ESOP · DOL Form 5500 · 2023

Universal Technologies of Wisconsin, Inc ESOP

Data updated 2026-08-11

$21M
Total assets: 93
Participants: 73rd
Percentile by assets: $221,739
Avg per participant

Official DOL plan name: Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan · Sponsored by Universal Technologies of Wisconsin, Inc · Wisconsin · Manufacturing

$21M in assets, 93 participants

Universal Technologies of Wisconsin, Inc's Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan reported $21M in total assets and 93 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

73rd percentile by assets (of 127,072 plans)
#11,833 in Manufacturing (18,722 peers)

Universal Technologies of Wisconsin, Inc multi-year trail

Universal Technologies of Wisconsin, Inc's plans moved +100.2% in assets from 2022 to 2024; this filing shows Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan at $21M / 93 participants.

$21M
total plan assets (2023 EOY): 93
covered participants: 73rd
percentile by assets (of 127,072 plans): $221,739
avg assets per participant

Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan reported participants fell from 105 in the plan year 2022 filing to 93 in the plan year 2023 filing.
Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Wisconsin

Industry

Manufacturing

Universal Technologies of Wisconsin, Inc across 3 plan years on file

Across the 3 plan years Universal Technologies of Wisconsin, Inc has on file (2022-2024), sponsor-wide plan assets have moved from $19M to $38M, a gain of 100.2%, while reported participants moved from 105 to 173 (+64.8%). Peak year by sponsor assets: 2024 ($38M); trough: 2022 ($19M).

Universal Technologies of Wisconsin, Inc multi-year asset trail

Total plan assets by year, all Universal Technologies of Wisconsin, Inc plans on file

Year	Plans	Participants	Total Assets
2022	1	105	$19M
2023	1	93	$21M
2024	2	173	$38M

Universal Technologies of Wisconsin, Inc filing trail (2023)

Total Assets (Beginning of Year)	$19M
Net Assets (End of Year)	$21M
Net Income	$2M
Employer EIN	390172770
Plan Effective Date	2001-01-01
Filing Status	FILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Universal Technologies of Wisconsin, Inc. 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

Compare Universal Technologies of Wisconsin, Inc… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan by total assets, not by location.

Carpet and Wood Floor Liquidators Employee Stock Ownership Plan (MD) $21M · 58
Oil Well Service Co. Employee Stock Ownership Plan (CA) $21M · 103
Cgp Foods Inc. Employee Stock Ownership Plan (WV) $21M · 282
Sos Service, Inc. Employee Stock Ownership Plan (IN) $21M · 29

Frequently Asked Questions

How did Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan grew at a solid clip - up 9.1% during 2023, from $19M to $21M. Reported net income was $2M.

How have Universal Technologies of Wisconsin, Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Universal Technologies of Wisconsin, Inc's sponsor-wide assets grew 100.2%, from $19M to $38M.

Which ESOP plans are similar in size to Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Carpet and Wood Floor Liquidators Employee Stock Ownership Plan in MD ($21M, 58 participants).

Next read for Universal Technologies of Wisconsin, Inc…

Multi-year trail

Ways to act on Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
Universal Technologies of Wisconsin, Inc's sponsor-wide assets have grown 100.2% since 2022 across 3 plan years on file. More Manufacturing plans

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 390172770.