ESOP · DOL Form 5500 · 2023

Share Corporation ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
28th
Percentile by assets National rank
$276,517
Avg per participant High balance/head
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Official DOL plan name: Share Corporation Employee Stock Ownership Trust · Sponsored by Share Corporation · Wisconsin · Manufacturing

$2M in assets, 6 participants

Share Corporation's Share Corporation Employee Stock Ownership Trust reported $2M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,508 in Manufacturing (18,722 peers)

Share Corporation multi-year trail

Share Corporation's plans moved +32.3% in assets from 2022 to 2024; this filing shows Share Corporation Employee Stock Ownership Trust at $2M / 6 participants.

#2,508
in Manufacturing (18,722 peers)
+11.0%
assets growth YoY

Share Corporation Employee Stock Ownership Trust among the smaller filed plans by assets

Share Corporation Employee Stock Ownership Trust vs every filed plan by assets

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

$1,659,102 28th percentile higher than 28% 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

Share Corporation Employee Stock Ownership Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Share Corporation Employee Stock Ownership Trust is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Share Corporation Employee Stock Ownership Trust reported net income rose from -$768K in the plan year 2022 filing to $164K in the plan year 2023 filing.
  • Share Corporation Employee Stock Ownership Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391142958 · Share Corporation PY 2023 · ESOP

Share Corporation Employee Stock Ownership Trust · $2M · 6 · 28th

  • EBSA $2M
  • EBSA 6
  • EBSA 28th
  • EBSA ESOP
  • EBSA near Geo Consultants Employee Stock Ownership Plan
  • EBSA ind #2508

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 →

Share Corporation Employee Stock Ownership Trust in the asset neighbourhood

Share Corporation Employee Stock Ownership TrustShare Corporation Employee S…$2MGeo Consultants Employee Stock Ownership PlanGeo Consultants Employee Sto…$2MVeterinary Service, Inc. Employee Stock Ownership PlanVeterinary Service, Inc. Emp…$2MVentura Manufacturing, Inc. Employee Stock Ownership PlanVentura Manufacturing, Inc. …$2MSawcross, Inc. Employee Stock Ownership PlanSawcross, Inc. Employee Stoc…$2M
End-of-year total assets ($M) among Share Corporation Employee Stock Ownership Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Share Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Share Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$27M 32.315951674959905% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $20.7M $27.4M ▲ +32.3%
Year Plans Participants Total Assets
2022 2 290 $21M
2023 2 252 $25M
2024 2 247 $27M

Share Corporation filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$164K
Employer EIN391142958
Plan Effective Date1974-10-10
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Share Corporation Employee Stock Ownership Trust vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Share Corporation Employee Stock Ownership Trust, Total assets ($B): 0.001659102 · Participants: 6Share Corporation Employee Stock Ownership TrustSchreiber 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
Share Corporation Employee Stock Ownership Trust vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Share Corporation Employee Stock Ownership Trust side-by-side with 3 peers →

Share Corporation Employee Stock Ownership Trust's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Geo Consultants Employee Stock Ownership Plan in KY ($2M); by covered participants it is First Guaranty Bank Employee Stock Ownership Plan in LA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Share Corporation Employee Stock Ownership Trust assets move in 2023? ▼
Share Corporation Employee Stock Ownership Trust grew at a solid clip - up 11.0% during 2023, from $1M to $2M. Reported net income was $164K.
How have Share Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Share Corporation's sponsor-wide assets grew 32.3%, from $21M to $27M.
Which ESOP plans are similar in size to Share Corporation Employee Stock Ownership Trust? ▼
Among ESOP plans in other states, the closest by assets is Geo Consultants Employee Stock Ownership Plan in KY ($2M, 35 participants).
Which ESOP plans cover a similar participant headcount to Share Corporation Employee Stock Ownership Trust? ▼
Among ESOP plans in other states, the closest by covered participants is First Guaranty Bank Employee Stock Ownership Plan in LA (6 participants, $17K 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 391142958.

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.