ESOP · DOL Form 5500 · 2023

Entwistle Metal Fabricating, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
9
Participants Small participant base
35th
Percentile by assets National rank
$310,988
Avg per participant High balance/head
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Official DOL plan name: Entwistle Metal Fabricating Employee Stock Ownership Plan · Sponsored by Entwistle Metal Fabricating, Inc. · Wisconsin · Manufacturing

$3M in assets, 9 participants

Entwistle Metal Fabricating, Inc.'s Entwistle Metal Fabricating Employee Stock Ownership Plan reported $3M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #3,453 in Manufacturing (18,722 peers)

2023 asset change

Entwistle Metal Fabricating Employee Stock Ownership Plan grew at a solid clip 12.2% in 2023 ($2M → $3M) for 9 participants.

#3,453
in Manufacturing (18,722 peers)
+12.2%
assets growth YoY

Entwistle Metal Fabricating Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Entwistle Metal Fabricating Employee Stock Ownership Plan vs every filed plan by assets

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

$2,798,891 35th percentile higher than 35% 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

Entwistle Metal Fabricating Employee Stock Ownership 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. Entwistle Metal Fabricating Employee Stock Ownership Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Entwistle Metal Fabricating Employee Stock Ownership Plan reported net income rose from $284K in the plan year 2022 filing to $401K in the plan year 2023 filing.
  • Entwistle Metal Fabricating Employee Stock Ownership Plan reported participants fell from 11 in the plan year 2022 filing to 9 in the plan year 2023 filing.
  • Entwistle Metal Fabricating Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391396608 · Entwistle Metal Fabricating, Inc. PY 2023 · ESOP

Entwistle Metal Fabricating Employee Stock Ownership Plan · $3M · 9 · 35th

  • PHOTO $3M
  • IND 9
  • EOY 35th
  • 5500 ESOP
  • ASSETS near Cem Machine, Inc. Employee Stock Ownership Plan and Trust
  • PCT ind #3453

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 →

Entwistle Metal Fabricating Employee Stock Ownership Plan in the asset neighbourhood

Entwistle Metal Fabricating Employee Stock Ownership PlanEntwistle Metal Fabricating …$3MCem Machine, Inc. Employee Stock Ownership Plan and TrustCem Machine, Inc. Employee S…$3MLawson Roofing Co., Inc. Employee Stock Ownership PlanLawson Roofing Co., Inc. Emp…$3MTillotson Enterprises, Inc. Employee Stock Ownership PlanTillotson Enterprises, Inc. …$3MFogle Pump & Supply, Inc. Employee Stock Ownership PlanFogle Pump & Supply, Inc. Em…$3M
End-of-year total assets ($M) among Entwistle Metal Fabricating Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Entwistle Metal Fabricating, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Entwistle Metal Fabricating, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 1.6460940463168834% vs 2022
2024 filing year
$3.55M$3.6M$3.65M 202220232024 $3.63M $3.57M ▼ -1.7%
Year Plans Participants Total Assets
2022 2 24 $4M
2023 2 19 $4M
2024 2 19 $4M

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$401K
Employer EIN391396608
Plan Effective Date2009-03-25
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Entwistle Metal Fabricating Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Entwistle Metal Fabricating Employee Stock Ownership Plan, Total assets ($B): 0.002798891 · Participants: 9Entwistle Metal Fabricating 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
Entwistle Metal Fabricating Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Entwistle Metal Fabricating Employee Stock Ownership Plan side-by-side with 3 peers →

Entwistle Metal Fabricating Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Cem Machine, Inc. Employee Stock Ownership Plan and Trust in NY ($3M); by covered participants it is William F. Nelson Electric, Inc. Employee Stock Ownership Plan in MI (9 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 Entwistle Metal Fabricating Employee Stock Ownership Plan assets move in 2023? ▼
Entwistle Metal Fabricating Employee Stock Ownership Plan grew at a solid clip - up 12.2% during 2023, from $2M to $3M. Reported net income was $401K.
How have Entwistle Metal Fabricating, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Entwistle Metal Fabricating, Inc.'s sponsor-wide assets declined 1.6%, from $4M to $4M.
Which ESOP plans are similar in size to Entwistle Metal Fabricating Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Cem Machine, Inc. Employee Stock Ownership Plan and Trust in NY ($3M, 48 participants).
Which ESOP plans cover a similar participant headcount to Entwistle Metal Fabricating Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is William F. Nelson Electric, Inc. Employee Stock Ownership Plan in MI (9 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 391396608.

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.