ESOP · DOL Form 5500 · 2024
Entwistle Metal Fabricating, Inc. ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $257,486
- Avg per participant Above avg balance/head
Official DOL plan name: Entwistle Metal Fabricating Employee Stock Ownership Plan · Sponsored by Entwistle Metal Fabricating, Inc. · Wisconsin · Manufacturing
$3M in assets, 10 participants
Entwistle Metal Fabricating, Inc.'s Entwistle Metal Fabricating Employee Stock Ownership Plan reported $3M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.
- #2,874 in Manufacturing (17,777 peers)
2024 asset change
Entwistle Metal Fabricating Employee Stock Ownership Plan pulled back noticeably 8.0% in 2024 ($3M → $3M) for 10 participants.
- #2,874
- in Manufacturing (17,777 peers)
- -8.0%
- assets change YoY
The plan reported a net loss of $125K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Entwistle Metal Fabricating Employee Stock Ownership Plan among the smaller filed plans by assets
Entwistle Metal Fabricating Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,574,860 32nd percentile higher than 32% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Entwistle Metal Fabricating Employee Stock Ownership 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. Entwistle Metal Fabricating Employee Stock Ownership Plan is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Entwistle Metal Fabricating Employee Stock Ownership Plan reported net income fell from $401K in the plan year 2023 filing to -$125K in the plan year 2024 filing.
- Entwistle Metal Fabricating Employee Stock Ownership Plan reported participants rose from 9 in the plan year 2023 filing to 10 in the plan year 2024 filing.
- Entwistle Metal Fabricating Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 391396608 · Entwistle Metal Fabricating, Inc. PY 2024 · ESOP
Entwistle Metal Fabricating Employee Stock Ownership Plan · $3M · 10 · 32nd
- PART $3M
- PART 10
- PART 32nd
- PART ESOP
- PART near Tri-County Auto Group, Inc. Employee Stock Ownership Plan
- PART ind #2874
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 →
Entwistle Metal Fabricating Employee Stock Ownership Plan in the asset neighbourhood
Entwistle Metal Fabricating, Inc. years around the 2024 move
Sponsor-wide plan assets over time
All Entwistle Metal Fabricating, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 1.6460940463168834% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 24 | $4M |
| 2023 | 2 | 19 | $4M |
| 2024 | 2 | 19 | $4M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$125K |
| Employer EIN | 391396608 |
| Plan Effective Date | 2009-03-25 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
- 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
Entwistle Metal Fabricating Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is Tri-County Auto Group, Inc. Employee Stock Ownership Plan in KY ($3M); by covered participants it is Micro USA, Inc. Employee Stock Ownership Plan in CA (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Tri-County Auto Group, Inc. Employee Stock Ownership Plan (KY) $3M · 64
- J.L. Rogers & Callcott Engineers, Inc. Leveraged Employee Stock Ownership Plan (SC) $3M · 44
- Capital Insurance Holdings, Inc. Employee Stock Ownership Plan (FL) $3M · 12
- Quaint Oak Bancorp, Inc. Employee Stock Ownership Plan (PA) $3M · 114
Similar participant headcount
Nearest other-state filings by covered participants (10 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.