ESOP · DOL Form 5500 · 2024

Bliffert Lumber & Fuel Co. ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
286
Participants Below avg headcount
70th
Percentile by assets National rank
$68,497
Avg per participant Below avg balance/head
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Official DOL plan name: Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan · Sponsored by Bliffert Lumber & Fuel Co. · Wisconsin · Wholesale Trade

$20M in assets, 286 participants

Bliffert Lumber & Fuel Co.'s Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan reported $20M in total assets and 286 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #3,998 in Wholesale Trade (6,080 peers)

Bliffert Lumber & Fuel Co. multi-year trail

Bliffert Lumber & Fuel Co.'s plans moved +99.5% in assets from 2022 to 2024; this filing shows Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan at $20M / 286 participants.

#3,998
in Wholesale Trade (6,080 peers)
+7.1%
assets growth YoY

Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan's outsized position by total assets

Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan vs every filed plan by assets

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

$19,590,129 Top 30% higher than 70% 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

Bliffert Lumber & Fuel Co. 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. Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan sits mid-pack in the medium band (286 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan reported net income fell from $9M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan reported participants rose from 175 in the plan year 2023 filing to 286 in the plan year 2024 filing.
  • Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 390170225 · Bliffert Lumber & Fuel Co. PY 2024 · ESOP

Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan · $20M · 286 · 70th

  • EIN $20M
  • EIN 286
  • EIN 70th
  • EIN ESOP
  • EIN near Peter Basso Associates, Inc Employee Stock Ownership Plan
  • EIN ind #3998

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 →

Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan in the asset neighbourhood

Carlson, Brigance and Doering, Inc. Employee Stock Ownership PlanCarlson, Brigance and Doerin…$20MBliffert Lumber & Fuel Co. Employee Stock Ownership PlanBliffert Lumber & Fuel Co. E…$20MPeter Basso Associates, Inc Employee Stock Ownership PlanPeter Basso Associates, Inc …$20MCrown Enterprises, Inc. Employee Stock Ownership PlanCrown Enterprises, Inc. Empl…$20MCommercial Casework, Inc. Employee Stock Ownership PlanCommercial Casework, Inc. Em…$20M
End-of-year total assets ($M) among Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Bliffert Lumber & Fuel Co. multi-year asset trail

Sponsor-wide plan assets over time

All Bliffert Lumber & Fuel Co. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 99.48307208976199% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $21.1M $42M ▲ +99.5%
Year Plans Participants Total Assets
2022 2 431 $21M
2023 2 438 $35M
2024 2 621 $42M

Bliffert Lumber & Fuel Co. filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN390170225
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan, Total assets ($B): 0.019590129 · Participants: 286Bliffert Lumber & Fuel Co. 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
Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan side-by-side with 3 peers →

Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Peter Basso Associates, Inc Employee Stock Ownership Plan in MI ($20M); by covered participants it is Absolute Group, Inc. Employee Stock Ownership Plan and Trust in IA (286 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (286 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 Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan assets move in 2024? ▼
Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan grew at a solid clip - up 7.1% during 2024, from $18M to $20M. Reported net income was $2M.
How have Bliffert Lumber & Fuel Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bliffert Lumber & Fuel Co.'s sponsor-wide assets grew 99.5%, from $21M to $42M.
Which ESOP plans are similar in size to Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Peter Basso Associates, Inc Employee Stock Ownership Plan in MI ($20M, 109 participants).
Which ESOP plans cover a similar participant headcount to Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Absolute Group, Inc. Employee Stock Ownership Plan and Trust in IA (286 participants, $41M 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 390170225.

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.