ESOP · DOL Form 5500 · 2024
Stack Holdings, Inc. ESOP
Data updated 2026-08-11
- $2M
- Total assets
- 85
- Participants
- 27th
- Percentile by assets
- $18,760
- Avg per participant
Official DOL plan name: Stack Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Stack Holdings, Inc. · Wisconsin · Construction
$2M in assets, 85 participants
Stack Holdings, Inc.'s Stack Holdings, Inc. Employee Stock Ownership Plan reported $2M in total assets and 85 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.
- 27th percentile by assets (of 123,622 plans)
- #2,328 in Construction (9,039 peers)
2024 asset change
Stack Holdings, Inc. Employee Stock Ownership Plan declined sharply 17.5% in 2024 ($2M → $2M) for 85 participants.
- $2M
- total plan assets (2024 EOY)
- 85
- covered participants
- 27th
- percentile by assets (of 123,622 plans)
- $18,760
- avg assets per participant
The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Stack Holdings, Inc. Employee Stock Ownership Plan sits by total assets
Stack Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,594,621 27th percentile higher than 27% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
2024 asset move for Stack Holdings, Inc. Employee Stock Ownership Plan
Year over year, total assets declined sharply from $2M at the start of 2024 to $2M at year-end (down 17.5%). Net assets closed at -$23M; reported net income -$25M.
2024 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | -$23M |
| Net Income | -$25M |
| Employer EIN | 994153500 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Schreiber Foods, Inc Employee Stock Ownership Plan $3.8B · 6,519
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $796M · 2,967
- Ki Employee Stock Ownership Plan $604M · 1,689
- Wausau Supply Company Employee Stock Ownership Plan $333M · 834
- Trachte Building Systems Employee Stock Ownership Plan $315M · 266
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Stack Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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2024 change
Ways to act on Stack Holdings, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Stack Holdings, Inc. Employee Stock Ownership Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans