ESOP · DOL Form 5500 · 2023

Paper Machinery Corporation ESOP

Data updated 2026-08-25

$54M
Total assets Below avg plan size
211
Participants Below avg headcount
86th
Percentile by assets National rank
$257,939
Avg per participant Above avg balance/head
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Official DOL plan name: Paper Machinery Holding Corporation Employee Stock Ownership Plan · Sponsored by Paper Machinery Corporation · Wisconsin · Manufacturing

$54M in assets, 211 participants

Paper Machinery Corporation's Paper Machinery Holding Corporation Employee Stock Ownership Plan reported $54M in total assets and 211 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #15,018 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Paper Machinery Holding Corporation Employee Stock Ownership Plan covers 211 participants in Wisconsin, about 37% of the average Wisconsin filer (state average ~563 per filing). Assets: $54M.

#15,018
in Manufacturing (18,722 peers)
-13.5%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Paper Machinery Holding Corporation Employee Stock Ownership Plan's outsized position by total assets

Paper Machinery Holding Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$54,425,183 Top 14% higher than 86% of 127,068 filed plans

This plan $0 $2,050,000,000 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

Paper Machinery Holding Corporation Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Paper Machinery Holding Corporation Employee Stock Ownership Plan sits mid-pack in the medium band (211 participants).

EBSA filing schedule strip

Filing strip 812295663 · Paper Machinery Corporation PY 2023 · ESOP

Paper Machinery Holding Corporation Employee Stock Ownership Plan · $54M · 211 · 86th

  • EBSA $54M
  • PART 211
  • TYPE 86th
  • NET ESOP
  • BOOK near Lunseth Plumbing and Heating Co. ESOP
  • VS-ST ind #15018

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Wisconsin →

Paper Machinery Holding Corporation Employee Stock Ownership Plan in the asset neighbourhood

Long Haul Trucking, Inc. Employee Stock Ownership Plan and TrustLong Haul Trucking, Inc. Emp…$55MLunseth Plumbing and Heating Co. ESOPLunseth Plumbing and Heating…$55MPaper Machinery Holding Corporation Employee Stock Ownership PlanPaper Machinery Holding Corp…$54MVargo Solutions, Inc. Employee Stock Ownership PlanVargo Solutions, Inc. Employ…$54MInfoverity, Inc. Employee Stock Ownership PlanInfoverity, Inc. Employee St…$54M
End-of-year total assets ($M) among Paper Machinery Holding Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$51M
Net Income-$8M
Employer EIN812295663
Plan Effective Date2016-04-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Paper Machinery Corporation)

Sponsor-wide plan assets over time

All Paper Machinery Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$9M 84.2348844284088% vs 2023
2024 filing year
$0M$20M$40M$60M 20232024 $54.4M $8.58M ▼ -84.2%
Year Plans Participants Total Assets
2023 1 211 $54M
2024 1 189 $9M

Nearby ESOP Plans in Wisconsin

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

Paper Machinery Holding Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Paper Machinery Holding Corporation Employee Stock Ownership Plan, Total assets ($B): 0.054425183 · Participants: 211Paper Machinery Holding Corporation Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.551413763 · Participants: 6108Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.700244908 · Participants: 2837Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.511365241 · Participants: 1624Ki Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.331023295 · Participants: 228Trachte Building Systems Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.31506565 · Participants: 808Wausau Supply Company Employee Stock Ownership Plan
Paper Machinery Holding Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Paper Machinery Holding Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Paper Machinery Holding Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Lunseth Plumbing and Heating Co. ESOP in ND ($55M); by covered participants it is Teoco Corporation Employee Stock Ownership Plan in VA (211 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (211 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Paper Machinery Holding Corporation Employee Stock Ownership Plan assets move in 2023? ▼
Paper Machinery Holding Corporation Employee Stock Ownership Plan pulled back noticeably - down 13.5% during 2023, from $63M to $54M. Reported net income was -$8M.
How have Paper Machinery Corporation plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Paper Machinery Corporation's sponsor-wide assets declined 84.2%, from $54M to $9M.
Where does Paper Machinery Holding Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Paper Machinery Holding Corporation Employee Stock Ownership Plan ranks in the 86th 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 Paper Machinery Holding Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lunseth Plumbing and Heating Co. ESOP in ND ($55M, 112 participants).
Which ESOP plans cover a similar participant headcount to Paper Machinery Holding Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Teoco Corporation Employee Stock Ownership Plan in VA (211 participants, $7M in assets).

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 812295663.

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.