ESOP · DOL Form 5500 · 2023

Spuncast, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
91
Participants Small participant base
65th
Percentile by assets National rank
$149,350
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#9,936
in Manufacturing (18,722 peers)
+16.8%
assets growth YoY

Spuncast Inc Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Spuncast Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$13,590,825 Top 35% higher than 65% 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

Spuncast Inc Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spuncast Inc Employee Stock Ownership Plan is a small filing (91 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391246768 · Spuncast, Inc. PY 2023 · ESOP

Spuncast Inc Employee Stock Ownership Plan · $14M · 91 · 65th

  • 5500 $14M
  • ASSETS 91
  • PCT 65th
  • EIN ESOP
  • RANK near Paramount Export Company Employee Stock Ownership Plan
  • PHOTO ind #9936

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 →

Spuncast Inc Employee Stock Ownership Plan in the asset neighbourhood

Northline Employee Stock Ownership PlanNorthline Employee Stock Own…$14MSpuncast Inc Employee Stock Ownership PlanSpuncast Inc Employee Stock …$14MParamount Export Company Employee Stock Ownership PlanParamount Export Company Emp…$14MFfb Bancorp Employee Stock Ownership PlanFfb Bancorp Employee Stock O…$14MPiping & Equipment Employee Stock Ownership PlanPiping & Equipment Employee …$14M
End-of-year total assets ($M) among Spuncast Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Spuncast, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Spuncast, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 24.80520302613818% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $17.2M $21.4M ▲ +24.8%
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 EIN391246768
Plan Effective Date2004-10-01
Filing StatusFILING 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 Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Spuncast Inc Employee Stock Ownership Plan, Total assets ($B): 0.013590825 · Participants: 91Spuncast 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
Spuncast Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Spuncast Inc Employee Stock Ownership Plan side-by-side with 3 peers →

Spuncast Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Paramount Export Company Employee Stock Ownership Plan in CA ($14M); by covered participants it is West Plains Bancshares Employee Stock Ownership Plan in MO (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 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 Spuncast Inc Employee Stock Ownership Plan assets move in 2023? ▼
Spuncast Inc Employee Stock Ownership Plan grew sharply - up 16.8% during 2023, from $12M to $14M. Reported net income was $2M.
How have Spuncast, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spuncast, Inc.'s sponsor-wide assets grew 24.8%, from $17M to $21M.
Which ESOP plans are similar in size to Spuncast Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Paramount Export Company Employee Stock Ownership Plan in CA ($14M, 54 participants).
Which ESOP plans cover a similar participant headcount to Spuncast Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is West Plains Bancshares Employee Stock Ownership Plan in MO (91 participants, $2M 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 391246768.

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.