ESOP · DOL Form 5500 · 2023

ESOP Partners, Inc. ESOP

Data updated 2026-08-25

$522K
Total assets Small plan by assets
24
Participants Small participant base
18th
Percentile by assets National rank
$21,759
Avg per participant Low balance/head
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Official DOL plan name: ESOP Partners Employee Stock Ownership Plan · Sponsored by ESOP Partners, Inc. · Wisconsin · Professional & Technical Services

$522K in assets, 24 participants

ESOP Partners, Inc.'s ESOP Partners Employee Stock Ownership Plan reported $522K in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,795 in Professional & Technical Services (20,321 peers)

ESOP Partners, Inc. multi-year trail

ESOP Partners, Inc.'s plans moved +188.8% in assets from 2022 to 2024; this filing shows ESOP Partners Employee Stock Ownership Plan at $522K / 24 participants.

#2,795
in Professional & Technical Services (20,321 peers)
+117.1%
assets growth YoY

ESOP Partners Employee Stock Ownership Plan among the smaller filed plans by assets

ESOP Partners Employee Stock Ownership Plan vs every filed plan by assets

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

$522,225 18th percentile higher than 18% 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

ESOP Partners 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. ESOP Partners Employee Stock Ownership Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • ESOP Partners Employee Stock Ownership Plan reported net income rose from $85K in the plan year 2022 filing to $282K in the plan year 2023 filing.
  • ESOP Partners Employee Stock Ownership Plan end-of-year assets rose from $241K in the plan year 2022 filing to $522K in the plan year 2023 filing.
  • ESOP Partners Employee Stock Ownership Plan reported participants fell from 26 in the plan year 2022 filing to 24 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 205396546 · ESOP Partners, Inc. PY 2023 · ESOP

ESOP Partners Employee Stock Ownership Plan · $522K · 24 · 18th

  • PCT $522K
  • PCT 24
  • PCT 18th
  • PCT ESOP
  • PCT near Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust
  • PCT ind #2795

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 →

ESOP Partners Employee Stock Ownership Plan in the asset neighbourhood

ESOP Partners Employee Stock Ownership PlanESOP Partners Employee Stock…$522KBig Valley Aviation, Inc. Employee Stock Ownership Plan and TrustBig Valley Aviation, Inc. Em…$521KMesa Design Associates, Inc. Employee Stock Ownership PlanMesa Design Associates, Inc.…$524KKappler, Inc. Employee Stock Ownership PlanKappler, Inc. Employee Stock…$524KCypher Analytics, Inc. Employee Stock Ownership PlanCypher Analytics, Inc. Emplo…$520K
End-of-year total assets ($M) among ESOP Partners Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

ESOP Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All ESOP Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$695K 188.83074237259956% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.24M $0.69M ▲ +187.5%
Year Plans Participants Total Assets
2022 1 26 $241K
2023 1 24 $522K
2024 1 30 $695K

ESOP Partners, Inc. filing trail (2023)

Total Assets (Beginning of Year)$241K
Net Assets (End of Year)$522K
Net Income$282K
Employer EIN205396546
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

ESOP Partners Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants ESOP Partners Employee Stock Ownership Plan, Total assets ($B): 0.000522225 · Participants: 24ESOP Partners Employee Stock Ownership PlanSchreiber 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
ESOP Partners Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare ESOP Partners Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust in CA ($521K); by covered participants it is Valador, Inc. Employee Stock Bonus Plan in WV (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 ESOP Partners Employee Stock Ownership Plan assets move in 2023? ▼
ESOP Partners Employee Stock Ownership Plan surged - up 117.1% during 2023, from $241K to $522K. Reported net income was $282K.
How have ESOP Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), ESOP Partners, Inc.'s sponsor-wide assets grew 188.8%, from $241K to $695K.
Where does ESOP Partners Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
ESOP Partners Employee Stock Ownership Plan ranks in the 18th 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 ESOP Partners Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust in CA ($521K, 6 participants).
Which ESOP plans cover a similar participant headcount to ESOP Partners Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Valador, Inc. Employee Stock Bonus Plan in WV (24 participants, N/A 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 205396546.

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.