ESOP · DOL Form 5500 · 2024

Weidert Group, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
39
Participants Small participant base
32nd
Percentile by assets National rank
$62,620
Avg per participant Low balance/head
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Official DOL plan name: Weidert Group, Inc. Employee Stock Ownership Plan · Sponsored by Weidert Group, Inc. · Wisconsin · Professional & Technical Services

$2M in assets, 39 participants

Weidert Group, Inc.'s Weidert Group, Inc. Employee Stock Ownership Plan reported $2M in total assets and 39 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.

  • #5,596 in Professional & Technical Services (20,173 peers)

Weidert Group, Inc. multi-year trail

Weidert Group, Inc.'s plans moved -11.0% in assets from 2022 to 2024; this filing shows Weidert Group, Inc. Employee Stock Ownership Plan at $2M / 39 participants.

#5,596
in Professional & Technical Services (20,173 peers)
-13.4%
assets change YoY

The plan reported a net loss of $340K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Weidert Group, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Weidert Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,442,168 32nd percentile higher than 32% 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

Weidert Group, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Weidert Group, Inc. Employee Stock Ownership Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Weidert Group, Inc. Employee Stock Ownership Plan reported net income fell from $92K in the plan year 2023 filing to -$340K in the plan year 2024 filing.
  • Weidert Group, Inc. Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Weidert Group, Inc. Employee Stock Ownership Plan reported participants rose from 36 in the plan year 2023 filing to 39 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 391508459 · Weidert Group, Inc. PY 2024 · ESOP

Weidert Group, Inc. Employee Stock Ownership Plan · $2M · 39 · 32nd

  • EOY $2M
  • EOY 39
  • EOY 32nd
  • EOY ESOP
  • EOY near Gautier Steel Employee Stock Ownership Plan
  • EOY ind #5596

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 →

Weidert Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Innova Technologies, Inc. Employee Stock Ownership PlanInnova Technologies, Inc. Em…$2MWeidert Group, Inc. Employee Stock Ownership PlanWeidert Group, Inc. Employee…$2MGautier Steel Employee Stock Ownership PlanGautier Steel Employee Stock…$2MWirefab, Inc. Employee Stock Ownership PlanWirefab, Inc. Employee Stock…$2MPierson's Concrete Construction Company Employee Stock Ownership PlanPierson's Concrete Construct…$2M
End-of-year total assets ($M) among Weidert Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Weidert Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Weidert Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 10.953919818098884% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M 202220232024 $2.74M $2.44M ▼ -10.9%
Year Plans Participants Total Assets
2022 1 33 $3M
2023 1 36 $3M
2024 1 39 $2M

Weidert Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$1M
Net Income-$340K
Employer EIN391508459
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Weidert Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Weidert Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002442168 · Participants: 39Weidert Group, 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
Weidert Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Weidert Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Weidert Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Gautier Steel Employee Stock Ownership Plan in PA ($2M); by covered participants it is Sacred Wind Employee Stock Ownership Plan in NM (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 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 Weidert Group, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Weidert Group, Inc. Employee Stock Ownership Plan pulled back noticeably - down 13.4% during 2024, from $3M to $2M. Reported net income was -$340K.
How have Weidert Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Weidert Group, Inc.'s sponsor-wide assets declined 11.0%, from $3M to $2M.
Which ESOP plans are similar in size to Weidert Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Gautier Steel Employee Stock Ownership Plan in PA ($2M, N/A participants).
Which ESOP plans cover a similar participant headcount to Weidert Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sacred Wind Employee Stock Ownership Plan in NM (39 participants, $1M 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 391508459.

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.