ESOP · DOL Form 5500 · 2023

Wausau Supply Co. ESOP

Data updated 2026-08-25

$315M
Total assets Above avg plan size
808
Participants Near avg headcount
96th
Percentile by assets National rank
$389,933
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#6,145
in Wholesale Trade (6,309 peers)
+7.7%
assets growth YoY
3.2×
vs typical plan assets (national mean)

Wausau Supply Company Employee Stock Ownership Plan's outsized position by total assets

Wausau Supply Company Employee Stock Ownership Plan vs every filed plan by assets

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

$315,065,650 Top 4% higher than 96% 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

Wausau Supply Company 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. Wausau Supply Company Employee Stock Ownership Plan sits mid-pack in the medium band (808 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

DOL schedule card

Filing strip 390772342 · Wausau Supply Co. PY 2023 · ESOP

Wausau Supply Company Employee Stock Ownership Plan · $315M · 808 · 96th

  • ASSETS $315M
  • ASSETS 808
  • ASSETS 96th
  • ASSETS ESOP
  • ASSETS near Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan
  • ASSETS ind #6145

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 →

Wausau Supply Company Employee Stock Ownership Plan in the asset neighbourhood

Brown Capital Management ESOP$320MWausau Supply Company Employee Stock Ownership PlanWausau Supply Company Employ…$315MSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanSpencer's Air Conditioning &…$313MEmery Sapp Employee Stock Ownership PlanEmery Sapp Employee Stock Ow…$313MLocke Supply Co. Employee Stock Ownership PlanLocke Supply Co. Employee St…$311M
End-of-year total assets ($M) among Wausau Supply Company 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)$293M
Net Assets (End of Year)$315M
Net Income$23M
Employer EIN390772342
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wausau Supply Co.)

Sponsor-wide plan assets over time

All Wausau Supply Co. plans reported in each filing year

Latest sponsor-wide plan assets
$369M 15.858817687298052% vs 2022
2024 filing year
$300M$320M$340M$360M$380M 202220232024 $318M $369M ▲ +15.9%
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 Scatter plot of 6 data points. -200002000400060008000 01234 Total assets ($B) Participants Wausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.31506565 · Participants: 808Wausau Supply Company 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 PlanHatco Corporation Employee Stock Ownership Plan, Total assets ($B): 0.26201653 · Participants: 755Hatco Corporation Employee Stock Ownership Plan
Wausau Supply Company Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Wausau Supply Company Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan in AZ ($313M); by covered participants it is Community Trust Bancorp Inc Employee Stock Ownership Plan in KY (809 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (808 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 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).
Which ESOP plans cover a similar participant headcount to Wausau Supply Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Community Trust Bancorp Inc Employee Stock Ownership Plan in KY (809 participants, $35M 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 390772342.

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.