ESOP · DOL Form 5500 · 2023

E-Pak Machinery, Inc ESOP

Data updated 2026-08-25

$448K
Total assets Small plan by assets
52
Participants Small participant base
17th
Percentile by assets National rank
$8,623
Avg per participant Low balance/head
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Official DOL plan name: E-Pak Machinery, Inc. Employee Stock Ownership Plan · Sponsored by E-Pak Machinery, Inc · Michigan · Manufacturing

$448K in assets, 52 participants

E-Pak Machinery, Inc's E-Pak Machinery, Inc. Employee Stock Ownership Plan reported $448K in total assets and 52 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #1,281 in Manufacturing (18,722 peers)

What the 2023 filing shows

E-Pak Machinery, Inc. Employee Stock Ownership Plan holds $448K for 52 participants - about $8,623 per participant, among the smaller plans by assets on file.

#1,281
in Manufacturing (18,722 peers)
-2.4%
assets change YoY

The plan reported a net loss of $11K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

E-Pak Machinery, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

E-Pak Machinery, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$448,416 17th percentile higher than 17% 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

E-Pak Machinery, 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. E-Pak Machinery, Inc. Employee Stock Ownership Plan is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • E-Pak Machinery, Inc. Employee Stock Ownership Plan end-of-year assets fell from $459K in the plan year 2022 filing to $448K in the plan year 2023 filing.
  • E-Pak Machinery, Inc. Employee Stock Ownership Plan reported participants rose from 51 in the plan year 2022 filing to 52 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 383604307 · E-Pak Machinery, Inc PY 2023 · ESOP

E-Pak Machinery, Inc. Employee Stock Ownership Plan · $448K · 52 · 17th

  • EBSA $448K
  • EBSA 52
  • EBSA 17th
  • EBSA ESOP
  • EBSA near Widelity, Inc. Employee Stock Ownership Plan
  • EBSA ind #1281

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 Michigan →

E-Pak Machinery, Inc. Employee Stock Ownership Plan in the asset neighbourhood

E-Pak Machinery, Inc. Employee Stock Ownership PlanE-Pak Machinery, Inc. Employ…$448KWidelity, Inc. Employee Stock Ownership PlanWidelity, Inc. Employee Stoc…$448KMatrix Hg Inc. Employee Stock Ownership PlanMatrix Hg Inc. Employee Stoc…$450KConsumers Pipe and Supply Co. Employee Stock Ownership PlanConsumers Pipe and Supply Co…$450KFarmers Bancshares, Inc. Employee Stock Ownership PlanFarmers Bancshares, Inc. Emp…$446K
End-of-year total assets ($M) among E-Pak Machinery, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$459K
Net Assets (End of Year)$448K
Net Income-$11K
Employer EIN383604307
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (E-Pak Machinery, Inc)

Sponsor-wide plan assets over time

All E-Pak Machinery, Inc plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.46M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 51 $459K
2023 1 52 $448K
2024 1 49 N/A

Nearby ESOP Plans in Michigan

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

E-Pak Machinery, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -0.500.511.5 Total assets ($B) Participants E-Pak Machinery, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000448416 · Participants: 52E-Pak Machinery, Inc. Employee Stock Ownership PlanMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.30777109 · Participants: 1635Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.808091077 · Participants: 1907The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.436210284 · Participants: 1173Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.258079249 · Participants: 207Motor City Electric Co. Employee Stock Ownership PlanLee Contracting, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.237688318 · Participants: 500Lee Contracting, Inc. Employee Stock Ownership Plan
E-Pak Machinery, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare E-Pak Machinery, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

E-Pak Machinery, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Michigan, the nearest ESOP by assets is Widelity, Inc. Employee Stock Ownership Plan in VA ($448K); by covered participants it is Jd2 Incorporated Employee Stock Ownership Plan in CA (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 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 E-Pak Machinery, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
E-Pak Machinery, Inc. Employee Stock Ownership Plan edged down modestly - down 2.4% during 2023, from $459K to $448K. Reported net income was -$11K.
Where does E-Pak Machinery, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
E-Pak Machinery, Inc. Employee Stock Ownership Plan ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to E-Pak Machinery, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Widelity, Inc. Employee Stock Ownership Plan in VA ($448K, 70 participants).
Which ESOP plans cover a similar participant headcount to E-Pak Machinery, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Jd2 Incorporated Employee Stock Ownership Plan in CA (52 participants, $50M 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 383604307.

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.