ESOP · DOL Form 5500 · 2024

Oconomowoc Residential Programs, Inc. ESOP

Data updated 2026-08-25

$88M
Total assets Below avg plan size
1,615
Participants Near avg headcount
89th
Percentile by assets National rank
$54,236
Avg per participant Low balance/head
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Official DOL plan name: Mypath Employee Stock Ownership Plan · Sponsored by Oconomowoc Residential Programs, Inc. · Wisconsin · Healthcare & Social Assistance

$88M in assets, 1,615 participants

Oconomowoc Residential Programs, Inc.'s Mypath Employee Stock Ownership Plan reported $88M in total assets and 1,615 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,358 in Healthcare & Social Assistance (16,916 peers)

Coverage in Wisconsin

Mypath Employee Stock Ownership Plan covers 1,615 participants in Wisconsin, 2.9x the typical Wisconsin plan (state average ~563 per filing). Assets: $88M.

#15,358
in Healthcare & Social Assistance (16,916 peers)
-12.5%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mypath Employee Stock Ownership Plan's outsized position by total assets

Mypath Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$87,591,160 Top 11% higher than 89% of 123,620 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 2024

Mypath Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mypath Employee Stock Ownership Plan lands in the large band (1,615 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mypath Employee Stock Ownership Plan reported net income fell from $7M in the plan year 2023 filing to -$11M in the plan year 2024 filing.
  • Mypath Employee Stock Ownership Plan end-of-year assets fell from $100M in the plan year 2023 filing to $88M in the plan year 2024 filing.
  • Mypath Employee Stock Ownership Plan reported participants fell from 1,696 in the plan year 2023 filing to 1,615 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 391510207 · Oconomowoc Residential Programs, Inc. PY 2024 · ESOP

Mypath Employee Stock Ownership Plan · $88M · 1,615 · 89th

  • BOY $88M
  • BOY 1,615
  • BOY 89th
  • BOY ESOP
  • BOY near Tobacco Rag Processors, Inc. Employee Stock Ownership Plan
  • BOY ind #15358

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 →

Mypath Employee Stock Ownership Plan in the asset neighbourhood

Railroad Construction Company, Inc. Employee Stock Ownership PlanRailroad Construction Compan…$88MFlynn Brothers Contracting, Inc. Employee Stock Ownership PlanFlynn Brothers Contracting, …$88MMypath Employee Stock Ownership PlanMypath Employee Stock Owners…$88MTobacco Rag Processors, Inc. Employee Stock Ownership PlanTobacco Rag Processors, Inc.…$88MImmi Holdings, Inc. Employee Stock Ownership PlanImmi Holdings, Inc. Employee…$88M
End-of-year total assets ($M) among Mypath Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$100M
Net Assets (End of Year)$20M
Net Income-$11M
Employer EIN391510207
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oconomowoc Residential Programs, Inc.)

Sponsor-wide plan assets over time

All Oconomowoc Residential Programs, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$127M 3.3238229464687006% vs 2022
2024 filing year
$120M$125M$130M$135M$140M 202220232024 $123M $127M ▲ +3.3%
Year Plans Participants Total Assets
2022 2 4,011 $123M
2023 2 3,301 $135M
2024 2 3,199 $127M

Nearby ESOP Plans in Wisconsin

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

Mypath Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Mypath Employee Stock Ownership Plan, Total assets ($B): 0.08759116 · Participants: 1615Mypath Employee Stock Ownership PlanSchreiber Foods, Inc Employee Stock Ownership Plan, Total assets ($B): 3.761100176 · Participants: 6519Schreiber Foods, Inc Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.795573537 · Participants: 2967Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.604138718 · Participants: 1689Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.332844757 · Participants: 834Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.31505419 · Participants: 266Trachte Building Systems Employee Stock Ownership Plan
Mypath Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Mypath Employee Stock Ownership Plan side-by-side with 3 peers →

Mypath Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Tobacco Rag Processors, Inc. Employee Stock Ownership Plan in NC ($88M); by covered participants it is Telapex, Inc. Employee Stock Ownership Plan in MS (1,629 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,615 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mypath Employee Stock Ownership Plan assets move in 2024? ▼
Mypath Employee Stock Ownership Plan pulled back noticeably - down 12.5% during 2024, from $100M to $88M. Reported net income was -$11M.
How have Oconomowoc Residential Programs, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oconomowoc Residential Programs, Inc.'s sponsor-wide assets grew 3.3%, from $123M to $127M.
Where does Mypath Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Mypath Employee Stock Ownership Plan ranks in the 89th percentile by end-of-year assets among 123,622 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 Mypath Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tobacco Rag Processors, Inc. Employee Stock Ownership Plan in NC ($88M, 191 participants).
Which ESOP plans cover a similar participant headcount to Mypath Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Telapex, Inc. Employee Stock Ownership Plan in MS (1,629 participants, $158M in assets).

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 391510207.

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.