ESOP · DOL Form 5500 · 2024

American Enterprises International, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
7
Participants Small participant base
38th
Percentile by assets National rank
$574,417
Avg per participant High balance/head
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Official DOL plan name: American Enterprises International, Inc. ESOP & Profit Sharing Plan · Sponsored by American Enterprises International, Inc. · Wisconsin · Finance & Insurance

$4M in assets, 7 participants

American Enterprises International, Inc.'s American Enterprises International, Inc. ESOP & Profit Sharing Plan reported $4M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,170 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

American Enterprises International, Inc. ESOP & Profit Sharing Plan holds $4M for 7 participants - about $574,417 per participant, in the lower half of filed plans by assets.

#2,170
in Finance & Insurance (8,549 peers)
+6.5%
assets growth YoY

American Enterprises International, Inc. ESOP & Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

American Enterprises International, Inc. ESOP & Profit Sharing Plan vs every filed plan by assets

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

$4,020,921 38th percentile higher than 38% 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

American Enterprises International, Inc. ESOP & Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Enterprises International, Inc. ESOP & Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • American Enterprises International, Inc. ESOP & Profit Sharing Plan reported net income rose from -$73K in the plan year 2023 filing to $245K in the plan year 2024 filing.
  • American Enterprises International, Inc. ESOP & Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 390896586 · American Enterprises International, Inc. PY 2024 · ESOP

American Enterprises International, Inc. ESOP & Profit Sharing Plan · $4M · 7 · 38th

  • VS-ST $4M
  • BOY 7
  • SCH 38th
  • EBSA ESOP
  • PART near Johnson Contracting Company, Inc. Employee Stock Ownership Plan
  • TYPE ind #2170

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 →

American Enterprises International, Inc. ESOP & Profit Sharing Plan in the asset neighbourhood

American Enterprises International, Inc. ESOP & Profit Sharing PlanAmerican Enterprises Interna…$4MJohnson Contracting Company, Inc. Employee Stock Ownership PlanJohnson Contracting Company,…$4MIpmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) Employee Stock Ownership PlanIpmg Legacy, Inc. (F/K/a R.H…$4MLittleton Coin Company Employee Stock Ownership PlanLittleton Coin Company Emplo…$4MEason Horticultural Resources, Inc. Employee Stock Ownership PlanEason Horticultural Resource…$4M
End-of-year total assets ($M) among American Enterprises International, Inc. ESOP & Profit Sharing Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$245K
Employer EIN390896586
Plan Effective Date1964-01-09
Filing StatusFILING RECEIVED

Sponsor Plan History (American Enterprises International, Inc.)

Sponsor-wide plan assets over time

All American Enterprises International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 4.469354880615241% vs 2022
2024 filing year
$3.7M$3.8M$3.9M$4M$4.1M 202220232024 $3.85M $4.02M ▲ +4.4%
Year Plans Participants Total Assets
2022 1 10 $4M
2023 1 7 $4M
2024 1 7 $4M

Nearby ESOP Plans in Wisconsin

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

American Enterprises International, Inc. ESOP & Profit Sharing Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants American Enterprises International, Inc. ESOP & Profit Sharing Plan, Total assets ($B): 0.004020921 · Participants: 7American Enterprises International, Inc. ESOP & Profit Sharing 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
American Enterprises International, Inc. ESOP & Profit Sharing Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare American Enterprises International, Inc. ESOP & Profit Sharing Plan side-by-side with 3 peers →

American Enterprises International, Inc. ESOP & Profit Sharing Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Johnson Contracting Company, Inc. Employee Stock Ownership Plan in IL ($4M); by covered participants it is P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan in VA (7 participants). Same-state nearby plans are listed separately above.

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 American Enterprises International, Inc. ESOP & Profit Sharing Plan assets move in 2024? ▼
American Enterprises International, Inc. ESOP & Profit Sharing Plan grew at a solid clip - up 6.5% during 2024, from $4M to $4M. Reported net income was $245K.
How have American Enterprises International, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Enterprises International, Inc.'s sponsor-wide assets grew 4.5%, from $4M to $4M.
Which ESOP plans are similar in size to American Enterprises International, Inc. ESOP & Profit Sharing Plan? ▼
Among ESOP plans in other states, the closest by assets is Johnson Contracting Company, Inc. Employee Stock Ownership Plan in IL ($4M, 72 participants).
Which ESOP plans cover a similar participant headcount to American Enterprises International, Inc. ESOP & Profit Sharing Plan? ▼
Among ESOP plans in other states, the closest by covered participants is P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan in VA (7 participants, N/A 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 390896586.

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.