ESOP · DOL Form 5500 · 2024
Action Battery Wholesalers, Inc. ESOP
Data updated 2026-08-11
- $13M
- Total assets
- 36
- Participants
- 61st
- Percentile by assets
- $357,042
- Avg per participant
Official DOL plan name: Action Battery Employee Stock Ownership Plan · Sponsored by Action Battery Wholesalers, Inc. · Wisconsin · Manufacturing
$13M in assets, 36 participants
Action Battery Wholesalers, Inc.'s Action Battery Employee Stock Ownership Plan reported $13M in total assets and 36 participants in its 2024 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.
- 61st percentile by assets (of 123,622 plans)
- #8,565 in Manufacturing (17,777 peers)
Action Battery Wholesalers, Inc. multi-year trail
Action Battery Wholesalers, Inc.'s plans moved +665.1% in assets from 2022 to 2024; this filing shows Action Battery Employee Stock Ownership Plan at $13M / 36 participants.
- $13M
- total plan assets (2024 EOY)
- 36
- covered participants
- 61st
- percentile by assets (of 123,622 plans)
- $357,042
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Action Battery Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Action Battery Employee Stock Ownership Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Action Battery Employee Stock Ownership Plan reported participants rose from 35 in the plan year 2023 filing to 36 in the plan year 2024 filing.
Action Battery Wholesalers, Inc. across 3 plan years on file
Across the 3 plan years Action Battery Wholesalers, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $13M, a gain of 665.1%, while reported participants moved from 33 to 36 (+9.1%). Peak year by sponsor assets: 2024 ($13M); trough: 2022 ($2M).
Action Battery Wholesalers, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 33 | $2M |
| 2023 | 1 | 35 | $7M |
| 2024 | 1 | 36 | $13M |
Action Battery Wholesalers, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | -$34M |
| Net Income | $3M |
| Employer EIN | 391650085 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
Action Battery Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
- Schreiber Foods, Inc Employee Stock Ownership Plan $3.8B · 6,519
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $796M · 2,967
- Ki Employee Stock Ownership Plan $604M · 1,689
- Wausau Supply Company Employee Stock Ownership Plan $333M · 834
- Trachte Building Systems Employee Stock Ownership Plan $315M · 266
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Action Battery Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Action Battery Employee Stock Ownership Plan's numbers.
- By total assets, Action Battery Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
- Action Battery Wholesalers, Inc.'s sponsor-wide assets have grown 665.1% since 2022 across 3 plan years on file. More Manufacturing plans