ESOP · DOL Form 5500 · 2023

A to Z Machine Company, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
109
Participants Small participant base
61st
Percentile by assets National rank
$103,761
Avg per participant Below avg balance/head
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Official DOL plan name: A to Z Machine Company, Inc. Employee Stock Ownership Plan · Sponsored by A to Z Machine Company, Inc. · Wisconsin · Manufacturing

$11M in assets, 109 participants

A to Z Machine Company, Inc.'s A to Z Machine Company, Inc. Employee Stock Ownership Plan reported $11M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #9,019 in Manufacturing (18,722 peers)

Coverage in Wisconsin

A to Z Machine Company, Inc. Employee Stock Ownership Plan covers 109 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $11M.

#9,019
in Manufacturing (18,722 peers)
-14.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

A to Z Machine Company, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

A to Z Machine Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$11,310,000 Top 39% higher than 61% 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

A to Z Machine Company, Inc. 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. A to Z Machine Company, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • A to Z Machine Company, Inc. Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • A to Z Machine Company, Inc. Employee Stock Ownership Plan end-of-year assets fell from $13M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • A to Z Machine Company, Inc. Employee Stock Ownership Plan reported participants fell from 118 in the plan year 2022 filing to 109 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391864014 · A to Z Machine Company, Inc. PY 2023 · ESOP

A to Z Machine Company, Inc. Employee Stock Ownership Plan · $11M · 109 · 61st

  • RANK $11M
  • RANK 109
  • RANK 61st
  • RANK ESOP
  • RANK near Doors Incorporated Employee Stock Ownership Plan
  • RANK ind #9019

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 →

A to Z Machine Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Midwest Equipment Company Employee Stock Ownership PlanMidwest Equipment Company Em…$11MGai Employee Stock Ownership PlanGai Employee Stock Ownership…$11MA to Z Machine Company, Inc. Employee Stock Ownership PlanA to Z Machine Company, Inc.…$11MDoors Incorporated Employee Stock Ownership PlanDoors Incorporated Employee …$11MQuirk Wire Co., Inc. Employee Stock Ownership PlanQuirk Wire Co., Inc. Employe…$11M
End-of-year total assets ($M) among A to Z Machine Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$409K
Net Income-$2M
Employer EIN391864014
Plan Effective Date2017-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (A to Z Machine Company, Inc.)

Sponsor-wide plan assets over time

All A to Z Machine Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 1.0143632802190565% vs 2022
2024 filing year
$28M$28.5M$29M$29.5M$30M 202220232024 $28.7M $28.5M ▼ -1.0%
Year Plans Participants Total Assets
2022 2 252 $29M
2023 2 233 $30M
2024 2 244 $28M

Nearby ESOP Plans in Wisconsin

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

A to Z Machine Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants A to Z Machine Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.01131 · Participants: 109A to Z Machine Company, 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
A to Z Machine Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare A to Z Machine Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

A to Z Machine Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Doors Incorporated Employee Stock Ownership Plan in IA ($11M); by covered participants it is Blue Ridge Employees Stock Ownership Plan in MO (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 A to Z Machine Company, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
A to Z Machine Company, Inc. Employee Stock Ownership Plan pulled back noticeably - down 14.1% during 2023, from $13M to $11M. Reported net income was -$2M.
How have A to Z Machine Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A to Z Machine Company, Inc.'s sponsor-wide assets declined 1.0%, from $29M to $28M.
Which ESOP plans are similar in size to A to Z Machine Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Doors Incorporated Employee Stock Ownership Plan in IA ($11M, 90 participants).
Which ESOP plans cover a similar participant headcount to A to Z Machine Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Blue Ridge Employees Stock Ownership Plan in MO (109 participants, $3M 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 391864014.

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.