ESOP · DOL Form 5500 · 2024
Island City Dray Inc ESOP
Data updated 2026-08-25
- $798K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $266,089
- Avg per participant High balance/head
Official DOL plan name: Island City Dray Profit Sharing Plan · Sponsored by Island City Dray Inc · Wisconsin · Construction
$798K in assets, 3 participants
Island City Dray Inc's Island City Dray Profit Sharing Plan reported $798K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.
- #1,829 in Construction (9,039 peers)
Island City Dray Inc multi-year trail
Island City Dray Inc's plans moved -22.7% in assets from 2023 to 2024; this filing shows Island City Dray Profit Sharing Plan at $798K / 3 participants.
- #1,829
- in Construction (9,039 peers)
- -22.7%
- assets change YoY
The plan reported a net loss of $235K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Island City Dray Profit Sharing Plan among the smaller filed plans by assets
Island City Dray Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$798,266 21st percentile higher than 21% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Island City Dray Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Island City Dray Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Island City Dray Profit Sharing Plan reported net income fell from $171K in the plan year 2023 filing to -$235K in the plan year 2024 filing.
- Island City Dray Profit Sharing Plan end-of-year assets fell from $1M in the plan year 2023 filing to $798K in the plan year 2024 filing.
DOL schedule card
Filing strip 391157144 · Island City Dray Inc PY 2024 · ESOP
Island City Dray Profit Sharing Plan · $798K · 3 · 21st
- BOY $798K
- SCH 3
- EBSA 21st
- PART ESOP
- TYPE near George F. Richardson, Inc. Employee Stock Ownership Plan
- NET ind #1829
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 →
Island City Dray Profit Sharing Plan in the asset neighbourhood
Island City Dray Inc multi-year asset trail
Sponsor-wide plan assets over time
All Island City Dray Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $798K 22.746258603470036% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 3 | $1M |
| 2024 | 1 | 3 | $798K |
Island City Dray Inc filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $798K |
| Net Income | -$235K |
| Employer EIN | 391157144 |
| Plan Effective Date | 1972-01-01 |
| 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 $3.8B · 6,519
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $796M · 2,967
- Ki Employee Stock Ownership Plan $604M · 1,689
- Wausau Supply Company Employee Stock Ownership Plan $333M · 834
- Trachte Building Systems Employee Stock Ownership Plan $315M · 266
Island City Dray Profit Sharing Plan's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is George F. Richardson, Inc. Employee Stock Ownership Plan in GA ($797K); by covered participants it is Royal State Corporation ESOP in HI (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($798K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.