ESOP · DOL Form 5500 · 2023

Engineering Industries, Inc. ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
103
Participants Small participant base
72nd
Percentile by assets National rank
$183,494
Avg per participant Above avg balance/head
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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.

  • #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.

#11,448
in Manufacturing (18,722 peers)
+4.6%
assets growth YoY

Engineering Industries, Inc. Employee Stock Ownership Plan's outsized position by total assets

Engineering Industries, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$18,899,918 Top 28% higher than 72% 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

Engineering Industries, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Engineering Industries, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

DOL schedule card

Filing strip 391098063 · Engineering Industries, Inc. PY 2023 · ESOP

Engineering Industries, Inc. Employee Stock Ownership Plan · $19M · 103 · 72nd

  • ASSETS $19M
  • ASSETS 103
  • ASSETS 72nd
  • ASSETS ESOP
  • ASSETS near Mechanical Breakdown Protection, Inc. Employee Stock Ownership Plan
  • ASSETS ind #11448

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 →

Engineering Industries, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Delta Information Systems, Inc. Employee Stock Ownership PlanDelta Information Systems, I…$19MEnergy Control Technologies, Inc. Employee Stock Ownership PlanEnergy Control Technologies,…$19MTbm Consulting Group, Inc. Employee Stock Ownership PlanTbm Consulting Group, Inc. E…$19MMechanical Breakdown Protection, Inc. Employee Stock Ownership PlanMechanical Breakdown Protect…$19MEngineering Industries, Inc. Employee Stock Ownership PlanEngineering Industries, Inc.…$19M
End-of-year total assets ($M) among Engineering Industries, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$18M
Net Income$896K
Employer EIN391098063
Plan Effective Date1990-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Engineering Industries, Inc.)

Sponsor-wide plan assets over time

All Engineering Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 2.983860231056856% vs 2022
2024 filing year
$17.5M$18M$18.5M$19M 202220232024 $18.1M $18.6M ▲ +3.0%
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 Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Engineering Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.018899918 · Participants: 103Engineering Industries, Inc. 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
Engineering Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Engineering Industries, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Engineering Industries, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Mechanical Breakdown Protection, Inc. Employee Stock Ownership Plan in MO ($19M); by covered participants it is Dak Enterprises, Inc. Employee Stock Ownership Plan in OH (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 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).
Which ESOP plans cover a similar participant headcount to Engineering Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Dak Enterprises, Inc. Employee Stock Ownership Plan in OH (103 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 391098063.

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.