ESOP · DOL Form 5500 · 2024

Electro Power Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
27
Participants Small participant base
28th
Percentile by assets National rank
$67,049
Avg per participant Below avg balance/head
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Official DOL plan name: Electro Power Inc. Employee Stock Ownership Plan · Sponsored by Electro Power Inc. · Wisconsin · Professional & Technical Services

$2M in assets, 27 participants

Electro Power Inc.'s Electro Power Inc. Employee Stock Ownership Plan reported $2M in total assets and 27 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,830 in Professional & Technical Services (20,173 peers)

Electro Power Inc. multi-year trail

Electro Power Inc.'s plans moved +118.1% in assets from 2022 to 2024; this filing shows Electro Power Inc. Employee Stock Ownership Plan at $2M / 27 participants.

#4,830
in Professional & Technical Services (20,173 peers)
+88.6%
assets growth YoY

Electro Power Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Electro Power Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,810,325 28th percentile higher than 28% 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

Electro Power Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Electro Power Inc. Employee Stock Ownership Plan is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Electro Power Inc. Employee Stock Ownership Plan reported net income rose from $249K in the plan year 2023 filing to $973K in the plan year 2024 filing.
  • Electro Power Inc. Employee Stock Ownership Plan end-of-year assets rose from $960K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Electro Power Inc. Employee Stock Ownership Plan reported participants rose from 21 in the plan year 2023 filing to 27 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 391688643 · Electro Power Inc. PY 2024 · ESOP

Electro Power Inc. Employee Stock Ownership Plan · $2M · 27 · 28th

  • EBSA $2M
  • PART 27
  • TYPE 28th
  • NET ESOP
  • BOOK near Speer Financial, Inc. Employee Stock Ownership Plan and Trust
  • VS-ST ind #4830

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 →

Electro Power Inc. Employee Stock Ownership Plan in the asset neighbourhood

Electro Power Inc. Employee Stock Ownership PlanElectro Power Inc. Employee …$2MSpeer Financial, Inc. Employee Stock Ownership Plan and TrustSpeer Financial, Inc. Employ…$2MDix.Hite ESOP and Trust$2MDensand Inc Employee Stock Ownership PlanDensand Inc Employee Stock O…$2MIea, Inc. Employee Stock Ownership PlanIea, Inc. Employee Stock Own…$2M
End-of-year total assets ($M) among Electro Power Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Electro Power Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Electro Power Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 118.11144578313252% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.83M $1.81M ▲ +118.1%
Year Plans Participants Total Assets
2022 1 26 $830K
2023 1 21 $960K
2024 1 27 $2M

Electro Power Inc. filing trail (2024)

Total Assets (Beginning of Year)$960K
Net Assets (End of Year)-$6M
Net Income$973K
Employer EIN391688643
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Electro Power Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Electro Power Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001810325 · Participants: 27Electro Power Inc. 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
Electro Power Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Electro Power Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Speer Financial, Inc. Employee Stock Ownership Plan and Trust in IL ($2M); by covered participants it is Site Supply Employee Stock Ownership Plan in OH (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Electro Power Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Electro Power Inc. Employee Stock Ownership Plan surged - up 88.6% during 2024, from $960K to $2M. Reported net income was $973K.
How have Electro Power Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Electro Power Inc.'s sponsor-wide assets grew 118.1%, from $830K to $2M.
Which ESOP plans are similar in size to Electro Power Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Speer Financial, Inc. Employee Stock Ownership Plan and Trust in IL ($2M, 14 participants).
Which ESOP plans cover a similar participant headcount to Electro Power Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Site Supply Employee Stock Ownership Plan in OH (27 participants, $32M 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 391688643.

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.