ESOP · DOL Form 5500 · 2024

New Glarus Brewing Company ESOP

Data updated 2026-08-25

$27M
Total assets Below avg plan size
104
Participants Small participant base
75th
Percentile by assets National rank
$255,511
Avg per participant Above avg balance/head
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Official DOL plan name: New Glarus Brewing Company Employee Stock Ownership Plan · Sponsored by New Glarus Brewing Company · Wisconsin · Manufacturing

$27M in assets, 104 participants

New Glarus Brewing Company's New Glarus Brewing Company Employee Stock Ownership Plan reported $27M in total assets and 104 participants in its 2024 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.

  • #11,765 in Manufacturing (17,777 peers)

Coverage in Wisconsin

New Glarus Brewing Company Employee Stock Ownership Plan covers 104 participants in Wisconsin, about 18% of the average Wisconsin filer (state average ~563 per filing). Assets: $27M.

#11,765
in Manufacturing (17,777 peers)
+6.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

New Glarus Brewing Company Employee Stock Ownership Plan's outsized position by total assets

New Glarus Brewing Company Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$26,573,153 Top 25% higher than 75% of 123,620 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 2024

New Glarus Brewing Company Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New Glarus Brewing Company Employee Stock Ownership Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • New Glarus Brewing Company Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • New Glarus Brewing Company Employee Stock Ownership Plan end-of-year assets rose from $25M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • New Glarus Brewing Company Employee Stock Ownership Plan reported participants rose from 98 in the plan year 2023 filing to 104 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 391763272 · New Glarus Brewing Company PY 2024 · ESOP

New Glarus Brewing Company Employee Stock Ownership Plan · $27M · 104 · 75th

  • BOOK $27M
  • BOOK 104
  • BOOK 75th
  • BOOK ESOP
  • BOOK near Sentinel Technologies Inc. Employee Stock Ownership Plan
  • BOOK ind #11765

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 →

New Glarus Brewing Company Employee Stock Ownership Plan in the asset neighbourhood

Rifenburg Employee Stock Ownership PlanRifenburg Employee Stock Own…$27MNew Glarus Brewing Company Employee Stock Ownership PlanNew Glarus Brewing Company E…$27MSentinel Technologies Inc. Employee Stock Ownership PlanSentinel Technologies Inc. E…$27MRampart Multifamily, Inc. Employee Stock Ownership PlanRampart Multifamily, Inc. Em…$27MDorsett & Jackson, Inc. Employee Stock Ownership PlanDorsett & Jackson, Inc. Empl…$26M
End-of-year total assets ($M) among New Glarus Brewing Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN391763272
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Glarus Brewing Company)

Sponsor-wide plan assets over time

All New Glarus Brewing Company plans reported in each filing year

Latest sponsor-wide plan assets
$38M 27.08895523816932% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $30.1M $38.2M ▲ +27.1%
Year Plans Participants Total Assets
2022 2 197 $30M
2023 2 206 $35M
2024 2 214 $38M

Nearby ESOP Plans in Wisconsin

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

New Glarus Brewing Company Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants New Glarus Brewing Company Employee Stock Ownership Plan, Total assets ($B): 0.026573153 · Participants: 104New Glarus Brewing Company Employee Stock Ownership PlanSchreiber Foods, Inc Employee Stock Ownership Plan, Total assets ($B): 3.761100176 · Participants: 6519Schreiber Foods, Inc Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.795573537 · Participants: 2967Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.604138718 · Participants: 1689Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.332844757 · Participants: 834Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.31505419 · Participants: 266Trachte Building Systems Employee Stock Ownership Plan
New Glarus Brewing Company Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare New Glarus Brewing Company Employee Stock Ownership Plan side-by-side with 3 peers →

New Glarus Brewing Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Sentinel Technologies Inc. Employee Stock Ownership Plan in IL ($27M); by covered participants it is Nth Consultants Ltd Employee Stock Ownership Plan in MI (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did New Glarus Brewing Company Employee Stock Ownership Plan assets move in 2024? ▼
New Glarus Brewing Company Employee Stock Ownership Plan grew at a solid clip - up 6.8% during 2024, from $25M to $27M. Reported net income was $2M.
How have New Glarus Brewing Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Glarus Brewing Company's sponsor-wide assets grew 27.1%, from $30M to $38M.
Where does New Glarus Brewing Company Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
New Glarus Brewing Company Employee Stock Ownership Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to New Glarus Brewing Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sentinel Technologies Inc. Employee Stock Ownership Plan in IL ($27M, 602 participants).
Which ESOP plans cover a similar participant headcount to New Glarus Brewing Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Nth Consultants Ltd Employee Stock Ownership Plan in MI (104 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391763272.

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.