ESOP · DOL Form 5500 · 2023

Union Grove Lumber & True Value Company ESOP

Data updated 2026-08-25

$514K
Total assets Small plan by assets
6
Participants Small participant base
18th
Percentile by assets National rank
$85,730
Avg per participant Below avg balance/head
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Official DOL plan name: Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust · Sponsored by Union Grove Lumber & True Value Company · Wisconsin · Retail Trade

$514K in assets, 6 participants

Union Grove Lumber & True Value Company's Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust reported $514K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,432 in Retail Trade (8,414 peers)

Union Grove Lumber & True Value Company multi-year trail

Union Grove Lumber & True Value Company's plans moved +42.8% in assets from 2022 to 2024; this filing shows Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust at $514K / 6 participants.

#2,432
in Retail Trade (8,414 peers)
-3.6%
assets change YoY

The plan reported a net loss of $19K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$514,381 18th percentile higher than 18% 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

Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust reported net income fell from $224K in the plan year 2022 filing to -$19K in the plan year 2023 filing.
  • Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust end-of-year assets fell from $534K in the plan year 2022 filing to $514K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 390669030 · Union Grove Lumber & True Value Company PY 2023 · ESOP

Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust · $514K · 6 · 18th

  • RANK $514K
  • PHOTO 6
  • IND 18th
  • EOY ESOP
  • 5500 near Cains Inc Employee Stock Ownership Plan and Trust
  • ASSETS ind #2432

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 →

Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and TrustUnion Grove Lumber and True …$514KCains Inc Employee Stock Ownership Plan and TrustCains Inc Employee Stock Own…$514KNatare Corporation Employee Stock Ownership PlanNatare Corporation Employee …$515KLogisticsflow, Inc. Employee Stock Ownership PlanLogisticsflow, Inc. Employee…$513KComposition Systems, Inc. Employee Stock Ownership Plan IIComposition Systems, Inc. Em…$513K
End-of-year total assets ($M) among Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Union Grove Lumber & True Value Company multi-year asset trail

Sponsor-wide plan assets over time

All Union Grove Lumber & True Value Company plans reported in each filing year

Latest sponsor-wide plan assets
$762K 42.795350449125635% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.53M $0.76M ▲ +43.4%
Year Plans Participants Total Assets
2022 1 6 $534K
2023 1 6 $514K
2024 1 5 $762K

Union Grove Lumber & True Value Company filing trail (2023)

Total Assets (Beginning of Year)$534K
Net Assets (End of Year)$514K
Net Income-$19K
Employer EIN390669030
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.000514381 · Participants: 6Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and TrustSchreiber 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
Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Cains Inc Employee Stock Ownership Plan and Trust in ID ($514K); by covered participants it is First Guaranty Bank Employee Stock Ownership Plan in LA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust edged down modestly - down 3.6% during 2023, from $534K to $514K. Reported net income was -$19K.
How have Union Grove Lumber & True Value Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Grove Lumber & True Value Company's sponsor-wide assets grew 42.8%, from $534K to $762K.
Where does Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust ranks in the 18th 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 Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Cains Inc Employee Stock Ownership Plan and Trust in ID ($514K, N/A participants).
Which ESOP plans cover a similar participant headcount to Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is First Guaranty Bank Employee Stock Ownership Plan in LA (6 participants, $17K 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 390669030.

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.