ESOP · DOL Form 5500 · 2023

Bliffert Lumber & Fuel Co. ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
175
Participants Small participant base
71st
Percentile by assets National rank
$104,493
Avg per participant Below avg balance/head
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Official DOL plan name: Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan · Sponsored by Bliffert Lumber & Fuel Co. · Wisconsin · Wholesale Trade

$18M in assets, 175 participants

Bliffert Lumber & Fuel Co.'s Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan reported $18M in total assets and 175 participants in its 2023 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.

  • #4,245 in Wholesale Trade (6,309 peers)

Coverage in Wisconsin

Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan covers 175 participants in Wisconsin, about 31% of the average Wisconsin filer (state average ~563 per filing). Assets: $18M.

#4,245
in Wholesale Trade (6,309 peers)
+96.6%
assets growth YoY

Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan's outsized position by total assets

Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan vs every filed plan by assets

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

$18,286,329 Top 29% higher than 71% 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

Bliffert Lumber & Fuel Co. 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. Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan sits mid-pack in the medium band (175 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan reported participants fell from 198 in the plan year 2022 filing to 175 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 390170225 · Bliffert Lumber & Fuel Co. PY 2023 · ESOP

Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan · $18M · 175 · 71st

  • PCT $18M
  • EIN 175
  • RANK 71st
  • PHOTO ESOP
  • IND near Imagine One Technology & Management, Ltd. Employee Stock Ownership Plan and Trust
  • EOY ind #4245

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 →

Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan in the asset neighbourhood

Jocott Brands, Inc. Employee Stock Ownership PlanJocott Brands, Inc. Employee…$18MSpeer Industries Employee Stock Ownership PlanSpeer Industries Employee St…$18MVr Systems, Inc. Employee Stock Ownership PlanVr Systems, Inc. Employee St…$18MBliffert Lumber & Fuel Co. Employee Stock Ownership PlanBliffert Lumber & Fuel Co. E…$18MImagine One Technology & Management, Ltd. Employee Stock Ownership Plan and TrustImagine One Technology & Man…$18M
End-of-year total assets ($M) among Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$14M
Net Income$9M
Employer EIN390170225
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bliffert Lumber & Fuel Co.)

Sponsor-wide plan assets over time

All Bliffert Lumber & Fuel Co. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 99.48307208976199% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $21.1M $42M ▲ +99.5%
Year Plans Participants Total Assets
2022 2 431 $21M
2023 2 438 $35M
2024 2 621 $42M

Nearby ESOP Plans in Wisconsin

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

Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan, Total assets ($B): 0.018286329 · Participants: 175Bliffert Lumber & Fuel Co. 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
Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan side-by-side with 3 peers →

Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Imagine One Technology & Management, Ltd. Employee Stock Ownership Plan and Trust in MD ($18M); by covered participants it is Coast to Coast Computer Products, Inc. Employee Stock Ownership Plan in CA (175 participants). Same-state nearby plans are listed separately above.

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 Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan assets move in 2023? ▼
Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan surged - up 96.6% during 2023, from $9M to $18M. Reported net income was $9M.
How have Bliffert Lumber & Fuel Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bliffert Lumber & Fuel Co.'s sponsor-wide assets grew 99.5%, from $21M to $42M.
Which ESOP plans are similar in size to Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Imagine One Technology & Management, Ltd. Employee Stock Ownership Plan and Trust in MD ($18M, 224 participants).
Which ESOP plans cover a similar participant headcount to Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Coast to Coast Computer Products, Inc. Employee Stock Ownership Plan in CA (175 participants, $11M 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 390170225.

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.