ESOP · DOL Form 5500 · 2023

Appleton Marine, Inc. ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
37
Participants Small participant base
72nd
Percentile by assets National rank
$528,458
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Appleton Marine, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Appleton Marine, Inc. · Wisconsin · Manufacturing

$20M in assets, 37 participants

Appleton Marine, Inc.'s Appleton Marine, Inc. Employee Stock Ownership Plan and Trust reported $20M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #11,604 in Manufacturing (18,722 peers)

Appleton Marine, Inc. multi-year trail

Appleton Marine, Inc.'s plans moved +12.5% in assets from 2022 to 2024; this filing shows Appleton Marine, Inc. Employee Stock Ownership Plan and Trust at $20M / 37 participants.

#11,604
in Manufacturing (18,722 peers)
+6.9%
assets growth YoY

Appleton Marine, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Appleton Marine, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$19,552,936 Top 28% higher than 72% 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

Appleton Marine, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Appleton Marine, Inc. Employee Stock Ownership Plan and Trust is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Appleton Marine, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Appleton Marine, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 41 in the plan year 2022 filing to 37 in the plan year 2023 filing.
  • Appleton Marine, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $18M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391539140 · Appleton Marine, Inc. PY 2023 · ESOP

Appleton Marine, Inc. Employee Stock Ownership Plan and Trust · $20M · 37 · 72nd

  • SCH $20M
  • SCH 37
  • SCH 72nd
  • SCH ESOP
  • SCH near Olsson Roofing Company, Inc. Employee Stock Ownership Plan
  • SCH ind #11604

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 →

Appleton Marine, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Toll Company Employee Stock Ownership PlanToll Company Employee Stock …$20MOlsson Roofing Company, Inc. Employee Stock Ownership PlanOlsson Roofing Company, Inc.…$20MAppleton Marine, Inc. Employee Stock Ownership Plan and TrustAppleton Marine, Inc. Employ…$20MAverest, Incorporated Employee Stock Ownership PlanAverest, Incorporated Employ…$20MCommercial Tire, Inc. Employee Stock Ownership Plan and TrustCommercial Tire, Inc. Employ…$20M
End-of-year total assets ($M) among Appleton Marine, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Appleton Marine, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Appleton Marine, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 12.476568040025828% vs 2022
2024 filing year
$18M$19M$20M$21M 202220232024 $18.3M $20.6M ▲ +12.5%
Year Plans Participants Total Assets
2022 1 41 $18M
2023 1 37 $20M
2024 1 41 $21M

Appleton Marine, Inc. filing trail (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$1M
Employer EIN391539140
Plan Effective Date1999-02-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Appleton Marine, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Appleton Marine, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.019552936 · Participants: 37Appleton Marine, Inc. Employee Stock Ownership Plan and TrustSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.551413763 · Participants: 6108Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.700244908 · Participants: 2837Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.511365241 · Participants: 1624Ki Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.331023295 · Participants: 228Trachte Building Systems Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.31506565 · Participants: 808Wausau Supply Company Employee Stock Ownership Plan
Appleton Marine, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Appleton Marine, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Appleton Marine, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Olsson Roofing Company, Inc. Employee Stock Ownership Plan in IL ($20M); by covered participants it is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Appleton Marine, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Appleton Marine, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 6.9% during 2023, from $18M to $20M. Reported net income was $1M.
How have Appleton Marine, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Appleton Marine, Inc.'s sponsor-wide assets grew 12.5%, from $18M to $21M.
Which ESOP plans are similar in size to Appleton Marine, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Olsson Roofing Company, Inc. Employee Stock Ownership Plan in IL ($20M, 43 participants).
Which ESOP plans cover a similar participant headcount to Appleton Marine, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (37 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 391539140.

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.