ESOP · DOL Form 5500 · 2023

Employee Benefits Corporation ESOP

Data updated 2026-08-11

$60M
Total assets
143
Participants
87th
Percentile by assets
$421,277
Avg per participant
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Official DOL plan name: Employee Benefits Corporation Employee Stock Ownership Plan · Sponsored by Employee Benefits Corporation · Wisconsin · Finance & Insurance

$60M in assets, 143 participants

Employee Benefits Corporation's Employee Benefits Corporation Employee Stock Ownership Plan reported $60M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • 87th percentile by assets (of 127,072 plans)
  • #7,150 in Finance & Insurance (8,869 peers)

Coverage in Wisconsin

Employee Benefits Corporation Employee Stock Ownership Plan covers 143 participants in Wisconsin, about 25% of the average Wisconsin filer (state average ~563 per filing). Assets: $60M.

$60M
total plan assets (2023 EOY)
143
covered participants
87th
percentile by assets (of 127,072 plans)
$421,277
avg assets per participant

Where Employee Benefits Corporation Employee Stock Ownership Plan sits by total assets

Employee Benefits Corporation Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$60,242,610 Top 13% higher than 87% of 127,068 filed plans

This plan $0 $2,010,000,000 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employee Benefits Corporation Employee Stock Ownership Plan reported net income fell from $18M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Employee Benefits Corporation Employee Stock Ownership Plan reported participants rose from 134 in the plan year 2022 filing to 143 in the plan year 2023 filing.
  • Employee Benefits Corporation Employee Stock Ownership Plan end-of-year assets rose from $57M in the plan year 2022 filing to $60M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Wisconsin
Industry
Finance & Insurance

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 143 participants - about 25% of that state average ($60M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$60M
Net Income$3M
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 Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Employee Benefits Co…, Total assets ($B): 0.06024261 · Participants: 143Employee Benefits Co…Schreiber Foods, Inc…, Total assets ($B): 3.551413763 · Participants: 6108Schreiber Foods, Inc…Woodman's Employees'…, Total assets ($B): 0.700244908 · Participants: 2837Woodman's Employees'…Ki Employee Stock Ow…, Total assets ($B): 0.511365241 · Participants: 1624Ki Employee Stock Ow…Trachte Building Sys…, Total assets ($B): 0.331023295 · Participants: 228Trachte Building Sys…Wausau Supply Compan…, Total assets ($B): 0.31506565 · Participants: 808Wausau Supply Compan…
Employee Benefits Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Employee Benefits Corporation Employee S… side-by-side with 3 peers →

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 2023? ▼
Employee Benefits Corporation Employee Stock Ownership Plan grew at a solid clip - up 5.7% during 2023, from $57M to $60M. Reported net income was $3M.
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 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Bolton & Menk, Inc. Employee Stock Ownership Plan in MN ($60M, 807 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

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 392044064.

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.