ESOP · DOL Form 5500 · 2023

Steinhafels Holding Company, Inc. ESOP

Data updated 2026-08-11

$22M
Total assets
450
Participants
75th
Percentile by assets
$49,529
Avg per participant
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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.

  • 75th percentile by assets (of 127,072 plans)
  • #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.

$22M
total plan assets (2023 EOY)
450
covered participants
75th
percentile by assets (of 127,072 plans)
$49,529
avg assets per participant

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.

Where Steinhafels Holding Company, Inc. Employee Stock Ownership Plan sits 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 $2,010,000,000 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

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 →

State
Wisconsin
Industry
Retail Trade

Steinhafels Holding Company, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Steinhafels Holding Company, Inc. Employee Stock Ownership Plan outranks 75% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

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.)

$10M$20M$30M$40M 202220232024 $33.7M $14.5M ▼ -57.0%
Total plan assets by year, all Steinhafels Holding Company, Inc. plans on file
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 ($B) Participants Steinhafels Holding …, Total assets ($B): 0.022288068 · Participants: 450Steinhafels Holding …Schreiber Foods, Inc…, Total assets ($B): 3.551413763 · Participants: 6108Schreiber Foods, Inc…Woodman's Employees'…, Total assets ($B): 0.700244908 · Participants: 2837Woodman's Employees'…Ki Employee Stock Ow…, Total assets ($B): 0.511365241 · Participants: 1624Ki Employee Stock Ow…Trachte Building Sys…, Total assets ($B): 0.331023295 · Participants: 228Trachte Building Sys…Wausau Supply Compan…, Total assets ($B): 0.31506565 · Participants: 808Wausau Supply Compan…
Steinhafels Holding Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Steinhafels Holding Company, Inc. Employ… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Steinhafels Holding Company, Inc. Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Steinhafels Holding Company, Inc. Employ…

Scale reading

Ways to act on Steinhafels Holding Company, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Steinhafels Holding Company, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
  • Steinhafels Holding Company, Inc.'s sponsor-wide assets have declined 57.0% since 2022 across 3 plan years on file. More Retail Trade plans

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.