ESOP · DOL Form 5500 · 2023

Burlington Graphics Systems, Inc. ESOP

Data updated 2026-08-25

$31M
Total assets Below avg plan size
140
Participants Small participant base
80th
Percentile by assets National rank
$222,499
Avg per participant Above avg balance/head
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Official DOL plan name: Burlington Graphics Systems, Inc. Employee Stock Ownership Plan · Sponsored by Burlington Graphics Systems, Inc. · Wisconsin · Professional & Technical Services

$31M in assets, 140 participants

Burlington Graphics Systems, Inc.'s Burlington Graphics Systems, Inc. Employee Stock Ownership Plan reported $31M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,318 in Professional & Technical Services (20,321 peers)

Coverage in Wisconsin

Burlington Graphics Systems, Inc. Employee Stock Ownership Plan covers 140 participants in Wisconsin, about 25% of the average Wisconsin filer (state average ~563 per filing). Assets: $31M.

#16,318
in Professional & Technical Services (20,321 peers)
-8.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Burlington Graphics Systems, Inc. Employee Stock Ownership Plan's outsized position by total assets

Burlington Graphics Systems, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$31,149,912 Top 20% higher than 80% 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

Burlington Graphics Systems, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burlington Graphics Systems, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Burlington Graphics Systems, Inc. Employee Stock Ownership Plan reported net income rose from -$8M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Burlington Graphics Systems, Inc. Employee Stock Ownership Plan reported participants fell from 154 in the plan year 2022 filing to 140 in the plan year 2023 filing.
  • Burlington Graphics Systems, Inc. Employee Stock Ownership Plan end-of-year assets fell from $34M in the plan year 2022 filing to $31M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391394844 · Burlington Graphics Systems, Inc. PY 2023 · ESOP

Burlington Graphics Systems, Inc. Employee Stock Ownership Plan · $31M · 140 · 80th

  • TYPE $31M
  • NET 140
  • BOOK 80th
  • VS-ST ESOP
  • BOY near Ryba Marine Construction Co. Employee Stock Ownership Plan
  • SCH ind #16318

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 →

Burlington Graphics Systems, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Imi Management, Inc. Employee Stock Ownership PlanImi Management, Inc. Employe…$31MBurlington Graphics Systems, Inc. Employee Stock Ownership PlanBurlington Graphics Systems,…$31MRyba Marine Construction Co. Employee Stock Ownership PlanRyba Marine Construction Co.…$31MThe Southern Software, Inc. Employee Stock Ownership PlanThe Southern Software, Inc. …$31MRamey's Employee Stock Ownership PlanRamey's Employee Stock Owner…$31M
End-of-year total assets ($M) among Burlington Graphics Systems, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$26M
Net Income-$2M
Employer EIN391394844
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burlington Graphics Systems, Inc.)

Sponsor-wide plan assets over time

All Burlington Graphics Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 26.332251840668263% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $38.7M $28.5M ▼ -26.3%
Year Plans Participants Total Assets
2022 2 306 $39M
2023 1 140 $31M
2024 1 138 $29M

Nearby ESOP Plans in Wisconsin

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

Burlington Graphics Systems, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Burlington Graphics Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.031149912 · Participants: 140Burlington Graphics Systems, 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
Burlington Graphics Systems, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Burlington Graphics Systems, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Burlington Graphics Systems, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Ryba Marine Construction Co. Employee Stock Ownership Plan in MI ($31M); by covered participants it is Iron Woman Employee Stock Ownership Plan in CO (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Burlington Graphics Systems, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Burlington Graphics Systems, Inc. Employee Stock Ownership Plan pulled back noticeably - down 8.2% during 2023, from $34M to $31M. Reported net income was -$2M.
How have Burlington Graphics Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burlington Graphics Systems, Inc.'s sponsor-wide assets declined 26.3%, from $39M to $29M.
Where does Burlington Graphics Systems, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Burlington Graphics Systems, Inc. Employee Stock Ownership Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Burlington Graphics Systems, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ryba Marine Construction Co. Employee Stock Ownership Plan in MI ($31M, 48 participants).
Which ESOP plans cover a similar participant headcount to Burlington Graphics Systems, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Iron Woman Employee Stock Ownership Plan in CO (140 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 391394844.

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.