ESOP · DOL Form 5500 · 2024

Appleton Marine, Inc. ESOP

Data updated 2026-08-25

$21M
Total assets Small plan by assets
41
Participants Small participant base
71st
Percentile by assets National rank
$501,760
Avg per participant High balance/head
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Official DOL plan name: Appleton Marine, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Appleton Marine, Inc. · Wisconsin · Manufacturing

$21M in assets, 41 participants

Appleton Marine, Inc.'s Appleton Marine, Inc. Employee Stock Ownership Plan and Trust reported $21M in total assets and 41 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #10,745 in Manufacturing (17,777 peers)

Appleton Marine, Inc. multi-year trail

Appleton Marine, Inc.'s plans moved +12.5% in assets from 2022 to 2024; this filing shows Appleton Marine, Inc. Employee Stock Ownership Plan and Trust at $21M / 41 participants.

#10,745
in Manufacturing (17,777 peers)
+5.2%
assets growth YoY

Appleton Marine, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Appleton Marine, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$20,572,178 Top 29% higher than 71% of 123,620 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 2024

Appleton Marine, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Appleton Marine, Inc. Employee Stock Ownership Plan and Trust is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Appleton Marine, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Appleton Marine, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 37 in the plan year 2023 filing to 41 in the plan year 2024 filing.
  • Appleton Marine, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $20M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 391539140 · Appleton Marine, Inc. PY 2024 · ESOP

Appleton Marine, Inc. Employee Stock Ownership Plan and Trust · $21M · 41 · 71st

  • ASSETS $21M
  • ASSETS 41
  • ASSETS 71st
  • ASSETS ESOP
  • ASSETS near J. B. Steel Employee Stock Ownership Plan
  • ASSETS ind #10745

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 →

Appleton Marine, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Thermoanalytics, Inc. Employee Stock Ownership PlanThermoanalytics, Inc. Employ…$21MAppleton Marine, Inc. Employee Stock Ownership Plan and TrustAppleton Marine, Inc. Employ…$21MJ. B. Steel Employee Stock Ownership PlanJ. B. Steel Employee Stock O…$21MUscb, Inc. Employee Stock Ownership PlanUscb, Inc. Employee Stock Ow…$21MNlogic, Inc. Employee Stock Ownership PlanNlogic, Inc. Employee Stock …$21M
End-of-year total assets ($M) among Appleton Marine, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Appleton Marine, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Appleton Marine, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 12.476568040025828% vs 2022
2024 filing year
$18M$19M$20M$21M 202220232024 $18.3M $20.6M ▲ +12.5%
Year Plans Participants Total Assets
2022 1 41 $18M
2023 1 37 $20M
2024 1 41 $21M

Appleton Marine, Inc. filing trail (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$21M
Net Income$1M
Employer EIN391539140
Plan Effective Date1999-02-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Appleton Marine, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Appleton Marine, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.020572178 · Participants: 41Appleton Marine, Inc. Employee Stock Ownership Plan and TrustSchreiber Foods, Inc Employee Stock Ownership Plan, Total assets ($B): 3.761100176 · Participants: 6519Schreiber Foods, Inc Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.795573537 · Participants: 2967Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.604138718 · Participants: 1689Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.332844757 · Participants: 834Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.31505419 · Participants: 266Trachte Building Systems Employee Stock Ownership Plan
Appleton Marine, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Appleton Marine, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Appleton Marine, 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 J. B. Steel Employee Stock Ownership Plan in AZ ($21M); by covered participants it is Custom Dental Management, Inc. Employee Stock Ownership Plan in MO (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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.

Frequently Asked Questions

How did Appleton Marine, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Appleton Marine, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 5.2% during 2024, from $20M to $21M. Reported net income was $1M.
How have Appleton Marine, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Appleton Marine, Inc.'s sponsor-wide assets grew 12.5%, from $18M to $21M.
Which ESOP plans are similar in size to Appleton Marine, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is J. B. Steel Employee Stock Ownership Plan in AZ ($21M, 83 participants).
Which ESOP plans cover a similar participant headcount to Appleton Marine, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Custom Dental Management, Inc. Employee Stock Ownership Plan in MO (41 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391539140.

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.