ESOP · DOL Form 5500 · 2023

Total Water Treatment Systems, Inc. ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
104
Participants Small participant base
67th
Percentile by assets National rank
$139,441
Avg per participant Near avg balance/head
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Official DOL plan name: Total Water Treatment Systems, Inc. Employee Stock Ownership Plan · Sponsored by Total Water Treatment Systems, Inc. · Wisconsin · Utilities

$15M in assets, 104 participants

Total Water Treatment Systems, Inc.'s Total Water Treatment Systems, Inc. Employee Stock Ownership Plan reported $15M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #215 in Utilities (721 peers)

Coverage in Wisconsin

Total Water Treatment Systems, Inc. Employee Stock Ownership Plan covers 104 participants in Wisconsin, about 18% of the average Wisconsin filer (state average ~563 per filing). Assets: $15M.

#215
in Utilities (721 peers)
+14.1%
assets growth YoY

Total Water Treatment Systems, Inc. Employee Stock Ownership Plan's outsized position by total assets

Total Water Treatment Systems, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$14,501,888 Top 33% higher than 67% 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

Total Water Treatment Systems, Inc. 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. Total Water Treatment Systems, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Total Water Treatment Systems, Inc. Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Total Water Treatment Systems, Inc. Employee Stock Ownership Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Total Water Treatment Systems, Inc. Employee Stock Ownership Plan reported participants fell from 117 in the plan year 2022 filing to 104 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391767752 · Total Water Treatment Systems, Inc. PY 2023 · ESOP

Total Water Treatment Systems, Inc. Employee Stock Ownership Plan · $15M · 104 · 67th

  • EIN $15M
  • EIN 104
  • EIN 67th
  • EIN ESOP
  • EIN near Design Electric, Inc. Employee Stock Ownership Plan
  • EIN ind #215

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 →

Total Water Treatment Systems, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Pridgeon & Clay, Inc Employee Stock Ownership PlanPridgeon & Clay, Inc Employe…$15MSymmes Maini & Mckee Associates, Inc. Employee Stock Ownership PlanSymmes Maini & Mckee Associa…$15MTotal Water Treatment Systems, Inc. Employee Stock Ownership PlanTotal Water Treatment System…$15MDesign Electric, Inc. Employee Stock Ownership PlanDesign Electric, Inc. Employ…$15MG & E Roofing Company, Inc. Employee Stock Ownership PlanG & E Roofing Company, Inc. …$14M
End-of-year total assets ($M) among Total Water Treatment Systems, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN391767752
Plan Effective Date2003-09-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Total Water Treatment Systems, Inc.)

Sponsor-wide plan assets over time

All Total Water Treatment Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 39.37642405872642% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $16.5M $23M ▲ +39.4%
Year Plans Participants Total Assets
2022 2 224 $16M
2023 2 255 $19M
2024 2 327 $23M

Nearby ESOP Plans in Wisconsin

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

Total Water Treatment Systems, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Total Water Treatment Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.014501888 · Participants: 104Total Water Treatment Systems, Inc. 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
Total Water Treatment Systems, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Total Water Treatment Systems, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Total Water Treatment Systems, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Design Electric, Inc. Employee Stock Ownership Plan in VA ($15M); by covered participants it is Ffb Bancorp Employee Stock Ownership Plan in CA (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Total Water Treatment Systems, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Total Water Treatment Systems, Inc. Employee Stock Ownership Plan grew at a solid clip - up 14.1% during 2023, from $13M to $15M. Reported net income was $2M.
How have Total Water Treatment Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Total Water Treatment Systems, Inc.'s sponsor-wide assets grew 39.4%, from $16M to $23M.
Which ESOP plans are similar in size to Total Water Treatment Systems, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Design Electric, Inc. Employee Stock Ownership Plan in VA ($15M, 122 participants).
Which ESOP plans cover a similar participant headcount to Total Water Treatment Systems, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ffb Bancorp Employee Stock Ownership Plan in CA (104 participants, $14M 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 391767752.

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.