ESOP · DOL Form 5500 · 2023

Temperature Systems, Inc ESOP

Data updated 2026-08-25

$50M
Total assets Below avg plan size
67
Participants Small participant base
85th
Percentile by assets National rank
$740,443
Avg per participant High balance/head
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Official DOL plan name: Temperature Systems, Inc. Employee Stock Ownership Plan · Sponsored by Temperature Systems, Inc · Wisconsin · Wholesale Trade

$50M in assets, 67 participants

Temperature Systems, Inc's Temperature Systems, Inc. Employee Stock Ownership Plan reported $50M in total assets and 67 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #5,467 in Wholesale Trade (6,309 peers)

Where Temperature Systems, Inc. Employee Stock Ownership Plan sits by assets

Temperature Systems, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $50M for 67 participants (~$740,443/participant), down 10.0% in 2023.

#5,467
in Wholesale Trade (6,309 peers)
-10.0%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Temperature Systems, Inc. Employee Stock Ownership Plan's outsized position by total assets

Temperature Systems, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$49,609,704 Top 15% higher than 85% 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

Temperature Systems, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Temperature Systems, Inc. Employee Stock Ownership Plan is a small filing (67 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Temperature Systems, Inc. Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2022 filing to -$5M in the plan year 2023 filing.
  • Temperature Systems, Inc. Employee Stock Ownership Plan reported participants fell from 89 in the plan year 2022 filing to 67 in the plan year 2023 filing.
  • Temperature Systems, Inc. Employee Stock Ownership Plan end-of-year assets fell from $55M in the plan year 2022 filing to $50M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 390763005 · Temperature Systems, Inc PY 2023 · ESOP

Temperature Systems, Inc. Employee Stock Ownership Plan · $50M · 67 · 85th

  • RANK $50M
  • PHOTO 67
  • IND 85th
  • EOY ESOP
  • 5500 near Premier System Integrators, Inc. Employee Stock Ownership Plan
  • ASSETS ind #5467

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 →

Temperature Systems, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Temperature Systems, Inc. Employee Stock Ownership PlanTemperature Systems, Inc. Em…$50MPremier System Integrators, Inc. Employee Stock Ownership PlanPremier System Integrators, …$50MWallner Expac Employer Stock Ownership PlanWallner Expac Employer Stock…$50MIndependence Holdings, Inc. Ihi Employee Stock Ownership PlanIndependence Holdings, Inc. …$50MJd2 Incorporated Employee Stock Ownership PlanJd2 Incorporated Employee St…$50M
End-of-year total assets ($M) among Temperature Systems, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$38M
Net Income-$5M
Employer EIN390763005
Plan Effective Date1984-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Temperature Systems, Inc)

Sponsor-wide plan assets over time

All Temperature Systems, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$57M 11.636531327462912% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $64.9M $57.3M ▼ -11.6%
Year Plans Participants Total Assets
2022 2 179 $65M
2023 2 149 $58M
2024 2 195 $57M

Nearby ESOP Plans in Wisconsin

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

Temperature Systems, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Temperature Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.049609704 · Participants: 67Temperature Systems, 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
Temperature Systems, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants

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

Outside Wisconsin, the nearest ESOP by assets is Premier System Integrators, Inc. Employee Stock Ownership Plan in TN ($50M); by covered participants it is The Transit Group, Inc. Employee Stock Ownership Plan in FL (67 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 Temperature Systems, Inc. Employee Stock Ownership Plan assets move in 2023?
Temperature Systems, Inc. Employee Stock Ownership Plan pulled back noticeably - down 10.0% during 2023, from $55M to $50M. Reported net income was -$5M.
How have Temperature Systems, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Temperature Systems, Inc's sponsor-wide assets declined 11.6%, from $65M to $57M.
Where does Temperature Systems, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Temperature Systems, Inc. Employee Stock Ownership Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Temperature Systems, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Premier System Integrators, Inc. Employee Stock Ownership Plan in TN ($50M, 199 participants).
Which ESOP plans cover a similar participant headcount to Temperature Systems, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is The Transit Group, Inc. Employee Stock Ownership Plan in FL (67 participants, N/A in assets).