ESOP · DOL Form 5500 · 2024
Buffalo Holding Company ESOP
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 374
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $115,848
- Avg per participant Below avg balance/head
Official DOL plan name: Flywheel Employee Stock Ownership Plan · Sponsored by Buffalo Holding Company · Wisconsin · Retail Trade
$43M in assets, 374 participants
Buffalo Holding Company's Flywheel Employee Stock Ownership Plan reported $43M in total assets and 374 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.
- #7,239 in Retail Trade (8,048 peers)
Where Flywheel Employee Stock Ownership Plan sits by assets
Flywheel Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $43M for 374 participants (~$115,848/participant), up 22.7% in 2024.
- #7,239
- in Retail Trade (8,048 peers)
- +22.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Flywheel Employee Stock Ownership Plan's outsized position by total assets
Flywheel Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$43,327,121 Top 18% higher than 82% 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
Flywheel Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Flywheel Employee Stock Ownership Plan sits mid-pack in the medium band (374 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Flywheel Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Flywheel Employee Stock Ownership Plan end-of-year assets rose from $35M in the plan year 2023 filing to $43M in the plan year 2024 filing.
- Flywheel Employee Stock Ownership Plan reported participants rose from 358 in the plan year 2023 filing to 374 in the plan year 2024 filing.
DOL schedule card
Filing strip 881040982 · Buffalo Holding Company PY 2024 · ESOP
Flywheel Employee Stock Ownership Plan · $43M · 374 · 82nd
- EIN $43M
- RANK 374
- PHOTO 82nd
- IND ESOP
- EOY near Tech Systems, Inc. Employee Stock Ownership Plan
- 5500 ind #7239
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 →
Flywheel Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $10M |
| Employer EIN | 881040982 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Buffalo Holding Company)
Sponsor-wide plan assets over time
All Buffalo Holding Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $43M 13.272408440440126% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 741 | $38M |
| 2023 | 1 | 358 | $35M |
| 2024 | 1 | 374 | $43M |
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
Flywheel Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is Tech Systems, Inc. Employee Stock Ownership Plan in GA ($43M); by covered participants it is Greenbee Employee Stock Ownership Plan in CA (374 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
- Tech Systems, Inc. Employee Stock Ownership Plan (GA) $43M · 376
- Southwest Solutions Group, Inc. Employee Stock Ownership Plan (TX) $43M · 125
- Travel Store Employee Stock Ownership Plan (CA) $43M · 101
- Financial Business Systems, Inc. 2013 Amended and Restated Employee Stock Ownership Plan (ND) $43M · 121
Similar participant headcount
Nearest other-state filings by covered participants (374 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.