ESOP · DOL Form 5500 · 2023

Weidert Group, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
36
Participants Small participant base
35th
Percentile by assets National rank
$78,300
Avg per participant Below avg balance/head
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Official DOL plan name: Weidert Group, Inc. Employee Stock Ownership Plan · Sponsored by Weidert Group, Inc. · Wisconsin · Professional & Technical Services

$3M in assets, 36 participants

Weidert Group, Inc.'s Weidert Group, Inc. Employee Stock Ownership Plan reported $3M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,399 in Professional & Technical Services (20,321 peers)

Weidert Group, Inc. multi-year trail

Weidert Group, Inc.'s plans moved -11.0% in assets from 2022 to 2024; this filing shows Weidert Group, Inc. Employee Stock Ownership Plan at $3M / 36 participants.

#6,399
in Professional & Technical Services (20,321 peers)
+2.8%
assets growth YoY

Weidert Group, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Weidert Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,818,796 35th percentile higher than 35% 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

Weidert Group, 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. Weidert Group, Inc. Employee Stock Ownership Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Weidert Group, Inc. Employee Stock Ownership Plan reported net income fell from $165K in the plan year 2022 filing to $92K in the plan year 2023 filing.
  • Weidert Group, Inc. Employee Stock Ownership Plan reported participants rose from 33 in the plan year 2022 filing to 36 in the plan year 2023 filing.
  • Weidert Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391508459 · Weidert Group, Inc. PY 2023 · ESOP

Weidert Group, Inc. Employee Stock Ownership Plan · $3M · 36 · 35th

  • PHOTO $3M
  • PHOTO 36
  • PHOTO 35th
  • PHOTO ESOP
  • PHOTO near Heath Ceramics Employee Stock Ownership Plan
  • PHOTO ind #6399

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 →

Weidert Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Belden Employee Stock Ownership PlanBelden Employee Stock Owners…$3MWeidert Group, Inc. Employee Stock Ownership PlanWeidert Group, Inc. Employee…$3MHeath Ceramics Employee Stock Ownership PlanHeath Ceramics Employee Stoc…$3MEckroth Music Co. Employee Stock Ownership PlanEckroth Music Co. Employee S…$3MDigital Assurance Certification Employee Stock Ownership PlanDigital Assurance Certificat…$3M
End-of-year total assets ($M) among Weidert Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Weidert Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Weidert Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 10.953919818098884% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M 202220232024 $2.74M $2.44M ▼ -10.9%
Year Plans Participants Total Assets
2022 1 33 $3M
2023 1 36 $3M
2024 1 39 $2M

Weidert Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income$92K
Employer EIN391508459
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Weidert Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Weidert Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002818796 · Participants: 36Weidert Group, 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
Weidert Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Weidert Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Heath Ceramics Employee Stock Ownership Plan in CA ($3M); by covered participants it is Hydro-Chem Systems, Inc. Employee Stock Ownership Plan in MI (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Weidert Group, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Weidert Group, Inc. Employee Stock Ownership Plan edged up modestly - up 2.8% during 2023, from $3M to $3M. Reported net income was $92K.
How have Weidert Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Weidert Group, Inc.'s sponsor-wide assets declined 11.0%, from $3M to $2M.
Which ESOP plans are similar in size to Weidert Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Heath Ceramics Employee Stock Ownership Plan in CA ($3M, 170 participants).
Which ESOP plans cover a similar participant headcount to Weidert Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hydro-Chem Systems, Inc. Employee Stock Ownership Plan in MI (36 participants, $6M 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 391508459.

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.