Other
2024 plan-year Other DOL Form 5500

Engineering Industries, Inc. Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Engineering Industries, Inc. Employee Stock Ownership Plan · Wisconsin · Manufacturing

What the 2023 filing shows

Engineering Industries, Inc. Employee Stock Ownership Plan holds $19M for 107 participants — about $173,864 per participant, down 1.6% over the 2024 plan year.

$19M
total plan assets (2024 EOY)
107
covered participants
$173,864
avg assets per participant
-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.

Total Assets (2023)
$19M
Participants
107
State
Industry
Manufacturing

What the Filing Says About Engineering Industries, Inc. Employee Stock Ownership Plan

Engineering Industries, Inc. Employee Stock Ownership Plan is a Other retirement plan sponsored by Engineering Industries, Inc. Employee Stock Ownership Plan, headquartered in Wisconsin. As of the 2024 Form 5500 filing, the plan reports $19M in total end-of-year assets and covers 107 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 391098063, and the plan has been effective since 1990-02-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $19M at the beginning of 2024 to $19M at year-end — a decline of 1.6%. Net assets (after liabilities) closed the year at $18M, with reported net income of $-234,155 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$19M
Total Assets (End of Year)$19M
Net Assets (End of Year)$18M
Net Income$-234,155
Plan TypeOther
Employer EIN391098063
Plan Effective Date1990-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Engineering Industries, Inc. Employee Stock Ownership Plan)

Year Plans Participants Total Assets
2022 1 75 N/A
2023 1 103 N/A
2024 1 107 $19M

Nearby Other Plans in Wisconsin

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

Frequently Asked Questions

How much money is in the Engineering Industries, Inc. Employee Stock Ownership Plan?
As of the 2024 Form 5500 filing, Engineering Industries, Inc. Employee Stock Ownership Plan holds $19M in total assets with 107 participants. It is sponsored by Engineering Industries, Inc. Employee Stock Ownership Plan.
What type of plan is Engineering Industries, Inc. Employee Stock Ownership Plan?
Engineering Industries, Inc. Employee Stock Ownership Plan is a Other plan. It has been effective since 1990-02-01. The plan is filed with the U.S. Department of Labor under EIN 391098063.
Who sponsors the Engineering Industries, Inc. Employee Stock Ownership Plan?
Engineering Industries, Inc. Employee Stock Ownership Plan is sponsored by Engineering Industries, Inc. Employee Stock Ownership Plan, located in Wisconsin. The sponsor's EIN is 391098063 and the plan operates in the Manufacturing industry.
How did Engineering Industries, Inc. Employee Stock Ownership Plan perform in 2024?
Engineering Industries, Inc. Employee Stock Ownership Plan declined by 1.6% during 2024, moving from $19M to $19M in total assets. Net income was $-234,155.
Where can I find official filings for Engineering Industries, Inc. Employee Stock Ownership Plan?
Official Form 5500 filings for Engineering Industries, Inc. Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 391098063 or plan name at efast.dol.gov.
How does Engineering Industries, Inc. Employee Stock Ownership Plan compare to other plans?
You can compare Engineering Industries, Inc. Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 391098063.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.