ESOP · DOL Form 5500 · 2024

Mounds East, Inc. ESOP

Data updated 2026-08-11

$41M
Total assets
33
Participants
82nd
Percentile by assets
$1.3M
Avg per participant
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Official DOL plan name: Mounds East, Inc. Employee Stock Ownership Plan · Sponsored by Mounds East, Inc. · Wisconsin · Retail Trade

$41M in assets, 33 participants

Mounds East, Inc.'s Mounds East, Inc. Employee Stock Ownership Plan reported $41M in total assets and 33 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • 82nd percentile by assets (of 123,622 plans)
  • #7,211 in Retail Trade (8,048 peers)

Where Mounds East, Inc. Employee Stock Ownership Plan sits by assets

Mounds East, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $41M for 33 participants (~$1.3M/participant), up 4.2% in 2024.

$41M
total plan assets (2024 EOY)
33
covered participants
82nd
percentile by assets (of 123,622 plans)
$1.3M
avg assets per participant

Where Mounds East, Inc. Employee Stock Ownership Plan sits by total assets

Mounds East, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$41,351,504 Top 18% higher than 82% of 123,620 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 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mounds East, Inc. Employee Stock Ownership Plan reported participants rose from 22 in the plan year 2023 filing to 33 in the plan year 2024 filing.
  • Mounds East, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Mounds East, Inc. Employee Stock Ownership Plan end-of-year assets rose from $40M in the plan year 2023 filing to $41M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Wisconsin
Industry
Retail Trade

Mounds East, Inc. Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Mounds East, Inc. Employee Stock Ownership Plan outranks 82% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$38M
Net Income$2M
Employer EIN391795845
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mounds East, Inc.)

$36M$38M$40M$42M 202220232024 $38M $41.4M ▲ +8.9%
Total plan assets by year, all Mounds East, Inc. plans on file
Year Plans Participants Total Assets
2022 1 30 $38M
2023 1 22 $40M
2024 1 33 $41M

Nearby ESOP Plans in Wisconsin

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

Mounds East, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Mounds East, Inc. Em…, Total assets ($B): 0.041351504 · Participants: 33Mounds East, Inc. Em…Schreiber Foods, Inc…, Total assets ($B): 3.761100176 · Participants: 6519Schreiber Foods, Inc…Woodman's Employees'…, Total assets ($B): 0.795573537 · Participants: 2967Woodman's Employees'…Ki Employee Stock Ow…, Total assets ($B): 0.604138718 · Participants: 1689Ki Employee Stock Ow…Wausau Supply Compan…, Total assets ($B): 0.332844757 · Participants: 834Wausau Supply Compan…Trachte Building Sys…, Total assets ($B): 0.31505419 · Participants: 266Trachte Building Sys…
Mounds East, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Mounds East, Inc. Employee Stock Ownersh… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Mounds East, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Mounds East, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Mounds East, Inc. Employee Stock Ownership Plan edged up modestly - up 4.2% during 2024, from $40M to $41M. Reported net income was $2M.
How have Mounds East, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mounds East, Inc.'s sponsor-wide assets grew 8.9%, from $38M to $41M.
Where does Mounds East, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Mounds East, Inc. Employee Stock Ownership Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Mounds East, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan in CA ($41M, 248 participants).

Next read for Mounds East, Inc. Employee Stock Ownersh…

Scale reading

Ways to act on Mounds East, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Mounds East, Inc. 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 Wisconsin. Compare plans
  • Mounds East, Inc.'s sponsor-wide assets have grown 8.9% since 2022 across 3 plan years on file. More Retail Trade plans

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 391795845.

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.