ESOP · DOL Form 5500 · 2024
Trachte Building Systems, Inc. ESOP
Data updated 2026-08-25
- $315M
- Total assets Above avg plan size
- 266
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Trachte Building Systems Employee Stock Ownership Plan · Sponsored by Trachte Building Systems, Inc. · Wisconsin · Manufacturing
$315M in assets, 266 participants
Trachte Building Systems, Inc.'s Trachte Building Systems Employee Stock Ownership Plan reported $315M in total assets and 266 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #16,648 in Manufacturing (17,777 peers)
Coverage in Wisconsin
Trachte Building Systems Employee Stock Ownership Plan covers 266 participants in Wisconsin, about 47% of the average Wisconsin filer (state average ~563 per filing). Assets: $315M.
- #16,648
- in Manufacturing (17,777 peers)
- -4.8%
- assets change YoY
- 3.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Trachte Building Systems Employee Stock Ownership Plan's outsized position by total assets
Trachte Building Systems Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$315,054,190 Top 4% higher than 96% 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
Trachte Building Systems Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trachte Building Systems Employee Stock Ownership Plan sits mid-pack in the medium band (266 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Trachte Building Systems Employee Stock Ownership Plan reported net income fell from $48M in the plan year 2023 filing to -$15M in the plan year 2024 filing.
- Trachte Building Systems Employee Stock Ownership Plan reported participants rose from 228 in the plan year 2023 filing to 266 in the plan year 2024 filing.
- Trachte Building Systems Employee Stock Ownership Plan end-of-year assets fell from $331M in the plan year 2023 filing to $315M in the plan year 2024 filing.
DOL schedule card
Filing strip 390662360 · Trachte Building Systems, Inc. PY 2024 · ESOP
Trachte Building Systems Employee Stock Ownership Plan · $315M · 266 · 96th
- VS-ST $315M
- BOY 266
- SCH 96th
- EBSA ESOP
- PART near Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan
- TYPE ind #16648
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 →
Trachte Building Systems Employee Stock Ownership Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $331M |
|---|---|
| Net Assets (End of Year) | $288M |
| Net Income | -$15M |
| Employer EIN | 390662360 |
| Plan Effective Date | 2007-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trachte Building Systems, Inc.)
Sponsor-wide plan assets over time
All Trachte Building Systems, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $352M 23.547692366228226% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 550 | $285M |
| 2023 | 3 | 586 | $365M |
| 2024 | 3 | 648 | $352M |
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
- Hatco Corporation Employee Stock Ownership Plan $291M · 705
Trachte Building Systems Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan in OR ($315M); by covered participants it is R.F. Macdonald Employee Stock Ownership Plan in CA (266 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($315M here).
- Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan (OR) $315M · 547
- D & H Employee Stock Ownership Plan (PA) $314M · 1,459
- Harps Food Stores, Inc. Employee Stock Ownership Plan (AR) $317M · 3,196
- Imeg Corp. Employee Stock Ownership Plan (IL) $318M · 2,225
Similar participant headcount
Nearest other-state filings by covered participants (266 participants); asset peers above are excluded.
- R.F. Macdonald Employee Stock Ownership Plan (CA) 266 · 0 off
- B & D Industrial, Inc. Employee Stock Ownership Plan (GA) 266 · 0 off
- Marina Landscape, Inc. ESOP (CA) 267 · 1 off
- Bloedorn Lumber Co. & Subsidiaries ESOP (WY) 267 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.