ESOP · DOL Form 5500 · 2023

Steinhafels Holding Company, Inc. ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
450
Participants Below avg headcount
75th
Percentile by assets National rank
$49,529
Avg per participant Low balance/head
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Official DOL plan name: Steinhafels Holding Company, Inc. Employee Stock Ownership Plan · Sponsored by Steinhafels Holding Company, Inc. · Wisconsin · Retail Trade

$22M in assets, 450 participants

Steinhafels Holding Company, Inc.'s Steinhafels Holding Company, Inc. Employee Stock Ownership Plan reported $22M in total assets and 450 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #7,078 in Retail Trade (8,414 peers)

Where Steinhafels Holding Company, Inc. Employee Stock Ownership Plan sits by assets

Steinhafels Holding Company, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $22M for 450 participants (~$49,529/participant), down 33.9% in 2023.

#7,078
in Retail Trade (8,414 peers)
-33.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Steinhafels Holding Company, Inc. Employee Stock Ownership Plan's outsized position by total assets

Steinhafels Holding Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$22,288,068 Top 25% higher than 75% 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

Steinhafels Holding Company, 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. Steinhafels Holding Company, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (450 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Steinhafels Holding Company, Inc. Employee Stock Ownership Plan reported net income fell from $15M in the plan year 2022 filing to -$11M in the plan year 2023 filing.
  • Steinhafels Holding Company, Inc. Employee Stock Ownership Plan end-of-year assets fell from $34M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Steinhafels Holding Company, Inc. Employee Stock Ownership Plan reported participants rose from 416 in the plan year 2022 filing to 450 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 862586895 · Steinhafels Holding Company, Inc. PY 2023 · ESOP

Steinhafels Holding Company, Inc. Employee Stock Ownership Plan · $22M · 450 · 75th

  • RANK $22M
  • RANK 450
  • RANK 75th
  • RANK ESOP
  • RANK near Town & Country Grocers of Fredericktown, Mo, Inc Employee Stock Ownership Plan
  • RANK ind #7078

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 →

Steinhafels Holding Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Lvc Employee Stock Ownership PlanLvc Employee Stock Ownership…$22MSteinhafels Holding Company, Inc. Employee Stock Ownership PlanSteinhafels Holding Company,…$22MTown & Country Grocers of Fredericktown, Mo, Inc Employee Stock Ownership PlanTown & Country Grocers of Fr…$22MGateside, Inc Employee Stock Ownership PlanGateside, Inc Employee Stock…$22MEastridge Workforce Solutions Employee Stock Ownership PlanEastridge Workforce Solution…$22M
End-of-year total assets ($M) among Steinhafels Holding Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$19M
Net Income-$11M
Employer EIN862586895
Plan Effective Date2020-07-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Steinhafels Holding Company, Inc.)

Sponsor-wide plan assets over time

All Steinhafels Holding Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 57.01184225435166% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $33.7M $14.5M ▼ -57.0%
Year Plans Participants Total Assets
2022 1 416 $34M
2023 1 450 $22M
2024 1 432 $15M

Nearby ESOP Plans in Wisconsin

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

Steinhafels Holding Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Steinhafels Holding Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.022288068 · Participants: 450Steinhafels Holding Company, 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
Steinhafels Holding Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Steinhafels Holding Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Steinhafels Holding Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Town & Country Grocers of Fredericktown, Mo, Inc Employee Stock Ownership Plan in MO ($22M); by covered participants it is Compunetics, Inc. Employees Stock Ownership Plan in PA (450 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (450 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 Steinhafels Holding Company, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Steinhafels Holding Company, Inc. Employee Stock Ownership Plan contracted severely - down 33.9% during 2023, from $34M to $22M. Reported net income was -$11M.
How have Steinhafels Holding Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steinhafels Holding Company, Inc.'s sponsor-wide assets declined 57.0%, from $34M to $15M.
Where does Steinhafels Holding Company, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Steinhafels Holding Company, Inc. Employee Stock Ownership Plan ranks in the 75th 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 Steinhafels Holding Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Town & Country Grocers of Fredericktown, Mo, Inc Employee Stock Ownership Plan in MO ($22M, 6 participants).
Which ESOP plans cover a similar participant headcount to Steinhafels Holding Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Compunetics, Inc. Employees Stock Ownership Plan in PA (450 participants, $25M 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 862586895.

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.