ESOP · DOL Form 5500 · 2024

Employee Benefits Corporation ESOP

Data updated 2026-07-24

$64M
Total assets: 146
Participants: 87th
Percentile by assets: $441,197
Avg per participant

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

$64M in assets, 146 participants

Employee Benefits Corporation's Employee Benefits Corporation Employee Stock Ownership Plan reported $64M in total assets and 146 participants in its 2024 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 116,472 plans)

Coverage in Wisconsin

Employee Benefits Corporation Employee Stock Ownership Plan covers 146 participants in Wisconsin, about 26% of the average Wisconsin filer (state average ~565 per filing). Assets: $64M.

$64M
total plan assets (2024 EOY): 146
covered participants: 87th
percentile by assets (of 116,472 plans): $441,197
avg assets per participant

Employee Benefits Corporation Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Employee Benefits Corporation Employee Stock Ownership Plan end-of-year assets rose from $60M in the plan year 2023 filing to $64M in the plan year 2024 filing.
Employee Benefits Corporation Employee Stock Ownership Plan reported participants rose from 143 in the plan year 2023 filing to 146 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Wisconsin

Industry

Finance & Insurance

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 565 participants across 2,767 plans. Employee Benefits Corporation Employee Stock Ownership Plan reports 146 participants - about 26% of that state average ($64M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)	$60M
Net Assets (End of Year)	$64M
Net Income	$4M
Employer EIN	392044064
Plan Effective Date	2002-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Employee Benefits Corporation)

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

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
Hatco Corporation Employee Stock Ownership Plan $291M · 705
Extreme Engineering Solutions, Inc. Employee Stock Ownership Plan $291M · 368

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.

Garrett Holdings, Inc. Employee Stock Ownership Plan (MD) $64M · 895
Eutaw Construction Company, Inc. Employee Stock Ownership Plan (MS) $64M · 739
Subzero Constructors, Inc. Employee Stock Ownership Plan (CA) $64M · 176
M. B. Haynes Corporation Employee Stock Ownership Plan (NC) $65M · 550

Frequently Asked Questions

How did Employee Benefits Corporation Employee Stock Ownership Plan assets move in 2024? ▼

Employee Benefits Corporation Employee Stock Ownership Plan grew at a solid clip - up 6.9% during 2024, from $60M to $64M. Reported net income was $4M.

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 116,472 plans that reported assets for plan year 2024 (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 Garrett Holdings, Inc. Employee Stock Ownership Plan in MD ($64M, 895 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 2024.

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.