ESOP · DOL Form 5500 · 2023
Martenson & Eisele Inc ESOP
Data updated 2026-08-25
- $478K
- Total assets Small plan by assets
- 24
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $19,912
- Avg per participant Low balance/head
Official DOL plan name: Martenson & Eisele, Inc. Employee Stock Ownership Plan · Sponsored by Martenson & Eisele Inc · Wisconsin · Professional & Technical Services
$478K in assets, 24 participants
Martenson & Eisele Inc's Martenson & Eisele, Inc. Employee Stock Ownership Plan reported $478K in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.
- #2,673 in Professional & Technical Services (20,321 peers)
Martenson & Eisele Inc multi-year trail
Martenson & Eisele Inc's plans moved -36.0% in assets from 2022 to 2024; this filing shows Martenson & Eisele, Inc. Employee Stock Ownership Plan at $478K / 24 participants.
- #2,673
- in Professional & Technical Services (20,321 peers)
- -6.8%
- assets change YoY
The plan reported a net loss of $43K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Martenson & Eisele, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Martenson & Eisele, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$477,893 18th percentile higher than 18% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Martenson & Eisele, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Martenson & Eisele, Inc. Employee Stock Ownership Plan is a small filing (24 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Martenson & Eisele, Inc. Employee Stock Ownership Plan reported net income fell from -$10K in the plan year 2022 filing to -$43K in the plan year 2023 filing.
- Martenson & Eisele, Inc. Employee Stock Ownership Plan end-of-year assets fell from $513K in the plan year 2022 filing to $478K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 391284511 · Martenson & Eisele Inc PY 2023 · ESOP
Martenson & Eisele, Inc. Employee Stock Ownership Plan · $478K · 24 · 18th
- NET $478K
- NET 24
- NET 18th
- NET ESOP
- NET near Valdez Construction, Inc. Employee Stock Ownership Plan
- NET ind #2673
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 →
Martenson & Eisele, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Martenson & Eisele Inc multi-year asset trail
Sponsor-wide plan assets over time
All Martenson & Eisele Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $328K 36.024959817736374% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 24 | $513K |
| 2023 | 1 | 24 | $478K |
| 2024 | 1 | 22 | $328K |
Martenson & Eisele Inc filing trail (2023)
| Total Assets (Beginning of Year) | $513K |
|---|---|
| Net Assets (End of Year) | $464K |
| Net Income | -$43K |
| Employer EIN | 391284511 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
- 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
- Wausau Supply Company Employee Stock Ownership Plan $315M · 808
Martenson & Eisele, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is Valdez Construction, Inc. Employee Stock Ownership Plan in WA ($481K); by covered participants it is Valador, Inc. Employee Stock Bonus Plan in WV (24 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($478K here).
Similar participant headcount
Nearest other-state filings by covered participants (24 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.