ESOP · DOL Form 5500 · 2023
Charleston/Orwig, Inc. ESOP
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 32
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $173,125
- Avg per participant Above avg balance/head
Official DOL plan name: Charleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership Plan · Sponsored by Charleston/Orwig, Inc. · Wisconsin · Professional & Technical Services
$6M in assets, 32 participants
Charleston/Orwig, Inc.'s Charleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership Plan reported $6M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.
- #9,003 in Professional & Technical Services (20,321 peers)
Charleston/Orwig, Inc. multi-year trail
Charleston/Orwig, Inc.'s plans moved +19.3% in assets from 2022 to 2024; this filing shows Charleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership Plan at $6M / 32 participants.
- #9,003
- in Professional & Technical Services (20,321 peers)
- +1.7%
- assets growth YoY
Charleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
Charleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,540,000 46th percentile higher than 46% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Charleston/Orwig, Inc. (Dba C.O.Nxt) 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. Charleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership Plan is a small filing (32 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Charleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2022 filing to $127K in the plan year 2023 filing.
- Charleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 391733783 · Charleston/Orwig, Inc. PY 2023 · ESOP
Charleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership Plan · $6M · 32 · 46th
- EOY $6M
- EOY 32
- EOY 46th
- EOY ESOP
- EOY near Bartlett Brainard Eacott, Inc. Employee Stock Ownership Plan
- EOY ind #9003
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 →
Charleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership Plan in the asset neighbourhood
Charleston/Orwig, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Charleston/Orwig, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 19.26605504587156% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 32 | $5M |
| 2023 | 1 | 32 | $6M |
| 2024 | 1 | 35 | $7M |
Charleston/Orwig, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $127K |
| Employer EIN | 391733783 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
- 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
Charleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is Bartlett Brainard Eacott, Inc. Employee Stock Ownership Plan in CT ($6M); by covered participants it is Home Science Tools Employee Stock Ownership Plan in MT (32 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (32 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.