ESOP · DOL Form 5500 · 2023

American Enterprises International, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
7
Participants Small participant base
39th
Percentile by assets National rank
$539,380
Avg per participant High balance/head
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Official DOL plan name: American Enterprises International, Inc. ESOP & Profit Sharing Plan · Sponsored by American Enterprises International, Inc. · Wisconsin · Finance & Insurance

$4M in assets, 7 participants

American Enterprises International, Inc.'s American Enterprises International, Inc. ESOP & Profit Sharing Plan reported $4M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,448 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

American Enterprises International, Inc. ESOP & Profit Sharing Plan holds $4M for 7 participants - about $539,380 per participant, in the lower half of filed plans by assets.

#2,448
in Finance & Insurance (8,869 peers)
-1.9%
assets change YoY

The plan reported a net loss of $73K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

American Enterprises International, Inc. ESOP & Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

American Enterprises International, Inc. ESOP & Profit Sharing Plan vs every filed plan by assets

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

$3,775,663 39th percentile higher than 39% 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

American Enterprises International, Inc. ESOP & Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Enterprises International, Inc. ESOP & Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Enterprises International, Inc. ESOP & Profit Sharing Plan reported net income rose from -$401K in the plan year 2022 filing to -$73K in the plan year 2023 filing.
  • American Enterprises International, Inc. ESOP & Profit Sharing Plan reported participants fell from 10 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • American Enterprises International, Inc. ESOP & Profit Sharing Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 390896586 · American Enterprises International, Inc. PY 2023 · ESOP

American Enterprises International, Inc. ESOP & Profit Sharing Plan · $4M · 7 · 39th

  • IND $4M
  • EOY 7
  • 5500 39th
  • ASSETS ESOP
  • PCT near Cornforth Consultants ESOP
  • EIN ind #2448

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 →

American Enterprises International, Inc. ESOP & Profit Sharing Plan in the asset neighbourhood

American Enterprises International, Inc. ESOP & Profit Sharing PlanAmerican Enterprises Interna…$4MCornforth Consultants ESOP$4MItalix Company, Inc. Employee Stock Ownership PlanItalix Company, Inc. Employe…$4MT.C. Millwork Holdings, Inc. Employee Stock Ownership PlanT.C. Millwork Holdings, Inc.…$4MSchena Roofing & Sheet Metal Company, Inc. Employee Stock Ownership PlanSchena Roofing & Sheet Metal…$4M
End-of-year total assets ($M) among American Enterprises International, Inc. ESOP & Profit Sharing Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$73K
Employer EIN390896586
Plan Effective Date1964-01-09
Filing StatusFILING RECEIVED

Sponsor Plan History (American Enterprises International, Inc.)

Sponsor-wide plan assets over time

All American Enterprises International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 4.469354880615241% vs 2022
2024 filing year
$3.7M$3.8M$3.9M$4M$4.1M 202220232024 $3.85M $4.02M ▲ +4.4%
Year Plans Participants Total Assets
2022 1 10 $4M
2023 1 7 $4M
2024 1 7 $4M

Nearby ESOP Plans in Wisconsin

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

American Enterprises International, Inc. ESOP & Profit Sharing Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants American Enterprises International, Inc. ESOP & Profit Sharing Plan, Total assets ($B): 0.003775663 · Participants: 7American Enterprises International, Inc. ESOP & Profit Sharing 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
American Enterprises International, Inc. ESOP & Profit Sharing Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare American Enterprises International, Inc. ESOP & Profit Sharing Plan side-by-side with 3 peers →

American Enterprises International, Inc. ESOP & Profit Sharing Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Cornforth Consultants ESOP in OR ($4M); by covered participants it is Efs Wealth Management Employee Stock Ownership Plan in IA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 American Enterprises International, Inc. ESOP & Profit Sharing Plan assets move in 2023? ▼
American Enterprises International, Inc. ESOP & Profit Sharing Plan edged down modestly - down 1.9% during 2023, from $4M to $4M. Reported net income was -$73K.
How have American Enterprises International, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Enterprises International, Inc.'s sponsor-wide assets grew 4.5%, from $4M to $4M.
Which ESOP plans are similar in size to American Enterprises International, Inc. ESOP & Profit Sharing Plan? ▼
Among ESOP plans in other states, the closest by assets is Cornforth Consultants ESOP in OR ($4M, 36 participants).
Which ESOP plans cover a similar participant headcount to American Enterprises International, Inc. ESOP & Profit Sharing Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Efs Wealth Management Employee Stock Ownership Plan in IA (7 participants, $3M 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 390896586.

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.