ESOP · DOL Form 5500 · 2023

Helwig Carbon Products, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
209
Participants Below avg headcount
58th
Percentile by assets National rank
$45,774
Avg per participant Low balance/head
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Official DOL plan name: Helwig Carbon Products, Inc. Employee Stock Ownership Plan · Sponsored by Helwig Carbon Products, Inc. · Wisconsin · Manufacturing

$10M in assets, 209 participants

Helwig Carbon Products, Inc.'s Helwig Carbon Products, Inc. Employee Stock Ownership Plan reported $10M in total assets and 209 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #8,151 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Helwig Carbon Products, Inc. Employee Stock Ownership Plan covers 209 participants in Wisconsin, about 37% of the average Wisconsin filer (state average ~563 per filing). Assets: $10M.

#8,151
in Manufacturing (18,722 peers)
+13.1%
assets growth YoY

Helwig Carbon Products, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Helwig Carbon Products, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$9,566,853 Top 42% higher than 58% 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

Helwig Carbon Products, 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. Helwig Carbon Products, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (209 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Helwig Carbon Products, Inc. Employee Stock Ownership Plan reported net income rose from $990K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Helwig Carbon Products, Inc. Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Helwig Carbon Products, Inc. Employee Stock Ownership Plan reported participants rose from 202 in the plan year 2022 filing to 209 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 390342040 · Helwig Carbon Products, Inc. PY 2023 · ESOP

Helwig Carbon Products, Inc. Employee Stock Ownership Plan · $10M · 209 · 58th

  • IND $10M
  • IND 209
  • IND 58th
  • IND ESOP
  • IND near Foldcraft Co. Employee Stock Ownership Plan
  • IND ind #8151

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 →

Helwig Carbon Products, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Carrier Johnson Employee Stock Ownership PlanCarrier Johnson Employee Sto…$10MHelwig Carbon Products, Inc. Employee Stock Ownership PlanHelwig Carbon Products, Inc.…$10MFoldcraft Co. Employee Stock Ownership PlanFoldcraft Co. Employee Stock…$10MTen-E Packaging Services, Inc. Employee Stock Ownership Plan and TrustTen-E Packaging Services, In…$10MNelson Engineering Company Employee Stock Ownership PlanNelson Engineering Company E…$10M
End-of-year total assets ($M) among Helwig Carbon Products, 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)$8M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN390342040
Plan Effective Date2014-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Helwig Carbon Products, Inc.)

Sponsor-wide plan assets over time

All Helwig Carbon Products, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 19.38649289136433% vs 2022
2023 filing year
$35M$40M$45M 20222023 $36M $42.9M ▲ +19.4%
Year Plans Participants Total Assets
2022 2 458 $36M
2023 2 469 $43M

Nearby ESOP Plans in Wisconsin

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

Helwig Carbon Products, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Helwig Carbon Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.009566853 · Participants: 209Helwig Carbon Products, 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
Helwig Carbon Products, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Helwig Carbon Products, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Helwig Carbon Products, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Foldcraft Co. Employee Stock Ownership Plan in MN ($10M); by covered participants it is Piece Management, Inc. Employee Stock Ownership Plan in NY (209 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (209 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 Helwig Carbon Products, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Helwig Carbon Products, Inc. Employee Stock Ownership Plan grew at a solid clip - up 13.1% during 2023, from $8M to $10M. Reported net income was $1M.
How have Helwig Carbon Products, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Helwig Carbon Products, Inc.'s sponsor-wide assets grew 19.4%, from $36M to $43M.
Which ESOP plans are similar in size to Helwig Carbon Products, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Foldcraft Co. Employee Stock Ownership Plan in MN ($10M, 121 participants).
Which ESOP plans cover a similar participant headcount to Helwig Carbon Products, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Piece Management, Inc. Employee Stock Ownership Plan in NY (209 participants, $15M 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 390342040.

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.