ESOP · DOL Form 5500 · 2023

Neu Tool & Supply Corp ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
38
Participants Small participant base
67th
Percentile by assets National rank
$390,329
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Neu Tool & Supply Corp Employee Stock Ownership Plan · Sponsored by Neu Tool & Supply Corp · Wisconsin · Manufacturing

$15M in assets, 38 participants

Neu Tool & Supply Corp's Neu Tool & Supply Corp Employee Stock Ownership Plan reported $15M in total assets and 38 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #10,371 in Manufacturing (18,722 peers)

Neu Tool & Supply Corp multi-year trail

Neu Tool & Supply Corp's plans moved +79.7% in assets from 2022 to 2024; this filing shows Neu Tool & Supply Corp Employee Stock Ownership Plan at $15M / 38 participants.

#10,371
in Manufacturing (18,722 peers)
+46.7%
assets growth YoY

Neu Tool & Supply Corp Employee Stock Ownership Plan's outsized position by total assets

Neu Tool & Supply Corp Employee Stock Ownership Plan vs every filed plan by assets

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

$14,832,500 Top 33% higher than 67% 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

Neu Tool & Supply Corp 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. Neu Tool & Supply Corp Employee Stock Ownership Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Neu Tool & Supply Corp Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Neu Tool & Supply Corp Employee Stock Ownership Plan reported net income fell from $6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Neu Tool & Supply Corp Employee Stock Ownership Plan reported participants fell from 40 in the plan year 2022 filing to 38 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391101277 · Neu Tool & Supply Corp PY 2023 · ESOP

Neu Tool & Supply Corp Employee Stock Ownership Plan · $15M · 38 · 67th

  • PHOTO $15M
  • IND 38
  • EOY 67th
  • 5500 ESOP
  • ASSETS near Insource Software Solutions, Inc. Employee Stock Ownership Plan
  • PCT ind #10371

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 →

Neu Tool & Supply Corp Employee Stock Ownership Plan in the asset neighbourhood

Piece Management, Inc. Employee Stock Ownership PlanPiece Management, Inc. Emplo…$15MHi Nabor Supermarket Employee Stock Ownership PlanHi Nabor Supermarket Employe…$15ME.C.I., Inc. Employee Stock Ownership PlanE.C.I., Inc. Employee Stock …$15MNeu Tool & Supply Corp Employee Stock Ownership PlanNeu Tool & Supply Corp Emplo…$15MInsource Software Solutions, Inc. Employee Stock Ownership PlanInsource Software Solutions,…$15M
End-of-year total assets ($M) among Neu Tool & Supply Corp Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Neu Tool & Supply Corp multi-year asset trail

Sponsor-wide plan assets over time

All Neu Tool & Supply Corp plans reported in each filing year

Latest sponsor-wide plan assets
$18M 79.66316934487021% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $10.1M $18.2M ▲ +79.7%
Year Plans Participants Total Assets
2022 1 40 $10M
2023 1 38 $15M
2024 1 41 $18M

Neu Tool & Supply Corp filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$5M
Employer EIN391101277
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.

Neu Tool & Supply Corp Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Neu Tool & Supply Corp Employee Stock Ownership Plan, Total assets ($B): 0.0148325 · Participants: 38Neu Tool & Supply Corp 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
Neu Tool & Supply Corp Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Neu Tool & Supply Corp Employee Stock Ownership Plan side-by-side with 3 peers →

Neu Tool & Supply Corp Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Insource Software Solutions, Inc. Employee Stock Ownership Plan in VA ($15M); by covered participants it is Inberg-Miller Engineers Employee Stock Ownership Plan in WY (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Neu Tool & Supply Corp Employee Stock Ownership Plan assets move in 2023? ▼
Neu Tool & Supply Corp Employee Stock Ownership Plan surged - up 46.7% during 2023, from $10M to $15M. Reported net income was $5M.
How have Neu Tool & Supply Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Neu Tool & Supply Corp's sponsor-wide assets grew 79.7%, from $10M to $18M.
Which ESOP plans are similar in size to Neu Tool & Supply Corp Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Insource Software Solutions, Inc. Employee Stock Ownership Plan in VA ($15M, 54 participants).
Which ESOP plans cover a similar participant headcount to Neu Tool & Supply Corp Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Inberg-Miller Engineers Employee Stock Ownership Plan in WY (38 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 391101277.

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.