ESOP · DOL Form 5500 · 2023
Ownersedge Inc. ESOP
Data updated 2026-08-11
- $76M
- Total assets
- 277
- Participants
- 89th
- Percentile by assets
- $276,057
- Avg per participant
Official DOL plan name: Ownersedge Employee Stock Ownership Plan · Sponsored by Ownersedge Inc. · Wisconsin · Information & Media
$76M in assets, 277 participants
Ownersedge Inc.'s Ownersedge Employee Stock Ownership Plan reported $76M in total assets and 277 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- 89th percentile by assets (of 127,072 plans)
- #2,385 in Information & Media (2,818 peers)
Coverage in Wisconsin
Ownersedge Employee Stock Ownership Plan covers 277 participants in Wisconsin, about 49% of the average Wisconsin filer (state average ~563 per filing). Assets: $76M.
- $76M
- total plan assets (2023 EOY)
- 277
- covered participants
- 89th
- percentile by assets (of 127,072 plans)
- $276,057
- avg assets per participant
Where Ownersedge Employee Stock Ownership Plan sits by total assets
Ownersedge Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$76,467,840 Top 11% higher than 89% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ownersedge Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Ownersedge Employee Stock Ownership Plan end-of-year assets rose from $69M in the plan year 2022 filing to $76M in the plan year 2023 filing.
- Ownersedge Employee Stock Ownership Plan reported participants rose from 258 in the plan year 2022 filing to 277 in the plan year 2023 filing.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Ownersedge Employee Stock Ownership Plan reports 277 participants - about 49% of that state average ($76M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $69M |
|---|---|
| Net Assets (End of Year) | $61M |
| Net Income | $7M |
| Employer EIN | 472035141 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ownersedge Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 586 | $87M |
| 2023 | 2 | 593 | $97M |
| 2024 | 2 | 563 | $107M |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
Ownersedge 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
- Wausau Supply Company Employee Stock Ownership Plan $315M · 808
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Ownersedge Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Ownersedge Employee Stock Ownership Plan assets move in 2023? ▼
How have Ownersedge Inc. plan assets changed over time? ▼
Where does Ownersedge Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Ownersedge Employee Stock Ownership Plan? ▼
Next read for Ownersedge Employee Stock Ownership Plan
Filing takeaways
Ways to act on Ownersedge Employee Stock Ownership Plan's numbers.
- By total assets, Ownersedge Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
- Ownersedge Inc.'s sponsor-wide assets have grown 22.7% since 2022 across 3 plan years on file. More Information & Media plans