ESOP · DOL Form 5500 · 2023

E.C. Styberg Engineering Company ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
49
Participants Small participant base
62nd
Percentile by assets National rank
$240,529
Avg per participant Above avg balance/head
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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.

  • #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.

#9,205
in Manufacturing (18,722 peers)
+17.5%
assets growth YoY

E.C. Styberg Engineering Company Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

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 $2,050,000,000 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

E.C. Styberg Engineering Company 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. E.C. Styberg Engineering Company Employee Stock Ownership Plan is a small filing (49 participants) on this national headcount ladder.

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 →

EBSA filing schedule strip

Filing strip 390644639 · E.C. Styberg Engineering Company PY 2023 · ESOP

E.C. Styberg Engineering Company Employee Stock Ownership Plan · $12M · 49 · 62nd

  • EOY $12M
  • 5500 49
  • ASSETS 62nd
  • PCT ESOP
  • EIN near Windover Construction, Inc. Employee Stock Ownership Plan and Trust
  • RANK ind #9205

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 →

E.C. Styberg Engineering Company Employee Stock Ownership Plan in the asset neighbourhood

J.T. Cullen Co., Inc. Employee Stock Ownership PlanJ.T. Cullen Co., Inc. Employ…$12MW.M. Kelley Company, Inc. Employee Stock Ownership PlanW.M. Kelley Company, Inc. Em…$12ME.C. Styberg Engineering Company Employee Stock Ownership PlanE.C. Styberg Engineering Com…$12MWindover Construction, Inc. Employee Stock Ownership Plan and TrustWindover Construction, Inc. …$12MMusselman and Hall Employee Stock Ownership PlanMusselman and Hall Employee …$12M
End-of-year total assets ($M) among E.C. Styberg Engineering Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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

Sponsor-wide plan assets over time

All E.C. Styberg Engineering Company plans reported in each filing year

Latest sponsor-wide plan assets
$34M 0.6310030201511764% vs 2022
2024 filing year
$33M$34M$35M$36M$37M 202220232024 $33.7M $33.9M ▲ +0.6%
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 ($B) Participants E.C. Styberg Engineering Company Employee Stock Ownership Plan, Total assets ($B): 0.01178593 · Participants: 49E.C. Styberg Engineering Company 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
E.C. Styberg Engineering Company Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare E.C. Styberg Engineering Company Employee Stock Ownership Plan side-by-side with 3 peers →

E.C. Styberg Engineering Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Windover Construction, Inc. Employee Stock Ownership Plan and Trust in MA ($12M); by covered participants it is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 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 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).
Which ESOP plans cover a similar participant headcount to E.C. Styberg Engineering Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (49 participants, $9M 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 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.