Stack Holdings, Inc. Employee Stock Ownership Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Stack Holdings, Inc. · Wisconsin · Construction
What the 2023 filing shows
Stack Holdings, Inc. Employee Stock Ownership Plan holds N/A for 85 participants.
- N/A
- total plan assets (2024 EOY)
- 85
- covered participants
What the Filing Says About Stack Holdings, Inc. Employee Stock Ownership Plan
Stack Holdings, Inc. Employee Stock Ownership Plan is a Other retirement plan sponsored by Stack Holdings, Inc., headquartered in Wisconsin. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 85 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 391626712, and the plan has been effective since 2023-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2024 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.
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) | N/A |
| Total Assets (End of Year) | N/A |
| Net Assets (End of Year) | N/A |
| Plan Type | Other |
| Employer EIN | 391626712 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Wisconsin
Peer Other plans — same state, same plan type — ranked by total assets.
- North Central States Regional Council of Carpenters Pension Fund $1.7B · 5,662
- Johnson Controls Pension Plan $1.6B · 3,999
- Wisconsin Laborers' Pension Fund $1.1B · 3,908
- Milwaukee Drivers Pension Plan $981M · 2,422
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $700M · 2,837
Related Data
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Frequently Asked Questions
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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 391626712.
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.
Read our methodology — how this data is sourced, computed, and verified.