Other
2023 plan-year Other DOL Form 5500

Temperature Systems, Inc. Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Temperature Systems, Inc · Wisconsin · Wholesale Trade

What the 2023 filing shows

Temperature Systems, Inc. Employee Stock Ownership Plan holds $50M for 67 participants — about $740,443 per participant, down 10.0% over the 2023 plan year.

$50M
total plan assets (2023 EOY)
67
covered participants
$740,443
avg assets per participant
-10.0%
assets change YoY

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.

Total Assets (2023)
$50M
Participants
67
State
Industry
Wholesale Trade

What the Filing Says About Temperature Systems, Inc. Employee Stock Ownership Plan

Temperature Systems, Inc. Employee Stock Ownership Plan is a Other retirement plan sponsored by Temperature Systems, Inc, headquartered in Wisconsin. As of the 2023 Form 5500 filing, the plan reports $50M in total end-of-year assets and covers 67 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 390763005, and the plan has been effective since 1984-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $55M at the beginning of 2023 to $50M at year-end — a decline of 10.0%. Net assets (after liabilities) closed the year at $38M, with reported net income of $-5,234,405 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$55M
Total Assets (End of Year)$50M
Net Assets (End of Year)$38M
Net Income$-5,234,405
Plan TypeOther
Employer EIN390763005
Plan Effective Date1984-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Temperature Systems, Inc)

Year Plans Participants Total Assets
2022 2 179 $65M
2023 2 149 $58M
2024 2 195 $57M

Nearby Other Plans in Wisconsin

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

Frequently Asked Questions

How much money is in the Temperature Systems, Inc. Employee Stock Ownership Plan?
As of the 2023 Form 5500 filing, Temperature Systems, Inc. Employee Stock Ownership Plan holds $50M in total assets with 67 participants. It is sponsored by Temperature Systems, Inc.
What type of plan is Temperature Systems, Inc. Employee Stock Ownership Plan?
Temperature Systems, Inc. Employee Stock Ownership Plan is a Other plan. It has been effective since 1984-05-01. The plan is filed with the U.S. Department of Labor under EIN 390763005.
Who sponsors the Temperature Systems, Inc. Employee Stock Ownership Plan?
Temperature Systems, Inc. Employee Stock Ownership Plan is sponsored by Temperature Systems, Inc, located in Wisconsin. The sponsor's EIN is 390763005 and the plan operates in the Wholesale Trade industry.
How did Temperature Systems, Inc. Employee Stock Ownership Plan perform in 2023?
Temperature Systems, Inc. Employee Stock Ownership Plan declined by 10.0% during 2023, moving from $55M to $50M in total assets. Net income was $-5,234,405.
Where can I find official filings for Temperature Systems, Inc. Employee Stock Ownership Plan?
Official Form 5500 filings for Temperature Systems, Inc. Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 390763005 or plan name at efast.dol.gov.
How does Temperature Systems, Inc. Employee Stock Ownership Plan compare to other plans?
You can compare Temperature Systems, Inc. Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 390763005.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.