ESOP · DOL Form 5500 · 2024
Engineering Industries, Inc. Employee Stock Ownership Plan ESOP
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 107
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $173,864
- Avg per participant Above avg balance/head
Official DOL plan name: Engineering Industries, Inc. Employee Stock Ownership Plan · Sponsored by Engineering Industries, Inc. Employee Stock Ownership Plan · Wisconsin · Manufacturing
$19M in assets, 107 participants
Engineering Industries, Inc. Employee Stock Ownership Plan's Engineering Industries, Inc. Employee Stock Ownership Plan reported $19M in total assets and 107 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #10,308 in Manufacturing (17,777 peers)
Coverage in Wisconsin
Engineering Industries, Inc. Employee Stock Ownership Plan covers 107 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $19M.
- #10,308
- in Manufacturing (17,777 peers)
- -1.6%
- assets change YoY
The plan reported a net loss of $234K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Engineering Industries, Inc. Employee Stock Ownership Plan's outsized position by total assets
Engineering Industries, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,603,401 Top 31% higher than 69% 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
Engineering Industries, 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. Engineering Industries, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (107 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Engineering Industries, Inc. Employee Stock Ownership Plan reported net income fell from $896K in the plan year 2023 filing to -$234K in the plan year 2024 filing.
- Engineering Industries, Inc. Employee Stock Ownership Plan reported participants rose from 103 in the plan year 2023 filing to 107 in the plan year 2024 filing.
- Engineering Industries, Inc. Employee Stock Ownership Plan end-of-year assets fell from $19M in the plan year 2023 filing to $19M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 391098063 · Engineering Industries, Inc. Employee Stock Ownership Plan PY 2024 · ESOP
Engineering Industries, Inc. Employee Stock Ownership Plan · $19M · 107 · 69th
- EOY $19M
- EOY 107
- EOY 69th
- EOY ESOP
- EOY near American Colors, Inc. Employee Stock Ownership Plan and Trust
- EOY ind #10308
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 →
Engineering Industries, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$234K |
| Employer EIN | 391098063 |
| Plan Effective Date | 1990-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Engineering Industries, Inc. Employee Stock Ownership Plan)
Sponsor-wide plan assets over time
All Engineering Industries, Inc. Employee Stock Ownership Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 2.983860231056856% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 75 | $18M |
| 2023 | 1 | 103 | $19M |
| 2024 | 1 | 107 | $19M |
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
Engineering Industries, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is American Colors, Inc. Employee Stock Ownership Plan and Trust in OH ($19M); by covered participants it is L.a. Fuess Partners Inc. Employee Stock Ownership Plan in TX (107 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (107 participants); asset peers above are excluded.
- L.a. Fuess Partners Inc. Employee Stock Ownership Plan (TX) 107 · 0 off
- First National Bank of Eastern Arkansas Employee Stock Ownership Plan (AR) 107 · 0 off
- Waste Gas Fabricating Co., Inc. Employee Stock Ownership Plan (PA) 107 · 0 off
- Peerless Holdings, Inc. Employee Stock Ownership Plan (IN) 107 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.