ESOP · DOL Form 5500 · 2023

Northern Metal Fab, Inc. ESOP

Data updated 2026-08-25

$94K
Total assets Small plan by assets
48
Participants Small participant base
6th
Percentile by assets National rank
$1,948
Avg per participant Low balance/head
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Official DOL plan name: Northern Metal Fab, Inc. Employee Stock Ownership Plan · Sponsored by Northern Metal Fab, Inc. · Wisconsin · Manufacturing

$94K in assets, 48 participants

Northern Metal Fab, Inc.'s Northern Metal Fab, Inc. Employee Stock Ownership Plan reported $94K in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 6th 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.

  • #458 in Manufacturing (18,722 peers)

Northern Metal Fab, Inc. multi-year trail

Northern Metal Fab, Inc.'s plans moved -97.8% in assets from 2022 to 2024; this filing shows Northern Metal Fab, Inc. Employee Stock Ownership Plan at $94K / 48 participants.

#458
in Manufacturing (18,722 peers)
-11.1%
assets change YoY

The plan reported a net loss of $12K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Northern Metal Fab, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Northern Metal Fab, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$93,502 6th percentile higher than 6% 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

Northern Metal Fab, 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. Northern Metal Fab, Inc. Employee Stock Ownership Plan is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Northern Metal Fab, Inc. Employee Stock Ownership Plan reported net income fell from -$3K in the plan year 2022 filing to -$12K in the plan year 2023 filing.
  • Northern Metal Fab, Inc. Employee Stock Ownership Plan end-of-year assets fell from $105K in the plan year 2022 filing to $94K in the plan year 2023 filing.
  • Northern Metal Fab, Inc. Employee Stock Ownership Plan reported participants fell from 51 in the plan year 2022 filing to 48 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391628707 · Northern Metal Fab, Inc. PY 2023 · ESOP

Northern Metal Fab, Inc. Employee Stock Ownership Plan · $94K · 48 · 6th

  • EIN $94K
  • RANK 48
  • PHOTO 6th
  • IND ESOP
  • EOY near Meravic, Inc. Employee Stock Ownership Plan
  • 5500 ind #458

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 →

Northern Metal Fab, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Total Quality Systems, Inc. ESOPTotal Quality Systems, Inc. …$99KNorthern Metal Fab, Inc. Employee Stock Ownership PlanNorthern Metal Fab, Inc. Emp…$94KMeravic, Inc. Employee Stock Ownership PlanMeravic, Inc. Employee Stock…$94KAuburn Savings Bank, Fsb Employee Stock Ownership PlanAuburn Savings Bank, Fsb Emp…$95KK-Ter Imagineering, Inc. Employee Stock Ownership PlanK-Ter Imagineering, Inc. Emp…$91K
End-of-year total assets ($M) among Northern Metal Fab, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Northern Metal Fab, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Northern Metal Fab, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$93K 97.81173771065545% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $4.26M $0.09M ▼ -97.9%
Year Plans Participants Total Assets
2022 2 122 $4M
2023 1 48 $94K
2024 1 53 $93K

Northern Metal Fab, Inc. filing trail (2023)

Total Assets (Beginning of Year)$105K
Net Assets (End of Year)$94K
Net Income-$12K
Employer EIN391628707
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Northern Metal Fab, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Northern Metal Fab, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000093502 · Participants: 48Northern Metal Fab, 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
Northern Metal Fab, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Northern Metal Fab, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Northern Metal Fab, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Meravic, Inc. Employee Stock Ownership Plan in MO ($94K); by covered participants it is Chouteau Hospitality Group, Inc. Employee Stock Ownership Plan in MO (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Northern Metal Fab, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Northern Metal Fab, Inc. Employee Stock Ownership Plan pulled back noticeably - down 11.1% during 2023, from $105K to $94K. Reported net income was -$12K.
How have Northern Metal Fab, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northern Metal Fab, Inc.'s sponsor-wide assets declined 97.8%, from $4M to $93K.
Where does Northern Metal Fab, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Northern Metal Fab, Inc. Employee Stock Ownership Plan ranks in the 6th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Northern Metal Fab, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Meravic, Inc. Employee Stock Ownership Plan in MO ($94K, 33 participants).
Which ESOP plans cover a similar participant headcount to Northern Metal Fab, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Chouteau Hospitality Group, Inc. Employee Stock Ownership Plan in MO (48 participants, N/A 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 391628707.

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.