ESOP · DOL Form 5500 · 2023

Wausau Supply Co. ESOP

Data updated 2026-08-11

$315M
Total assets: 808
Participants: 96th
Percentile by assets: $389,933
Avg per participant

Official DOL plan name: Wausau Supply Company Employee Stock Ownership Plan · Sponsored by Wausau Supply Co. · Wisconsin · Wholesale Trade

$315M in assets, 808 participants

Wausau Supply Co.'s Wausau Supply Company Employee Stock Ownership Plan reported $315M in total assets and 808 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 127,072 plans)
#6,145 in Wholesale Trade (6,309 peers)

Where Wausau Supply Company Employee Stock Ownership Plan sits by assets

Wausau Supply Company Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $315M for 808 participants (~$389,933/participant), up 7.7% in 2023.

$315M
total plan assets (2023 EOY): 808
covered participants: 96th
percentile by assets (of 127,072 plans): $389,933
avg assets per participant

Wausau Supply Company Employee Stock Ownership Plan reported net income fell from $49M in the plan year 2022 filing to $23M in the plan year 2023 filing.
Wausau Supply Company Employee Stock Ownership Plan reported participants rose from 747 in the plan year 2022 filing to 808 in the plan year 2023 filing.
Wausau Supply Company Employee Stock Ownership Plan end-of-year assets rose from $293M in the plan year 2022 filing to $315M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Wisconsin

Industry

Wholesale Trade

Wausau Supply Company Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Wausau Supply Company Employee Stock Ownership Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$293M
Net Assets (End of Year)	$315M
Net Income	$23M
Employer EIN	390772342
Plan Effective Date	2001-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Wausau Supply Co.)

Total plan assets by year, all Wausau Supply Co. plans on file

Year	Plans	Participants	Total Assets
2022	2	1,600	$318M
2023	2	1,765	$346M
2024	2	1,815	$369M

Nearby ESOP Plans in Wisconsin

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

Wausau Supply Company 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
Hatco Corporation Employee Stock Ownership Plan $262M · 755

Compare Wausau Supply Company Employee Stock Own… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

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

Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan (AZ) $313M · 253
Emery Sapp Employee Stock Ownership Plan (MO) $313M · 1,947
Locke Supply Co. Employee Stock Ownership Plan (OK) $311M · 1,300
Brown Capital Management ESOP (MD) $320M · 35

Frequently Asked Questions

How did Wausau Supply Company Employee Stock Ownership Plan assets move in 2023? ▼

Wausau Supply Company Employee Stock Ownership Plan grew at a solid clip - up 7.7% during 2023, from $293M to $315M. Reported net income was $23M.

How have Wausau Supply Co. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Wausau Supply Co.'s sponsor-wide assets grew 15.9%, from $318M to $369M.

Where does Wausau Supply Company Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Wausau Supply Company Employee Stock Ownership Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which ESOP plans are similar in size to Wausau Supply Company Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan in AZ ($313M, 253 participants).

Next read for Wausau Supply Company Employee Stock Own…

Scale reading

Ways to act on Wausau Supply Company Employee Stock Ownership Plan's numbers.

By total assets, Wausau Supply Company Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
Wausau Supply Co.'s sponsor-wide assets have grown 15.9% since 2022 across 3 plan years on file. More Wholesale 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 390772342.