ESOP · DOL Form 5500 · 2023
Ayres Associates Inc ESOP
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 366
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $73,736
- Avg per participant Below avg balance/head
Official DOL plan name: Ayres Associates Inc 2012 Amended and Restated Employee Stock Ownership Plan · Sponsored by Ayres Associates Inc · Wisconsin · Professional & Technical Services
$27M in assets, 366 participants
Ayres Associates Inc's Ayres Associates Inc 2012 Amended and Restated Employee Stock Ownership Plan reported $27M in total assets and 366 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #15,855 in Professional & Technical Services (20,321 peers)
Where Ayres Associates Inc 2012 Amended and Restated Employee Stock Ownership Plan sits by assets
Ayres Associates Inc 2012 Amended and Restated Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $27M for 366 participants (~$73,736/participant), up 13.8% in 2023.
- #15,855
- in Professional & Technical Services (20,321 peers)
- +13.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Ayres Associates Inc 2012 Amended and Restated Employee Stock Ownership Plan's outsized position by total assets
Ayres Associates Inc 2012 Amended and Restated Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$26,987,443 Top 22% higher than 78% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Ayres Associates Inc 2012 Amended and Restated 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. Ayres Associates Inc 2012 Amended and Restated Employee Stock Ownership Plan sits mid-pack in the medium band (366 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ayres Associates Inc 2012 Amended and Restated Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Ayres Associates Inc 2012 Amended and Restated Employee Stock Ownership Plan end-of-year assets rose from $24M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- Ayres Associates Inc 2012 Amended and Restated Employee Stock Ownership Plan reported participants rose from 355 in the plan year 2022 filing to 366 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 390965082 · Ayres Associates Inc PY 2023 · ESOP
Ayres Associates Inc 2012 Amended and Restated Employee Stock Ownership Plan · $27M · 366 · 78th
- IND $27M
- EOY 366
- 5500 78th
- ASSETS ESOP
- PCT near The Solaray Corporation Employee Stock Ownership Plan
- EIN ind #15855
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 →
Ayres Associates Inc 2012 Amended and Restated Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $3M |
| Employer EIN | 390965082 |
| Plan Effective Date | 1972-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ayres Associates Inc)
Sponsor-wide plan assets over time
All Ayres Associates Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $110M 27.277405055480873% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 673 | $87M |
| 2023 | 2 | 713 | $100M |
| 2024 | 2 | 777 | $110M |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
- 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
Ayres Associates Inc 2012 Amended and Restated Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is The Solaray Corporation Employee Stock Ownership Plan in HI ($27M); by covered participants it is Bartlett & West, Inc. Employee Stock Ownership Plan in KS (366 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (366 participants); asset peers above are excluded.
- Bartlett & West, Inc. Employee Stock Ownership Plan (KS) 366 · 0 off
- O'neil Industries, Inc. Employee Stock Ownership Plan (IL) 365 · 1 off
- St. John Holdings Employee Stock Ownership Plan and Trust (PA) 365 · 1 off
- Structural Component Systems, Inc. Employee Stock Ownership Plan and Trust (NE) 367 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.