ESOP · DOL Form 5500 · 2023

Bliffert Lumber & Fuel Co. ESOP

Data updated 2026-08-11

$18M
Total assets: 175
Participants: 71st
Percentile by assets: $104,493
Avg per participant

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.

71st percentile by assets (of 127,072 plans)
#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.

$18M
total plan assets (2023 EOY): 175
covered participants: 71st
percentile by assets (of 127,072 plans): $104,493
avg assets per participant

Where Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan sits 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

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 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 →

State

Wisconsin

Industry

Wholesale Trade

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan reports 175 participants - about 31% of that state average ($18M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$14M
Net Income	$9M
Employer EIN	390170225
Plan Effective Date	2020-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bliffert Lumber & Fuel Co.)

Total plan assets by year, all Bliffert Lumber & Fuel Co. plans on file

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

Schreiber Foods, Inc. Employee Stock Ownership Plan $3.6B · 6,108
Woodman's Employees' Profit Sharing and Stock Ownership Plan $700M · 2,837
Ki Employee Stock Ownership Plan $511M · 1,624
Trachte Building Systems Employee Stock Ownership Plan $331M · 228
Wausau Supply Company Employee Stock Ownership Plan $315M · 808

Compare Bliffert Lumber & Fuel Co. Employee Stoc… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan by total assets, not by location.

Imagine One Technology & Management, Ltd. Employee Stock Ownership Plan and Trust (MD) $18M · 224
Vr Systems, Inc. Employee Stock Ownership Plan (FL) $18M · 44
Speer Industries Employee Stock Ownership Plan (OH) $18M · 42
Jocott Brands, Inc. Employee Stock Ownership Plan (CA) $18M · 51

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).

Next read for Bliffert Lumber & Fuel Co. Employee Stoc…

Filing takeaways

Ways to act on Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan's numbers.

By total assets, Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
Bliffert Lumber & Fuel Co.'s sponsor-wide assets have grown 99.5% since 2022 across 3 plan years on file. More Wholesale 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 390170225.