ESOP · DOL Form 5500 · 2023
Realityworks, Inc. ESOP
Data updated 2026-08-11
- $36M
- Total assets
- 60
- Participants
- 82nd
- Percentile by assets
- $603,278
- Avg per participant
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.
- 82nd percentile by assets (of 127,072 plans)
- #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.
- $36M
- total plan assets (2023 EOY)
- 60
- covered participants
- 82nd
- percentile by assets (of 127,072 plans)
- $603,278
- avg assets per participant
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.
Realityworks Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, Realityworks Employee Stock Ownership Plan outranks 82% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $6M |
| Employer EIN | 391868838 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Realityworks, Inc.)
| 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
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Realityworks Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Realityworks Employee Stock Ownership Plan assets move in 2023? ▼
How have Realityworks, Inc. plan assets changed over time? ▼
Where does Realityworks Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Next read for Realityworks Employee Stock Ownership Pl…
Scale reading
Ways to act on Realityworks Employee Stock Ownership Plan's numbers.
- By total assets, Realityworks 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
- Realityworks, Inc.'s sponsor-wide assets have grown 17.8% since 2022 across 2 plan years on file. More Manufacturing plans