ESOP · DOL Form 5500 · 2023

Realityworks, Inc. ESOP

Data updated 2026-08-25

$36M
Total assets Below avg plan size
60
Participants Small participant base
82nd
Percentile by assets National rank
$603,278
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Realityworks Employee Stock Ownership Plan · Sponsored by Realityworks, Inc. · Wisconsin · Manufacturing

$36M in assets, 60 participants

Realityworks, Inc.'s Realityworks Employee Stock Ownership Plan reported $36M in total assets and 60 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #13,893 in Manufacturing (18,722 peers)

Where Realityworks Employee Stock Ownership Plan sits by assets

Realityworks Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $36M for 60 participants (~$603,278/participant), up 17.8% in 2023.

#13,893
in Manufacturing (18,722 peers)
+17.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Realityworks Employee Stock Ownership Plan's outsized position by total assets

Realityworks Employee Stock Ownership Plan vs every filed plan by assets

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

$36,196,675 Top 18% higher than 82% 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

Realityworks 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. Realityworks Employee Stock Ownership Plan is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Realityworks Employee Stock Ownership Plan reported net income fell from $23M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Realityworks Employee Stock Ownership Plan end-of-year assets rose from $31M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Realityworks Employee Stock Ownership Plan reported participants fell from 68 in the plan year 2022 filing to 60 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391868838 · Realityworks, Inc. PY 2023 · ESOP

Realityworks Employee Stock Ownership Plan · $36M · 60 · 82nd

  • 5500 $36M
  • 5500 60
  • 5500 82nd
  • 5500 ESOP
  • 5500 near Tri Dal Employee Stock Ownership Plan
  • 5500 ind #13893

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 →

Realityworks Employee Stock Ownership Plan in the asset neighbourhood

Gmb Architecture & Engineering Employee Stock Ownership PlanGmb Architecture & Engineeri…$36MTri Dal Employee Stock Ownership PlanTri Dal Employee Stock Owner…$36MRealityworks Employee Stock Ownership PlanRealityworks Employee Stock …$36MEmbroidery Library, Inc Employee Stock Ownership Plan and TrustEmbroidery Library, Inc Empl…$36MReliable Community Bancshares, Inc. Employee Stock Ownership PlanReliable Community Bancshare…$36M
End-of-year total assets ($M) among Realityworks 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)$31M
Net Assets (End of Year)$30M
Net Income$6M
Employer EIN391868838
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Realityworks, Inc.)

Sponsor-wide plan assets over time

All Realityworks, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 17.779923680709516% vs 2022
2023 filing year
$30M$32M$34M$36M$38M 20222023 $30.7M $36.2M ▲ +17.8%
Year Plans Participants Total Assets
2022 1 68 $31M
2023 1 60 $36M

Nearby ESOP Plans in Wisconsin

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

Realityworks Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Realityworks Employee Stock Ownership Plan, Total assets ($B): 0.036196675 · Participants: 60Realityworks 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
Realityworks Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Realityworks Employee Stock Ownership Plan side-by-side with 3 peers →

Realityworks Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Tri Dal Employee Stock Ownership Plan in TX ($36M); by covered participants it is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 Realityworks Employee Stock Ownership Plan assets move in 2023? ▼
Realityworks Employee Stock Ownership Plan grew sharply - up 17.8% during 2023, from $31M to $36M. Reported net income was $6M.
How have Realityworks, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Realityworks, Inc.'s sponsor-wide assets grew 17.8%, from $31M to $36M.
Where does Realityworks Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Realityworks Employee Stock Ownership Plan ranks in the 82nd 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 Realityworks Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tri Dal Employee Stock Ownership Plan in TX ($36M, 212 participants).
Which ESOP plans cover a similar participant headcount to Realityworks Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (60 participants, $5M 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 391868838.

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.