ESOP · DOL Form 5500 · 2023
Spuncast, Inc. ESOP
Data updated 2026-08-11
- $14M
- Total assets
- 91
- Participants
- 65th
- Percentile by assets
- $149,350
- Avg per participant
Official DOL plan name: Spuncast Inc Employee Stock Ownership Plan · Sponsored by Spuncast, Inc. · Wisconsin · Manufacturing
$14M in assets, 91 participants
Spuncast, Inc.'s Spuncast Inc Employee Stock Ownership Plan reported $14M in total assets and 91 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- 65th percentile by assets (of 127,072 plans)
- #9,936 in Manufacturing (18,722 peers)
Spuncast, Inc. multi-year trail
Spuncast, Inc.'s plans moved +24.8% in assets from 2022 to 2024; this filing shows Spuncast Inc Employee Stock Ownership Plan at $14M / 91 participants.
- $14M
- total plan assets (2023 EOY)
- 91
- covered participants
- 65th
- percentile by assets (of 127,072 plans)
- $149,350
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Spuncast Inc Employee Stock Ownership Plan reported net income rose from $966K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Spuncast Inc Employee Stock Ownership Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Spuncast Inc Employee Stock Ownership Plan reported participants rose from 89 in the plan year 2022 filing to 91 in the plan year 2023 filing.
Spuncast, Inc. across 3 plan years on file
Across the 3 plan years Spuncast, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $17M to $21M, a gain of 24.8%, while reported participants moved from 199 to 229 (+15.1%). Peak year by sponsor assets: 2024 ($21M); trough: 2022 ($17M).
Spuncast, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 199 | $17M |
| 2023 | 2 | 205 | $21M |
| 2024 | 2 | 229 | $21M |
Spuncast, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 391246768 |
| Plan Effective Date | 2004-10-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
Spuncast Inc 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Spuncast Inc Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Spuncast Inc Employee Stock Ownership Plan's numbers.
- By total assets, Spuncast Inc 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
- Spuncast, Inc.'s sponsor-wide assets have grown 24.8% since 2022 across 3 plan years on file. More Manufacturing plans