ESOP · DOL Form 5500 · 2023

Action Battery Wholesalers, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
35
Participants Small participant base
50th
Percentile by assets National rank
$192,861
Avg per participant Above avg balance/head
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Official DOL plan name: Action Battery Employee Stock Ownership Plan · Sponsored by Action Battery Wholesalers, Inc. · Wisconsin · Manufacturing

$7M in assets, 35 participants

Action Battery Wholesalers, Inc.'s Action Battery Employee Stock Ownership Plan reported $7M in total assets and 35 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #6,423 in Manufacturing (18,722 peers)

Action Battery Wholesalers, Inc. multi-year trail

Action Battery Wholesalers, Inc.'s plans moved +665.1% in assets from 2022 to 2024; this filing shows Action Battery Employee Stock Ownership Plan at $7M / 35 participants.

#6,423
in Manufacturing (18,722 peers)
+301.8%
assets growth YoY

Action Battery Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Action Battery Employee Stock Ownership Plan vs every filed plan by assets

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

$6,750,125 Top 50% higher than 50% 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

Action Battery 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. Action Battery Employee Stock Ownership Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Action Battery Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Action Battery Employee Stock Ownership Plan reported net income rose from -$43M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Action Battery Employee Stock Ownership Plan reported participants rose from 33 in the plan year 2022 filing to 35 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391650085 · Action Battery Wholesalers, Inc. PY 2023 · ESOP

Action Battery Employee Stock Ownership Plan · $7M · 35 · 50th

  • EIN $7M
  • EIN 35
  • EIN 50th
  • EIN ESOP
  • EIN near J. Kokolakis Contracting, Inc. Employee Stock Ownership Plan
  • EIN ind #6423

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 →

Action Battery Employee Stock Ownership Plan in the asset neighbourhood

Pinnacle Petroleum Employee Stock Ownership PlanPinnacle Petroleum Employee …$7MAction Battery Employee Stock Ownership PlanAction Battery Employee Stoc…$7MJ. Kokolakis Contracting, Inc. Employee Stock Ownership PlanJ. Kokolakis Contracting, In…$7MFirst National Bank of Clarksdale Employee Stock Ownership PlanFirst National Bank of Clark…$7MLbs Employee Stock Ownership PlanLbs Employee Stock Ownership…$7M
End-of-year total assets ($M) among Action Battery Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Action Battery Wholesalers, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Action Battery Wholesalers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 665.0889285714286% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $1.68M $12.9M ▲ +664.9%
Year Plans Participants Total Assets
2022 1 33 $2M
2023 1 35 $7M
2024 1 36 $13M

Action Battery Wholesalers, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$37M
Net Income$5M
Employer EIN391650085
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Action Battery Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Action Battery Employee Stock Ownership Plan, Total assets ($B): 0.006750125 · Participants: 35Action Battery 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
Action Battery Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants

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

Outside Wisconsin, the nearest ESOP by assets is J. Kokolakis Contracting, Inc. Employee Stock Ownership Plan in FL ($7M); by covered participants it is Albert Arno, Incorporated Employee Stock Ownership Plan in MO (35 participants). Same-state nearby plans are listed separately above.

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 Action Battery Employee Stock Ownership Plan assets move in 2023?
Action Battery Employee Stock Ownership Plan surged - up 301.8% during 2023, from $2M to $7M. Reported net income was $5M.
How have Action Battery Wholesalers, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Action Battery Wholesalers, Inc.'s sponsor-wide assets grew 665.1%, from $2M to $13M.
Which ESOP plans are similar in size to Action Battery Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is J. Kokolakis Contracting, Inc. Employee Stock Ownership Plan in FL ($7M, 57 participants).
Which ESOP plans cover a similar participant headcount to Action Battery Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Albert Arno, Incorporated Employee Stock Ownership Plan in MO (35 participants, $5M in assets).