Inc.'s plans moved -71.8% in assets from 2022 to 2023; this filing shows Waconia Manufacturing, Inc. Employee Stock Ownership Plan at $377K / 95 participants.

#1,171
in Manufacturing (18,722 peers)
-71.8%
assets change YoY

The plan reported a net loss of $960K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Waconia Manufacturing, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Waconia Manufacturing, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$376,523 16th percentile higher than 16% of 127,068 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 2023

Waconia Manufacturing, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Waconia Manufacturing, Inc. Employee Stock Ownership Plan is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Waconia Manufacturing, Inc. Employee Stock Ownership Plan reported net income rose from -$13M in the plan year 2022 filing to -$960K in the plan year 2023 filing.
  • Waconia Manufacturing, Inc. Employee Stock Ownership Plan end-of-year assets fell from $1M in the plan year 2022 filing to $377K in the plan year 2023 filing.
  • Waconia Manufacturing, Inc. Employee Stock Ownership Plan reported participants rose from 87 in the plan year 2022 filing to 95 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 411680519 · 680 Tacoma Inc. PY 2023 · ESOP

Waconia Manufacturing, Inc. Employee Stock Ownership Plan · $377K · 95 · 16th

  • SCH $377K
  • SCH 95
  • SCH 16th
  • SCH ESOP
  • SCH near Morgan-Marrow Company Employee Stock Ownership Plan & Trust
  • SCH ind #1171

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 Minnesota →

Waconia Manufacturing, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Waconia Manufacturing, Inc. Employee Stock Ownership PlanWaconia Manufacturing, Inc. …$377KMorgan-Marrow Company Employee Stock Ownership Plan & TrustMorgan-Marrow Company Employ…$377KTnbank Employee Stock Ownership PlanTnbank Employee Stock Owners…$378KGonzalez Goodale Architects Employee Stock Ownership PlanGonzalez Goodale Architects …$375KPrillaman & Pace, Inc. , Employee Stock Ownership PlanPrillaman & Pace, Inc. , Emp…$374K
End-of-year total assets ($M) among Waconia Manufacturing, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

680 Tacoma Inc. multi-year asset trail

Sponsor-wide plan assets over time

All 680 Tacoma Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$377K 71.83864115720034% vs 2022
2023 filing year
$0M$0.5M$1M$1.5M 20222023 $1.34M $0.38M ▼ -71.6%
Year Plans Participants Total Assets
2022 1 87 $1M
2023 2 190 $377K

680 Tacoma Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$377K
Net Income-$960K
Employer EIN411680519
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Minnesota

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

Waconia Manufacturing, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Waconia Manufacturing, Inc. Employee Stock Ownership Plan, Total assets ($M): 0.376523 · Participants: 95Waconia Manufacturing, Inc. Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 899.073238 · Participants: 11644Andersen Corporation Employee Stock Ownership PlanKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 497.538965 · Participants: 789Kingdom Enterprises, Inc. Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 432.374379 · Participants: 446Landscape Structures, Inc. Employee Stock Ownership Plan and TrustHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 431.874919 · Participants: 4575Hormel Foods Corporation Joint Earnings Profit Sharing TrustForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 426.610266 · Participants: 412Force America Inc. Employee Stock Ownership Plan
Waconia Manufacturing, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Waconia Manufacturing, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest ESOP by assets is Morgan-Marrow Company Employee Stock Ownership Plan & Trust in VA ($377K); by covered participants it is Rhineland Bancshares, Inc. Employee Stock Ownership Plan in MO (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Waconia Manufacturing, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Waconia Manufacturing, Inc. Employee Stock Ownership Plan contracted severely - down 71.8% during 2023, from $1M to $377K. Reported net income was -$960K.
How have 680 Tacoma Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), 680 Tacoma Inc.'s sponsor-wide assets declined 71.8%, from $1M to $377K.
Where does Waconia Manufacturing, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Waconia Manufacturing, Inc. Employee Stock Ownership Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Waconia Manufacturing, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Morgan-Marrow Company Employee Stock Ownership Plan & Trust in VA ($377K, 21 participants).
Which ESOP plans cover a similar participant headcount to Waconia Manufacturing, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Rhineland Bancshares, Inc. Employee Stock Ownership Plan in MO (95 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411680519.

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.