ESOP · DOL Form 5500 · 2023
Artisans, Inc. ESOP
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 63
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $82,640
- Avg per participant Below avg balance/head
Official DOL plan name: Artisans, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Artisans, Inc. · Wisconsin · Manufacturing
$5M in assets, 63 participants
Artisans, Inc.'s Artisans, Inc. Employee Stock Ownership Plan and Trust reported $5M in total assets and 63 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.
- #5,310 in Manufacturing (18,722 peers)
2023 asset change
Artisans, Inc. Employee Stock Ownership Plan and Trust declined sharply 15.4% in 2023 ($6M → $5M) for 63 participants.
- #5,310
- in Manufacturing (18,722 peers)
- -15.4%
- assets change YoY
The plan reported a net loss of $926K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Artisans, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Manufacturing and all filers
Artisans, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,206,343 45th percentile higher than 45% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Artisans, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Artisans, Inc. Employee Stock Ownership Plan and Trust is a small filing (63 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Artisans, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $1M in the plan year 2022 filing to -$926K in the plan year 2023 filing.
- Artisans, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Artisans, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 62 in the plan year 2022 filing to 63 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 391183740 · Artisans, Inc. PY 2023 · ESOP
Artisans, Inc. Employee Stock Ownership Plan and Trust · $5M · 63 · 45th
- IND $5M
- IND 63
- IND 45th
- IND ESOP
- IND near M.W. Sausse & Co., Inc. Employee Stock Ownership Plan
- IND ind #5310
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 →
Artisans, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Artisans, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Artisans, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 3.382140777371631% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 136 | $14M |
| 2023 | 2 | 140 | $14M |
| 2024 | 2 | 166 | $14M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$926K |
| Employer EIN | 391183740 |
| Plan Effective Date | 2016-12-31 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Schreiber Foods, Inc. Employee Stock Ownership Plan $3.6B · 6,108
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $700M · 2,837
- Ki Employee Stock Ownership Plan $511M · 1,624
- Trachte Building Systems Employee Stock Ownership Plan $331M · 228
- Wausau Supply Company Employee Stock Ownership Plan $315M · 808
Artisans, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is M.W. Sausse & Co., Inc. Employee Stock Ownership Plan in CA ($5M); by covered participants it is The First National Bank Employee Stock Ownership Plan in IL (63 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- M.W. Sausse & Co., Inc. Employee Stock Ownership Plan (CA) $5M · 46
- Electromek Diagnostic Systems, Inc. Employee Stock Ownership Plan (IL) $5M · 40
- S.M. Osgood Company Employee Stock Ownership Plan and Trust (MN) $5M · 22
- Packaging Systems of Indiana, Inc. Employee Stock Ownership Plan (IN) $5M · 29
Similar participant headcount
Nearest other-state filings by covered participants (63 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.