ESOP · DOL Form 5500 · 2022

Employee Benefits Corporation ESOP

Data updated 2026-08-11

$57M
Total assets
134
Participants
89th
Percentile by assets
$425,424
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Employee Benefits Corporation Employee Stock Ownership Plan · Sponsored by Employee Benefits Corporation · Wisconsin · Finance & Insurance

$57M in assets, 134 participants

Employee Benefits Corporation's Employee Benefits Corporation Employee Stock Ownership Plan reported $57M in total assets and 134 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 139,126 plans)
  • #7,630 in Finance & Insurance (9,261 peers)

Coverage in Wisconsin

Employee Benefits Corporation Employee Stock Ownership Plan covers 134 participants in Wisconsin, about 24% of the average Wisconsin filer (state average ~563 per filing). Assets: $57M.

$57M
total plan assets (2022 EOY)
134
covered participants
89th
percentile by assets (of 139,126 plans)
$425,424
avg assets per participant

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Employee Benefits Corporation Employee Stock Ownership Plan reports 134 participants - about 24% of that state average ($57M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$57M
Net Income$18M
Employer EIN392044064
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Employee Benefits Corporation)

$60M$80M$100M$120M$140M 202220232024 $74.1M $127M ▲ +71.9%
Total plan assets by year, all Employee Benefits Corporation plans on file
Year Plans Participants Total Assets
2022 2 305 $74M
2023 2 314 $79M
2024 3 448 $127M

Nearby ESOP Plans in Wisconsin

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

Employee Benefits Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants

Employee Benefits Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -10123 Total assets ($B) Participants Employee Benefits Co…Schreiber Foods, Inc…Woodman's Employees'…Ki Employee Stock Ow…Wausau Supply Compan…Trachte Building Sys…
Employee Benefits Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Employee Benefits Corporation Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Employee Benefits Corporation Employee Stock Ownership Plan assets move in 2022?
Employee Benefits Corporation Employee Stock Ownership Plan surged - up 44.5% during 2022, from $39M to $57M. Reported net income was $18M.
How have Employee Benefits Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Employee Benefits Corporation's sponsor-wide assets grew 71.9%, from $74M to $127M.
Where does Employee Benefits Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Employee Benefits Corporation Employee Stock Ownership Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Employee Benefits Corporation Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is The Cornwell Quality Tools Company Employee Stock Ownership Plan in OH ($57M, 345 participants).

Next read for Employee Benefits Corporation Employee S…

Filing takeaways

Ways to act on Employee Benefits Corporation Employee Stock Ownership Plan's numbers.

  • By total assets, Employee Benefits Corporation Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
  • Employee Benefits Corporation's sponsor-wide assets have grown 71.9% since 2022 across 3 plan years on file. More Finance & Insurance plans