ESOP · DOL Form 5500 · 2023

Oconomowoc Residential Programs, Inc. ESOP

Data updated 2026-08-25

$100M
Total assets Near avg plan size
1,696
Participants Near avg headcount
91st
Percentile by assets National rank
$59,033
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mypath Employee Stock Ownership Plan · Sponsored by Oconomowoc Residential Programs, Inc. · Wisconsin · Healthcare & Social Assistance

$100M in assets, 1,696 participants

Oconomowoc Residential Programs, Inc.'s Mypath Employee Stock Ownership Plan reported $100M in total assets and 1,696 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #16,327 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

Mypath Employee Stock Ownership Plan covers 1,696 participants in Wisconsin, 3.0x the typical Wisconsin plan (state average ~563 per filing). Assets: $100M.

#16,327
in Healthcare & Social Assistance (17,684 peers)
+5.6%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Mypath Employee Stock Ownership Plan's outsized position by total assets

Mypath Employee Stock Ownership Plan vs every filed plan by assets

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

$100,119,849 Top 9% higher than 91% 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

Mypath Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mypath Employee Stock Ownership Plan lands in the large band (1,696 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mypath Employee Stock Ownership Plan reported net income rose from -$15M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Mypath Employee Stock Ownership Plan reported participants fell from 2,215 in the plan year 2022 filing to 1,696 in the plan year 2023 filing.
  • Mypath Employee Stock Ownership Plan end-of-year assets rose from $95M in the plan year 2022 filing to $100M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391510207 · Oconomowoc Residential Programs, Inc. PY 2023 · ESOP

Mypath Employee Stock Ownership Plan · $100M · 1,696 · 91st

  • IND $100M
  • EOY 1,696
  • 5500 91st
  • ASSETS ESOP
  • PCT near Pennoni Associates Inc. Employee Stock Ownership Plan
  • EIN ind #16327

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 →

Mypath Employee Stock Ownership Plan in the asset neighbourhood

New England Biolabs, Inc. Voting Stock Ownership PlanNew England Biolabs, Inc. Vo…$100MMypath Employee Stock Ownership PlanMypath Employee Stock Owners…$100MPennoni Associates Inc. Employee Stock Ownership PlanPennoni Associates Inc. Empl…$100MNott Company Employee Stock Ownership CompanyNott Company Employee Stock …$100MMrmc ESOP$100M
End-of-year total assets ($M) among Mypath Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$95M
Net Assets (End of Year)$31M
Net Income$7M
Employer EIN391510207
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oconomowoc Residential Programs, Inc.)

Sponsor-wide plan assets over time

All Oconomowoc Residential Programs, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$127M 3.3238229464687006% vs 2022
2024 filing year
$120M$125M$130M$135M$140M 202220232024 $123M $127M ▲ +3.3%
Year Plans Participants Total Assets
2022 2 4,011 $123M
2023 2 3,301 $135M
2024 2 3,199 $127M

Nearby ESOP Plans in Wisconsin

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

Mypath Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Mypath Employee Stock Ownership Plan, Total assets ($B): 0.100119849 · Participants: 1696Mypath 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
Mypath Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Mypath Employee Stock Ownership Plan side-by-side with 3 peers →

Mypath Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Pennoni Associates Inc. Employee Stock Ownership Plan in PA ($100M); by covered participants it is Rosendin Electric, Inc. Employee Stock Ownership Plan in CA (1,700 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($100M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,696 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 Mypath Employee Stock Ownership Plan assets move in 2023? ▼
Mypath Employee Stock Ownership Plan grew at a solid clip - up 5.6% during 2023, from $95M to $100M. Reported net income was $7M.
How have Oconomowoc Residential Programs, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oconomowoc Residential Programs, Inc.'s sponsor-wide assets grew 3.3%, from $123M to $127M.
Where does Mypath Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Mypath Employee Stock Ownership Plan ranks in the 91st 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 Mypath Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pennoni Associates Inc. Employee Stock Ownership Plan in PA ($100M, 1,015 participants).
Which ESOP plans cover a similar participant headcount to Mypath Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Rosendin Electric, Inc. Employee Stock Ownership Plan in CA (1,700 participants, $1.1B 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 391510207.

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.