ESOP · DOL Form 5500 · 2024

Total Water Treatment Systems, Inc. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
138
Participants Small participant base
67th
Percentile by assets National rank
$121,976
Avg per participant Near avg balance/head
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Official DOL plan name: Total Water Treatment Systems, Inc. Employee Stock Ownership Plan · Sponsored by Total Water Treatment Systems, Inc. · Wisconsin · Utilities

$17M in assets, 138 participants

Total Water Treatment Systems, Inc.'s Total Water Treatment Systems, Inc. Employee Stock Ownership Plan reported $17M in total assets and 138 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #240 in Utilities (732 peers)

Coverage in Wisconsin

Total Water Treatment Systems, Inc. Employee Stock Ownership Plan covers 138 participants in Wisconsin, about 25% of the average Wisconsin filer (state average ~563 per filing). Assets: $17M.

#240
in Utilities (732 peers)
+16.1%
assets growth YoY

Total Water Treatment Systems, Inc. Employee Stock Ownership Plan's outsized position by total assets

Total Water Treatment Systems, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$16,832,634 Top 33% higher than 67% 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

Total Water Treatment Systems, Inc. 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. Total Water Treatment Systems, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Total Water Treatment Systems, Inc. Employee Stock Ownership Plan reported participants rose from 104 in the plan year 2023 filing to 138 in the plan year 2024 filing.
  • Total Water Treatment Systems, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Total Water Treatment Systems, Inc. Employee Stock Ownership Plan end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 391767752 · Total Water Treatment Systems, Inc. PY 2024 · ESOP

Total Water Treatment Systems, Inc. Employee Stock Ownership Plan · $17M · 138 · 67th

  • VS-ST $17M
  • BOY 138
  • SCH 67th
  • EBSA ESOP
  • PART near United Laboratories, Inc. Combined Employee Stock Ownership Plan
  • TYPE ind #240

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 →

Total Water Treatment Systems, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Total Water Treatment Systems, Inc. Employee Stock Ownership PlanTotal Water Treatment System…$17MUnited Laboratories, Inc. Combined Employee Stock Ownership PlanUnited Laboratories, Inc. Co…$17MEggelhof, Inc. Employees' Stock Ownership PlanEggelhof, Inc. Employees' St…$17MAstro Machine Holdings, Inc. Employee Stock Ownership PlanAstro Machine Holdings, Inc.…$17MThe Proconex Group Employee Stock Ownership PlanThe Proconex Group Employee …$17M
End-of-year total assets ($M) among Total Water Treatment Systems, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN391767752
Plan Effective Date2003-09-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Total Water Treatment Systems, Inc.)

Sponsor-wide plan assets over time

All Total Water Treatment Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 39.37642405872642% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $16.5M $23M ▲ +39.4%
Year Plans Participants Total Assets
2022 2 224 $16M
2023 2 255 $19M
2024 2 327 $23M

Nearby ESOP Plans in Wisconsin

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

Total Water Treatment Systems, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Total Water Treatment Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.016832634 · Participants: 138Total Water Treatment Systems, Inc. Employee Stock Ownership 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
Total Water Treatment Systems, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Total Water Treatment Systems, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Total Water Treatment Systems, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is United Laboratories, Inc. Combined Employee Stock Ownership Plan in IL ($17M); by covered participants it is Great Lakes Construction Co. Employee Stock Ownership Plan in OH (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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.

Frequently Asked Questions

How did Total Water Treatment Systems, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Total Water Treatment Systems, Inc. Employee Stock Ownership Plan grew sharply - up 16.1% during 2024, from $15M to $17M. Reported net income was $2M.
How have Total Water Treatment Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Total Water Treatment Systems, Inc.'s sponsor-wide assets grew 39.4%, from $16M to $23M.
Which ESOP plans are similar in size to Total Water Treatment Systems, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is United Laboratories, Inc. Combined Employee Stock Ownership Plan in IL ($17M, 185 participants).
Which ESOP plans cover a similar participant headcount to Total Water Treatment Systems, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Great Lakes Construction Co. Employee Stock Ownership Plan in OH (138 participants, $84M 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 391767752.

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.