ESOP · DOL Form 5500 · 2023

Wenthe-Davidson Engineering Co. ESOP

Data updated 2026-08-11

$23M
Total assets: 221
Participants: 75th
Percentile by assets: $106,208
Avg per participant

Official DOL plan name: Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan · Sponsored by Wenthe-Davidson Engineering Co. · Wisconsin · Manufacturing

$23M in assets, 221 participants

Wenthe-Davidson Engineering Co.'s Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan reported $23M in total assets and 221 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

75th percentile by assets (of 127,072 plans)
#12,374 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan covers 221 participants in Wisconsin, about 39% of the average Wisconsin filer (state average ~563 per filing). Assets: $23M.

$23M
total plan assets (2023 EOY): 221
covered participants: 75th
percentile by assets (of 127,072 plans): $106,208
avg assets per participant

Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan reported net income fell from $5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.
Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan reported participants fell from 237 in the plan year 2022 filing to 221 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. Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan reports 221 participants - about 39% of that state average ($23M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)	$20M
Net Assets (End of Year)	$12M
Net Income	$4M
Employer EIN	390696715
Plan Effective Date	1984-08-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Wenthe-Davidson Engineering Co.)

Total plan assets by year, all Wenthe-Davidson Engineering Co. plans on file

Year	Plans	Participants	Total Assets
2022	2	422	$34M
2023	2	415	$40M
2024	2	380	$43M

Nearby ESOP Plans in Wisconsin

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

Wenthe-Davidson Engineering Co. 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 Wenthe-Davidson Engineering Co. Employee… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan by total assets, not by location.

True Air Mechanical, Inc. Employee Stock Ownership Plan (CA) $23M · 195
Stress Engineering Services, Inc. Employee Stock Ownership Plan (TX) $24M · 255
National Distribution Service Employee Stock Ownership Plan (MO) $24M · 32
Harold Beck & Sons, Inc. Employee Stock Ownership Plan (PA) $23M · 118

Frequently Asked Questions

How did Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan assets move in 2023? ▼

Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan grew sharply - up 17.6% during 2023, from $20M to $23M. Reported net income was $4M.

How have Wenthe-Davidson Engineering Co. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Wenthe-Davidson Engineering Co.'s sponsor-wide assets grew 24.3%, from $34M to $43M.

Where does Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan ranks in the 75th 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 Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is True Air Mechanical, Inc. Employee Stock Ownership Plan in CA ($23M, 195 participants).

Next read for Wenthe-Davidson Engineering Co. Employee…

Filing takeaways

Ways to act on Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan's numbers.

By total assets, Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
Wenthe-Davidson Engineering Co.'s sponsor-wide assets have grown 24.3% 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 390696715.