ESOP · DOL Form 5500 · 2023
Trachte Building Systems, Inc. ESOP
Data updated 2026-08-11
- $331M
- Total assets
- 228
- Participants
- 96th
- Percentile by assets
- $1.5M
- Avg per participant
Official DOL plan name: Trachte Building Systems Employee Stock Ownership Plan · Sponsored by Trachte Building Systems, Inc. · Wisconsin · Manufacturing
$331M in assets, 228 participants
Trachte Building Systems, Inc.'s Trachte Building Systems Employee Stock Ownership Plan reported $331M in total assets and 228 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #17,649 in Manufacturing (18,722 peers)
Coverage in Wisconsin
Trachte Building Systems Employee Stock Ownership Plan covers 228 participants in Wisconsin, about 40% of the average Wisconsin filer (state average ~563 per filing). Assets: $331M.
- $331M
- total plan assets (2023 EOY)
- 228
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $1.5M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Trachte Building Systems Employee Stock Ownership Plan reported net income fell from $112M in the plan year 2022 filing to $48M in the plan year 2023 filing.
- Trachte Building Systems Employee Stock Ownership Plan end-of-year assets rose from $258M in the plan year 2022 filing to $331M in the plan year 2023 filing.
- Trachte Building Systems Employee Stock Ownership Plan reported participants rose from 210 in the plan year 2022 filing to 228 in the plan year 2023 filing.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Trachte Building Systems Employee Stock Ownership Plan reports 228 participants - about 40% of that state average ($331M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $258M |
|---|---|
| Net Assets (End of Year) | $303M |
| Net Income | $48M |
| Employer EIN | 390662360 |
| Plan Effective Date | 2007-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trachte Building Systems, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 550 | $285M |
| 2023 | 3 | 586 | $365M |
| 2024 | 3 | 648 | $352M |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
Trachte Building Systems 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
- Wausau Supply Company Employee Stock Ownership Plan $315M · 808
- Hatco Corporation Employee Stock Ownership Plan $262M · 755
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Trachte Building Systems Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Trachte Building Systems Employee Stock Ownership Plan's numbers.
- By total assets, Trachte Building Systems Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
- Trachte Building Systems, Inc.'s sponsor-wide assets have grown 23.5% since 2022 across 3 plan years on file. More Manufacturing plans