ESOP · DOL Form 5500 · 2023

Buffalo Holding Company ESOP

Data updated 2026-08-11

$35M
Total assets
358
Participants
81st
Percentile by assets
$98,649
Avg per participant
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Official DOL plan name: Flywheel Employee Stock Ownership Plan · Sponsored by Buffalo Holding Company · Wisconsin · Retail Trade

$35M in assets, 358 participants

Buffalo Holding Company's Flywheel Employee Stock Ownership Plan reported $35M in total assets and 358 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • 81st percentile by assets (of 127,072 plans)
  • #7,517 in Retail Trade (8,414 peers)

Where Flywheel Employee Stock Ownership Plan sits by assets

Flywheel Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $35M for 358 participants (~$98,649/participant), down 7.7% in 2023.

$35M
total plan assets (2023 EOY)
358
covered participants
81st
percentile by assets (of 127,072 plans)
$98,649
avg assets per participant

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Flywheel Employee Stock Ownership Plan sits by total assets

Flywheel Employee Stock Ownership Plan vs every filed plan by assets

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

$35,316,331 Top 19% higher than 81% of 127,068 filed plans

This plan $0 $2,010,000,000 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

State
Wisconsin
Industry
Retail Trade

Flywheel Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Flywheel Employee Stock Ownership Plan outranks 81% 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)$38M
Net Assets (End of Year)$18M
Net Income-$1M
Employer EIN391649048
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Buffalo Holding Company)

$0M$20M$40M$60M$80M 202220232024 $15.5M $26.1M ▲ +68.1%
Total plan assets by year, all Buffalo Holding Company plans on file
Year Plans Participants Total Assets
2022 1 378 $16M
2023 2 774 $57M
2024 1 418 $26M

Nearby ESOP Plans in Wisconsin

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

Flywheel Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Flywheel Employee St…, Total assets ($B): 0.035316331 · Participants: 358Flywheel Employee St…Schreiber Foods, Inc…, Total assets ($B): 3.551413763 · Participants: 6108Schreiber Foods, Inc…Woodman's Employees'…, Total assets ($B): 0.700244908 · Participants: 2837Woodman's Employees'…Ki Employee Stock Ow…, Total assets ($B): 0.511365241 · Participants: 1624Ki Employee Stock Ow…Trachte Building Sys…, Total assets ($B): 0.331023295 · Participants: 228Trachte Building Sys…Wausau Supply Compan…, Total assets ($B): 0.31506565 · Participants: 808Wausau Supply Compan…
Flywheel Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Flywheel Employee Stock Ownership Plan side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Flywheel Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Flywheel Employee Stock Ownership Plan assets move in 2023? ▼
Flywheel Employee Stock Ownership Plan pulled back noticeably - down 7.7% during 2023, from $38M to $35M. Reported net income was -$1M.
How have Buffalo Holding Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Buffalo Holding Company's sponsor-wide assets grew 68.1%, from $16M to $26M.
Where does Flywheel Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Flywheel Employee Stock Ownership Plan ranks in the 81st 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 Flywheel Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is E&m Logistics Inc. Employee Stock Ownership Plan in NY ($35M, 177 participants).

Next read for Flywheel Employee Stock Ownership Plan

Scale reading

Ways to act on Flywheel Employee Stock Ownership Plan's numbers.

  • By total assets, Flywheel 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
  • Buffalo Holding Company's sponsor-wide assets have grown 68.1% since 2022 across 3 plan years on file. More Retail Trade 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 391649048.

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.