ESOP · DOL Form 5500 · 2023
Lemberg Electric Company, Inc. ESOP
Data updated 2026-08-11
- $16M
- Total assets
- 36
- Participants
- 68th
- Percentile by assets
- $434,184
- Avg per participant
Official DOL plan name: Lemberg Electric Company, Inc. Employee Stock Ownership Plan · Sponsored by Lemberg Electric Company, Inc. · Wisconsin · Construction
$16M in assets, 36 participants
Lemberg Electric Company, Inc.'s Lemberg Electric Company, Inc. Employee Stock Ownership Plan reported $16M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- 68th percentile by assets (of 127,072 plans)
- #6,011 in Construction (9,030 peers)
Lemberg Electric Company, Inc. multi-year trail
Lemberg Electric Company, Inc.'s plans moved +29.2% in assets from 2022 to 2024; this filing shows Lemberg Electric Company, Inc. Employee Stock Ownership Plan at $16M / 36 participants.
- $16M
- total plan assets (2023 EOY)
- 36
- covered participants
- 68th
- percentile by assets (of 127,072 plans)
- $434,184
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lemberg Electric Company, Inc. Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Lemberg Electric Company, Inc. Employee Stock Ownership Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Lemberg Electric Company, Inc. Employee Stock Ownership Plan reported participants fell from 45 in the plan year 2022 filing to 36 in the plan year 2023 filing.
Lemberg Electric Company, Inc. across 3 plan years on file
Across the 3 plan years Lemberg Electric Company, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $13M to $17M, a gain of 29.2%, while reported participants moved from 45 to 46 (+2.2%). Peak year by sponsor assets: 2024 ($17M); trough: 2022 ($13M).
Lemberg Electric Company, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 45 | $13M |
| 2023 | 1 | 36 | $16M |
| 2024 | 1 | 46 | $17M |
Lemberg Electric Company, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $1M |
| Employer EIN | 390863325 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
Lemberg Electric Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
- Schreiber Foods, Inc. Employee Stock Ownership Plan $3.6B · 6,108
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $700M · 2,837
- Ki Employee Stock Ownership Plan $511M · 1,624
- Trachte Building Systems Employee Stock Ownership Plan $331M · 228
- Wausau Supply Company Employee Stock Ownership Plan $315M · 808
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Lemberg Electric Company, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Lemberg Electric Company, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Lemberg Electric Company, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
- Lemberg Electric Company, Inc.'s sponsor-wide assets have grown 29.2% since 2022 across 3 plan years on file. More Construction plans