ESOP · DOL Form 5500 · 2023

Wunderlich-Malec Engineering ESOP

Data updated 2026-08-25

$151M
Total assets Near avg plan size
494
Participants Below avg headcount
94th
Percentile by assets National rank
$305,033
Avg per participant High balance/head
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Official DOL plan name: Wunderlich-Malec Engineering, Inc. Employee Stock Ownership Plan · Sponsored by Wunderlich-Malec Engineering · Minnesota · Professional & Technical Services

$151M in assets, 494 participants

Wunderlich-Malec Engineering's Wunderlich-Malec Engineering, Inc. Employee Stock Ownership Plan reported $151M in total assets and 494 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,256 in Professional & Technical Services (20,321 peers)

Coverage in Minnesota

Wunderlich-Malec Engineering, Inc. Employee Stock Ownership Plan covers 494 participants in Minnesota, about 44% of the average Minnesota filer (state average ~1,126 per filing). Assets: $151M.

#19,256
in Professional & Technical Services (20,321 peers)
+19.5%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Wunderlich-Malec Engineering, Inc. Employee Stock Ownership Plan's outsized position by total assets

Wunderlich-Malec Engineering, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$150,686,426 Top 6% higher than 94% 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

Wunderlich-Malec Engineering, 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. Wunderlich-Malec Engineering, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (494 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wunderlich-Malec Engineering, Inc. Employee Stock Ownership Plan reported net income rose from $13M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Wunderlich-Malec Engineering, Inc. Employee Stock Ownership Plan end-of-year assets rose from $126M in the plan year 2022 filing to $151M in the plan year 2023 filing.
  • Wunderlich-Malec Engineering, Inc. Employee Stock Ownership Plan reported participants rose from 464 in the plan year 2022 filing to 494 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 411412464 · Wunderlich-Malec Engineering PY 2023 · ESOP

Wunderlich-Malec Engineering, Inc. Employee Stock Ownership Plan · $151M · 494 · 94th

  • SCH $151M
  • SCH 494
  • SCH 94th
  • SCH ESOP
  • SCH near D.a. Davidson Companies Employee Stock Ownership Plan
  • SCH ind #19256

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 Minnesota →

Wunderlich-Malec Engineering, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Griffith Company Employee Stock Ownership PlanGriffith Company Employee St…$154MNation Safe Drivers Employee Stock Ownership PlanNation Safe Drivers Employee…$153MWunderlich-Malec Engineering, Inc. Employee Stock Ownership PlanWunderlich-Malec Engineering…$151MD.a. Davidson Companies Employee Stock Ownership PlanD.a. Davidson Companies Empl…$150MRobinson Inc. ESOP Plan & TrustRobinson Inc. ESOP Plan & Tr…$149M
End-of-year total assets ($M) among Wunderlich-Malec Engineering, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$126M
Net Assets (End of Year)$147M
Net Income$25M
Employer EIN411412464
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wunderlich-Malec Engineering)

Sponsor-wide plan assets over time

All Wunderlich-Malec Engineering plans reported in each filing year

Latest sponsor-wide plan assets
$318M 48.766097027511805% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $213M $318M ▲ +48.8%
Year Plans Participants Total Assets
2022 2 932 $213M
2023 2 1,059 $259M
2024 2 1,150 $318M

Nearby ESOP Plans in Minnesota

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

Wunderlich-Malec Engineering, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 02004006008001000 Total assets ($M) Participants Wunderlich-Malec Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 150.686426 · Participants: 494Wunderlich-Malec Engineering, Inc. Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 899.073238 · Participants: 11644Andersen Corporation Employee Stock Ownership PlanKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 497.538965 · Participants: 789Kingdom Enterprises, Inc. Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 432.374379 · Participants: 446Landscape Structures, Inc. Employee Stock Ownership Plan and TrustHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 431.874919 · Participants: 4575Hormel Foods Corporation Joint Earnings Profit Sharing TrustForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 426.610266 · Participants: 412Force America Inc. Employee Stock Ownership Plan
Wunderlich-Malec Engineering, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Wunderlich-Malec Engineering, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Wunderlich-Malec Engineering, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is D.a. Davidson Companies Employee Stock Ownership Plan in MT ($150M); by covered participants it is Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan in NY (494 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (494 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 Wunderlich-Malec Engineering, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Wunderlich-Malec Engineering, Inc. Employee Stock Ownership Plan grew sharply - up 19.5% during 2023, from $126M to $151M. Reported net income was $25M.
How have Wunderlich-Malec Engineering plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wunderlich-Malec Engineering's sponsor-wide assets grew 48.8%, from $213M to $318M.
Where does Wunderlich-Malec Engineering, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Wunderlich-Malec Engineering, Inc. Employee Stock Ownership Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Wunderlich-Malec Engineering, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is D.a. Davidson Companies Employee Stock Ownership Plan in MT ($150M, 1,474 participants).
Which ESOP plans cover a similar participant headcount to Wunderlich-Malec Engineering, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan in NY (494 participants, $202M 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 411412464.

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.