ESOP · DOL Form 5500 · 2023

Wolgast Corporation ESOP

Data updated 2026-08-11

$44M
Total assets
120
Participants
84th
Percentile by assets
$363,656
Avg per participant
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Official DOL plan name: Wolgast Corporation Employee Stock Ownership Plan · Sponsored by Wolgast Corporation · Michigan · Construction

$44M in assets, 120 participants

Wolgast Corporation's Wolgast Corporation Employee Stock Ownership Plan reported $44M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • 84th percentile by assets (of 127,072 plans)
  • #7,404 in Construction (9,030 peers)

Coverage in Michigan

Wolgast Corporation Employee Stock Ownership Plan covers 120 participants in Michigan, about 19% of the average Michigan filer (state average ~638 per filing). Assets: $44M.

$44M
total plan assets (2023 EOY)
120
covered participants
84th
percentile by assets (of 127,072 plans)
$363,656
avg assets per participant

Where Wolgast Corporation Employee Stock Ownership Plan sits by total assets

Wolgast Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$43,638,672 Top 16% higher than 84% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wolgast Corporation Employee Stock Ownership Plan reported net income fell from $6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Wolgast Corporation Employee Stock Ownership Plan end-of-year assets rose from $39M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Wolgast Corporation Employee Stock Ownership Plan reported participants rose from 113 in the plan year 2022 filing to 120 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Participants vs Michigan filers

In Michigan, the average filing covers about 638 participants across 4,220 plans. Wolgast Corporation Employee Stock Ownership Plan reports 120 participants - about 19% of that state average ($44M EOY assets).

Michigan filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$36M
Net Income$4M
Employer EIN381912119
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wolgast Corporation)

$45M$50M$55M$60M 202220232024 $47.7M $58.8M ▲ +23.4%
Total plan assets by year, all Wolgast Corporation plans on file
Year Plans Participants Total Assets
2022 2 217 $48M
2023 2 235 $55M
2024 2 214 $59M

Nearby ESOP Plans in Michigan

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

Wolgast Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants

Wolgast Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -0.500.511.5 Total assets ($B) Participants Wolgast Corporation …Mcnaughton-Mckay Ele…The Kendall Group Em…Project Worldwide, I…Motor City Electric …Lee Contracting, Inc…
Wolgast Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Wolgast Corporation Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Wolgast Corporation Employee Stock Ownership Plan assets move in 2023?
Wolgast Corporation Employee Stock Ownership Plan grew at a solid clip - up 11.6% during 2023, from $39M to $44M. Reported net income was $4M.
How have Wolgast Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Wolgast Corporation's sponsor-wide assets grew 23.4%, from $48M to $59M.
Where does Wolgast Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Wolgast Corporation Employee Stock Ownership Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Wolgast Corporation Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Friends & Family Prevailing Wage ESOP Retirement Plan in NY ($44M, 7,960 participants).

Next read for Wolgast Corporation Employee Stock Owner…

Filing takeaways

Ways to act on Wolgast Corporation Employee Stock Ownership Plan's numbers.

  • By total assets, Wolgast Corporation Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Michigan. Compare plans
  • Wolgast Corporation's sponsor-wide assets have grown 23.4% since 2022 across 3 plan years on file. More Construction plans