ESOP · DOL Form 5500 · 2024

Trachte Building Systems, Inc. ESOP

Data updated 2026-07-24

$315M
Total assets: 266
Participants: 96th
Percentile by assets: $1.2M
Avg per participant

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.

96th percentile by assets (of 116,472 plans)

Coverage in Wisconsin

Trachte Building Systems Employee Stock Ownership Plan covers 266 participants in Wisconsin, about 47% of the average Wisconsin filer (state average ~565 per filing). Assets: $315M.

$315M
total plan assets (2024 EOY): 266
covered participants: 96th
percentile by assets (of 116,472 plans): $1.2M
avg assets per participant

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 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.

See the national 2023→2024 release diff →

State

Wisconsin

Industry

Manufacturing

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 565 participants across 2,767 plans. Trachte Building Systems Employee Stock Ownership Plan reports 266 participants - about 47% of that state average ($315M EOY assets).

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.)

Total plan assets by year, all Trachte Building Systems, Inc. plans on file

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.

Trachte Building Systems 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
Hatco Corporation Employee Stock Ownership Plan $291M · 705
Extreme Engineering Solutions, Inc. Employee Stock Ownership Plan $291M · 368
Iewc Corp. Employee Stock Ownership Plan $246M · 343

Compare Trachte Building Systems Employee Stock … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Trachte Building Systems Employee Stock Ownership Plan by total assets, not by location.

Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan (OR) $315M · 547
D & H Employee Stock Ownership Plan (PA) $314M · 1,459
Imeg Corp. Employee Stock Ownership Plan (IL) $318M · 2,225
Src Employee Stock Ownership Plan and Trust (MO) $311M · 1,535

Frequently Asked Questions

How did Trachte Building Systems Employee Stock Ownership Plan assets move in 2024? ▼

Trachte Building Systems Employee Stock Ownership Plan edged down modestly - down 4.8% during 2024, from $331M to $315M. Reported net income was -$15M.

How have Trachte Building Systems, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trachte Building Systems, Inc.'s sponsor-wide assets grew 23.5%, from $285M to $352M.

Where does Trachte Building Systems Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Trachte Building Systems Employee Stock Ownership Plan ranks in the 96th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which ESOP plans are similar in size to Trachte Building Systems Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan in OR ($315M, 547 participants).

Next read for Trachte Building Systems Employee Stock …

Filing takeaways

Ways to act on Trachte Building Systems Employee Stock Ownership Plan's numbers.

By total assets, Trachte Building Systems Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
Trachte Building Systems, Inc.'s sponsor-wide assets have grown 23.5% since 2022 across 3 plan years on file. More Manufacturing 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 390662360.

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.