ESOP · DOL Form 5500 · 2023

Buffalo Holding Company ESOP

Data updated 2026-08-25

$35M
Total assets Below avg plan size
358
Participants Below avg headcount
81st
Percentile by assets National rank
$98,649
Avg per participant Below avg balance/head
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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.

  • #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.

#7,517
in Retail Trade (8,414 peers)
-7.7%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

Flywheel Employee Stock Ownership Plan's outsized position 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 $2,050,000,000 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

Flywheel 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. Flywheel Employee Stock Ownership Plan sits mid-pack in the medium band (358 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Flywheel Employee Stock Ownership Plan reported net income fell from $20M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Flywheel Employee Stock Ownership Plan reported participants fell from 741 in the plan year 2022 filing to 358 in the plan year 2023 filing.
  • Flywheel Employee Stock Ownership Plan end-of-year assets fell from $38M in the plan year 2022 filing to $35M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 881040982 · Buffalo Holding Company PY 2023 · ESOP

Flywheel Employee Stock Ownership Plan · $35M · 358 · 81st

  • IND $35M
  • EOY 358
  • 5500 81st
  • ASSETS ESOP
  • PCT near E&m Logistics Inc. Employee Stock Ownership Plan
  • EIN ind #7517

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 →

Flywheel Employee Stock Ownership Plan in the asset neighbourhood

Mgc Contractors, Inc. Employee Stock Ownership PlanMgc Contractors, Inc. Employ…$35MFlywheel Employee Stock Ownership PlanFlywheel Employee Stock Owne…$35ME&m Logistics Inc. Employee Stock Ownership PlanE&m Logistics Inc. Employee …$35MCogent, Inc. Employee Stock Ownership PlanCogent, Inc. Employee Stock …$35MCommunity Trust Bancorp Inc Employee Stock Ownership PlanCommunity Trust Bancorp Inc …$35M
End-of-year total assets ($M) among Flywheel 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)$38M
Net Assets (End of Year)$18M
Net Income-$1M
Employer EIN881040982
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Buffalo Holding Company)

Sponsor-wide plan assets over time

All Buffalo Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
$43M 13.272408440440126% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $38.3M $43.3M ▲ +13.3%
Year Plans Participants Total Assets
2022 1 741 $38M
2023 1 358 $35M
2024 1 374 $43M

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 ($B) Participants Flywheel Employee Stock Ownership Plan, Total assets ($B): 0.035316331 · Participants: 358Flywheel 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
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 →

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

Outside Wisconsin, the nearest ESOP by assets is E&m Logistics Inc. Employee Stock Ownership Plan in NY ($35M); by covered participants it is Jenkins Services, Inc. & Affiliates Employee Stock Ownership Plan and Trust in VA (358 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (358 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 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 13.3%, from $38M to $43M.
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).
Which ESOP plans cover a similar participant headcount to Flywheel Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Jenkins Services, Inc. & Affiliates Employee Stock Ownership Plan and Trust in VA (358 participants, $8M 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 881040982.

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.