ESOP · DOL Form 5500 · 2022

Helwig Carbon Products, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
202
Participants Below avg headcount
61st
Percentile by assets National rank
$41,873
Avg per participant Low balance/head
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Official DOL plan name: Helwig Carbon Products, Inc. Employee Stock Ownership Plan · Sponsored by Helwig Carbon Products, Inc. · Wisconsin · Manufacturing

$8M in assets, 202 participants

Helwig Carbon Products, Inc.'s Helwig Carbon Products, Inc. Employee Stock Ownership Plan reported $8M in total assets and 202 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #9,845 in Manufacturing (20,602 peers)

Coverage in Wisconsin

Helwig Carbon Products, Inc. Employee Stock Ownership Plan covers 202 participants in Wisconsin, about 36% of the average Wisconsin filer (state average ~563 per filing). Assets: $8M.

#9,845
in Manufacturing (20,602 peers)
+9.5%
assets growth YoY

Helwig Carbon Products, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Helwig Carbon Products, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,458,436 Top 39% higher than 61% of 139,123 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 2022

Helwig Carbon Products, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Helwig Carbon Products, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (202 participants).

Form 5500 schedule snapshot

Filing strip 390342040 · Helwig Carbon Products, Inc. PY 2022 · ESOP

Helwig Carbon Products, Inc. Employee Stock Ownership Plan · $8M · 202 · 61st

  • ASSETS $8M
  • PCT 202
  • EIN 61st
  • RANK ESOP
  • PHOTO near Comgraphics, Inc. Employee Stock Ownership Plan
  • IND ind #9845

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 →

Helwig Carbon Products, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Helwig Carbon Products, Inc. Employee Stock Ownership PlanHelwig Carbon Products, Inc.…$8MComgraphics, Inc. Employee Stock Ownership PlanComgraphics, Inc. Employee S…$8MLumber King, Inc. Employee Stock Ownership PlanLumber King, Inc. Employee S…$8MDental Designs Employee Stock Ownership PlanDental Designs Employee Stoc…$8MDental Designs Employee Stock Ownership PlanDental Designs Employee Stoc…$8M
End-of-year total assets ($M) among Helwig Carbon Products, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$5M
Net Income$990K
Employer EIN390342040
Plan Effective Date2014-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Helwig Carbon Products, Inc.)

Sponsor-wide plan assets over time

All Helwig Carbon Products, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 19.38649289136433% vs 2022
2023 filing year
$35M$40M$45M 20222023 $36M $42.9M ▲ +19.4%
Year Plans Participants Total Assets
2022 2 458 $36M
2023 2 469 $43M

Nearby ESOP Plans in Wisconsin

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

Helwig Carbon Products, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -10123 Total assets ($B) Participants Helwig Carbon Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.008458436 · Participants: 202Helwig Carbon Products, Inc. Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.652316726 · Participants: 5656Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.640316132 · Participants: 2608Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.29452491 · Participants: 1649Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.292527762 · Participants: 747Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.25846345 · Participants: 210Trachte Building Systems Employee Stock Ownership Plan
Helwig Carbon Products, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Helwig Carbon Products, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Helwig Carbon Products, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Comgraphics, Inc. Employee Stock Ownership Plan in IL ($8M); by covered participants it is Agrivision, Inc. Employee Stock Ownership Plan in CA (202 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (202 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Helwig Carbon Products, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Helwig Carbon Products, Inc. Employee Stock Ownership Plan grew at a solid clip - up 9.5% during 2022, from $8M to $8M. Reported net income was $990K.
How have Helwig Carbon Products, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Helwig Carbon Products, Inc.'s sponsor-wide assets grew 19.4%, from $36M to $43M.
Which ESOP plans are similar in size to Helwig Carbon Products, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Comgraphics, Inc. Employee Stock Ownership Plan in IL ($8M, 43 participants).
Which ESOP plans cover a similar participant headcount to Helwig Carbon Products, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Agrivision, Inc. Employee Stock Ownership Plan in CA (202 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390342040.

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.