ESOP · DOL Form 5500 · 2023

Universal Technologies of Wisconsin, Inc ESOP

Data updated 2026-08-25

$21M
Total assets Small plan by assets
93
Participants Small participant base
73rd
Percentile by assets National rank
$221,739
Avg per participant Above avg balance/head
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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.

  • #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.

#11,833
in Manufacturing (18,722 peers)
+9.1%
assets growth YoY

Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan's outsized position by total assets

Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$20,621,770 Top 27% higher than 73% 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

Universal Technologies of Wisconsin, 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. Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan is a small filing (93 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

Published 5500 schedule card

Filing strip 390172770 · Universal Technologies of Wisconsin, Inc PY 2023 · ESOP

Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan · $21M · 93 · 73rd

  • 5500 $21M
  • ASSETS 93
  • PCT 73rd
  • EIN ESOP
  • RANK near Carpet and Wood Floor Liquidators Employee Stock Ownership Plan
  • PHOTO ind #11833

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 →

Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Carpet and Wood Floor Liquidators Employee Stock Ownership PlanCarpet and Wood Floor Liquid…$21MUniversal Technologies of Wisconsin, Inc. Employee Stock Ownership PlanUniversal Technologies of Wi…$21MOil Well Service Co. Employee Stock Ownership PlanOil Well Service Co. Employe…$21MCgp Foods Inc. Employee Stock Ownership PlanCgp Foods Inc. Employee Stoc…$21MSos Service, Inc. Employee Stock Ownership PlanSos Service, Inc. Employee S…$21M
End-of-year total assets ($M) among Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Universal Technologies of Wisconsin, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Universal Technologies of Wisconsin, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$38M 100.15231595279168% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $18.9M $37.8M ▲ +100.2%
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 EIN390172770
Plan Effective Date2001-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.02062177 · Participants: 93Universal Technologies of Wisconsin, Inc. Employee Stock Ownership PlanSchreiber 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
Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Carpet and Wood Floor Liquidators Employee Stock Ownership Plan in MD ($21M); by covered participants it is Twin Mro Employee Stock Ownership Plan in CT (93 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (93 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 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).
Which ESOP plans cover a similar participant headcount to Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Twin Mro Employee Stock Ownership Plan in CT (93 participants, $83M 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 390172770.

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.