ESOP · DOL Form 5500 · 2023

Window Technology, Inc. ESOP

Data updated 2026-08-25

$27M
Total assets Below avg plan size
121
Participants Small participant base
78th
Percentile by assets National rank
$226,002
Avg per participant Above avg balance/head
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Official DOL plan name: Window Technology, Inc. Employee Stock Ownership Plan · Sponsored by Window Technology, Inc. · Missouri · Manufacturing

$27M in assets, 121 participants

Window Technology, Inc.'s Window Technology, Inc. Employee Stock Ownership Plan reported $27M in total assets and 121 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.

  • #12,965 in Manufacturing (18,722 peers)

Coverage in Missouri

Window Technology, Inc. Employee Stock Ownership Plan covers 121 participants in Missouri, about 16% of the average Missouri filer (state average ~737 per filing). Assets: $27M.

#12,965
in Manufacturing (18,722 peers)
+15.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Window Technology, Inc. Employee Stock Ownership Plan's outsized position by total assets

Window Technology, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$27,346,273 Top 22% higher than 78% 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

Window Technology, Inc. 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. Window Technology, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Window Technology, Inc. Employee Stock Ownership Plan reported net income fell from $8M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Window Technology, Inc. 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.
  • Window Technology, Inc. Employee Stock Ownership Plan reported participants rose from 111 in the plan year 2022 filing to 121 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 431587414 · Window Technology, Inc. PY 2023 · ESOP

Window Technology, Inc. Employee Stock Ownership Plan · $27M · 121 · 78th

  • BOY $27M
  • SCH 121
  • EBSA 78th
  • PART ESOP
  • TYPE near Adco Manufacturing Employee Stock Ownership Plan
  • NET ind #12965

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 Missouri →

Window Technology, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Baker Engineering and Risk Consultants, Inc. Employee Stock Ownership PlanBaker Engineering and Risk C…$27MNational Van Lines Employee Stock Ownership PlanNational Van Lines Employee …$27MWindow Technology, Inc. Employee Stock Ownership PlanWindow Technology, Inc. Empl…$27MAdco Manufacturing Employee Stock Ownership PlanAdco Manufacturing Employee …$27MModjeski and Masters Inc. Employee Stock Ownership PlanModjeski and Masters Inc. Em…$27M
End-of-year total assets ($M) among Window Technology, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN431587414
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Window Technology, Inc.)

Sponsor-wide plan assets over time

All Window Technology, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 27.401062543742444% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.3M $34.8M ▲ +27.4%
Year Plans Participants Total Assets
2022 2 222 $27M
2023 2 245 $32M
2024 2 280 $35M

Nearby ESOP Plans in Missouri

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

Window Technology, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Window Technology, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.027346273 · Participants: 121Window Technology, Inc. Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.708605759 · Participants: 8553Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.489427066 · Participants: 3651Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.442677383 · Participants: 560Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.429385855 · Participants: 2457Je Dunn Employee Stock Ownership Plan and TrustEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.312725972 · Participants: 1947Emery Sapp Employee Stock Ownership Plan
Window Technology, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Window Technology, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest ESOP by assets is Adco Manufacturing Employee Stock Ownership Plan in CA ($27M); by covered participants it is Advanced Manufacturing Group, Inc. Employee Stock Ownership Plan in OH (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Window Technology, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Window Technology, Inc. Employee Stock Ownership Plan grew sharply - up 15.8% during 2023, from $24M to $27M. Reported net income was $2M.
How have Window Technology, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Window Technology, Inc.'s sponsor-wide assets grew 27.4%, from $27M to $35M.
Where does Window Technology, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Window Technology, Inc. Employee Stock Ownership Plan ranks in the 78th 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 Window Technology, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Adco Manufacturing Employee Stock Ownership Plan in CA ($27M, 148 participants).
Which ESOP plans cover a similar participant headcount to Window Technology, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Advanced Manufacturing Group, Inc. Employee Stock Ownership Plan in OH (121 participants, $85K 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 431587414.

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.