ESOP · DOL Form 5500 · 2024
ESOP Partners, Inc. ESOP
Data updated 2026-08-25
- $695K
- Total assets Small plan by assets
- 30
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $23,162
- Avg per participant Low balance/head
Official DOL plan name: ESOP Partners Employee Stock Ownership Plan · Sponsored by ESOP Partners, Inc. · Wisconsin · Professional & Technical Services
$695K in assets, 30 participants
ESOP Partners, Inc.'s ESOP Partners Employee Stock Ownership Plan reported $695K in total assets and 30 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.
- #3,132 in Professional & Technical Services (20,173 peers)
ESOP Partners, Inc. multi-year trail
ESOP Partners, Inc.'s plans moved +188.8% in assets from 2022 to 2024; this filing shows ESOP Partners Employee Stock Ownership Plan at $695K / 30 participants.
- #3,132
- in Professional & Technical Services (20,173 peers)
- +33.1%
- assets growth YoY
ESOP Partners Employee Stock Ownership Plan among the smaller filed plans by assets
ESOP Partners Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$694,869 20th percentile higher than 20% 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
ESOP Partners Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. ESOP Partners Employee Stock Ownership Plan is a small filing (30 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- ESOP Partners Employee Stock Ownership Plan reported net income fell from $282K in the plan year 2023 filing to $173K in the plan year 2024 filing.
- ESOP Partners Employee Stock Ownership Plan end-of-year assets rose from $522K in the plan year 2023 filing to $695K in the plan year 2024 filing.
- ESOP Partners Employee Stock Ownership Plan reported participants rose from 24 in the plan year 2023 filing to 30 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 205396546 · ESOP Partners, Inc. PY 2024 · ESOP
ESOP Partners Employee Stock Ownership Plan · $695K · 30 · 20th
- VS-ST $695K
- BOY 30
- SCH 20th
- EBSA ESOP
- PART near Deluxe Trailer Supply Money Purchase Employee Stock Ownership Plan and Trust
- TYPE ind #3132
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 →
ESOP Partners Employee Stock Ownership Plan in the asset neighbourhood
ESOP Partners, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All ESOP Partners, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $695K 188.83074237259956% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 26 | $241K |
| 2023 | 1 | 24 | $522K |
| 2024 | 1 | 30 | $695K |
ESOP Partners, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $522K |
|---|---|
| Net Assets (End of Year) | $695K |
| Net Income | $173K |
| Employer EIN | 205396546 |
| Plan Effective Date | 2019-01-01 |
| 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
ESOP Partners Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is Deluxe Trailer Supply Money Purchase Employee Stock Ownership Plan and Trust in CA ($695K); by covered participants it is Blankenberger Brothers, Inc. Employee Stock Ownership Plan and Trust Agreement in IN (30 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($695K here).
- Deluxe Trailer Supply Money Purchase Employee Stock Ownership Plan and Trust (CA) $695K · 4
- Satellite Services, Inc. Employee Stock Ownership Plan (MI) $694K · 47
- J.B. Esker & Sons, Inc. Employee Stock Ownership Plan (IL) $696K · 62
- Terabyte Holdings, Inc. Employee Stock Ownership Plan (IL) $693K · 49
Similar participant headcount
Nearest other-state filings by covered participants (30 participants); asset peers above are excluded.
- Blankenberger Brothers, Inc. Employee Stock Ownership Plan and Trust Agreement (IN) 30 · 0 off
- Earl Bacon Agency, Inc. Employee Stock Ownership Plan (FL) 30 · 0 off
- Rubber Track Solutions, Inc. Employee Stock Ownership Plan (TX) 30 · 0 off
- Johnson-Melloh Employee Stock Ownership Plan (IN) 30 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.