ESOP · DOL Form 5500 · 2023

Engineering Industries, Inc. ESOP

Data updated 2026-08-11

$19M
Total assets: 103
Participants: 72nd
Percentile by assets: $183,494
Avg per participant

Official DOL plan name: Engineering Industries, Inc. Employee Stock Ownership Plan · Sponsored by Engineering Industries, Inc. · Wisconsin · Manufacturing

$19M in assets, 103 participants

Engineering Industries, Inc.'s Engineering Industries, Inc. Employee Stock Ownership Plan reported $19M in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

72nd percentile by assets (of 127,072 plans)
#11,448 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Engineering Industries, Inc. Employee Stock Ownership Plan covers 103 participants in Wisconsin, about 18% of the average Wisconsin filer (state average ~563 per filing). Assets: $19M.

$19M
total plan assets (2023 EOY): 103
covered participants: 72nd
percentile by assets (of 127,072 plans): $183,494
avg assets per participant

Engineering Industries, Inc. Employee Stock Ownership Plan reported participants rose from 75 in the plan year 2022 filing to 103 in the plan year 2023 filing.
Engineering Industries, Inc. Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2022 filing to $896K in the plan year 2023 filing.
Engineering Industries, Inc. Employee Stock Ownership Plan end-of-year assets rose from $18M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Wisconsin

Industry

Manufacturing

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Engineering Industries, Inc. Employee Stock Ownership Plan reports 103 participants - about 18% of that state average ($19M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)	$18M
Net Assets (End of Year)	$18M
Net Income	$896K
Employer EIN	391098063
Plan Effective Date	1990-02-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Engineering Industries, Inc.)

Total plan assets by year, all Engineering Industries, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	75	$18M
2023	1	103	$19M
2024	1	107	$19M

Nearby ESOP Plans in Wisconsin

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

Engineering Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants

Schreiber Foods, Inc. Employee Stock Ownership Plan $3.6B · 6,108
Woodman's Employees' Profit Sharing and Stock Ownership Plan $700M · 2,837
Ki Employee Stock Ownership Plan $511M · 1,624
Trachte Building Systems Employee Stock Ownership Plan $331M · 228
Wausau Supply Company Employee Stock Ownership Plan $315M · 808

Compare Engineering Industries, Inc. Employee St… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Engineering Industries, Inc. Employee Stock Ownership Plan by total assets, not by location.

Mechanical Breakdown Protection, Inc. Employee Stock Ownership Plan (MO) $19M · 39
Delta Information Systems, Inc. Employee Stock Ownership Plan (PA) $19M · 173
Energy Control Technologies, Inc. Employee Stock Ownership Plan (IA) $19M · 30
Tbm Consulting Group, Inc. Employee Stock Ownership Plan (NC) $19M · 51

Frequently Asked Questions

How did Engineering Industries, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Engineering Industries, Inc. Employee Stock Ownership Plan edged up modestly - up 4.6% during 2023, from $18M to $19M. Reported net income was $896K.

How have Engineering Industries, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Engineering Industries, Inc.'s sponsor-wide assets grew 3.0%, from $18M to $19M.

Which ESOP plans are similar in size to Engineering Industries, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Mechanical Breakdown Protection, Inc. Employee Stock Ownership Plan in MO ($19M, 39 participants).

Next read for Engineering Industries, Inc. Employee St…

Filing takeaways

Ways to act on Engineering Industries, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Engineering Industries, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
Engineering Industries, Inc.'s sponsor-wide assets have grown 3.0% since 2022 across 3 plan years on file. More Manufacturing plans

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 391098063.