ESOP · DOL Form 5500 · 2023

E.C. Styberg Engineering Company ESOP

Data updated 2026-08-11

$12M
Total assets
49
Participants
62nd
Percentile by assets
$240,529
Avg per participant
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Official DOL plan name: E.C. Styberg Engineering Company Employee Stock Ownership Plan · Sponsored by E.C. Styberg Engineering Company · Wisconsin · Manufacturing

$12M in assets, 49 participants

E.C. Styberg Engineering Company's E.C. Styberg Engineering Company Employee Stock Ownership Plan reported $12M in total assets and 49 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • 62nd percentile by assets (of 127,072 plans)
  • #9,205 in Manufacturing (18,722 peers)

2023 asset change

E.C. Styberg Engineering Company Employee Stock Ownership Plan grew sharply 17.5% in 2023 ($10M → $12M) for 49 participants.

$12M
total plan assets (2023 EOY)
49
covered participants
62nd
percentile by assets (of 127,072 plans)
$240,529
avg assets per participant

Where E.C. Styberg Engineering Company Employee Stock Ownership Plan sits by total assets

E.C. Styberg Engineering Company Employee Stock Ownership Plan vs every filed plan by assets

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

$11,785,930 Top 38% higher than 62% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • E.C. Styberg Engineering Company Employee Stock Ownership Plan reported net income rose from -$154K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • E.C. Styberg Engineering Company Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Wisconsin
Industry
Manufacturing

2023 asset move for E.C. Styberg Engineering Company Employee Stock Ownership Plan

Year over year, total assets grew sharply from $10M at the start of 2023 to $12M at year-end (up 17.5%). Net assets closed at $11M; reported net income $2M.

E.C. Styberg Engineering Company years around the 2023 move

$33M$34M$35M$36M$37M 202220232024 $33.7M $33.9M ▲ +0.6%
Total plan assets by year, all E.C. Styberg Engineering Company plans on file
Year Plans Participants Total Assets
2022 2 176 $34M
2023 2 167 $37M
2024 2 169 $34M

2023 asset-move particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN390644639
Plan Effective Date2013-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

E.C. Styberg Engineering Company Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants E.C. Styberg Enginee…, Total assets ($B): 0.01178593 · Participants: 49E.C. Styberg Enginee…Schreiber Foods, Inc…, Total assets ($B): 3.551413763 · Participants: 6108Schreiber Foods, Inc…Woodman's Employees'…, Total assets ($B): 0.700244908 · Participants: 2837Woodman's Employees'…Ki Employee Stock Ow…, Total assets ($B): 0.511365241 · Participants: 1624Ki Employee Stock Ow…Trachte Building Sys…, Total assets ($B): 0.331023295 · Participants: 228Trachte Building Sys…Wausau Supply Compan…, Total assets ($B): 0.31506565 · Participants: 808Wausau Supply Compan…
E.C. Styberg Engineering Company Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare E.C. Styberg Engineering Company Employe… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to E.C. Styberg Engineering Company Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did E.C. Styberg Engineering Company Employee Stock Ownership Plan assets move in 2023? ▼
E.C. Styberg Engineering Company Employee Stock Ownership Plan grew sharply - up 17.5% during 2023, from $10M to $12M. Reported net income was $2M.
How have E.C. Styberg Engineering Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), E.C. Styberg Engineering Company's sponsor-wide assets grew 0.6%, from $34M to $34M.
Which ESOP plans are similar in size to E.C. Styberg Engineering Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Windover Construction, Inc. Employee Stock Ownership Plan and Trust in MA ($12M, 60 participants).

Next read for E.C. Styberg Engineering Company Employe…

2023 change

Ways to act on E.C. Styberg Engineering Company Employee Stock Ownership Plan's numbers.

  • By total assets, E.C. Styberg Engineering Company 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
  • E.C. Styberg Engineering Company's sponsor-wide assets have grown 0.6% 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 390644639.

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.