ESOP · DOL Form 5500 · 2024

U.P. Fabricating Co. Inc. ESOP

Data updated 2026-08-25

$465K
Total assets Small plan by assets
31
Participants Small participant base
17th
Percentile by assets National rank
$14,992
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: U.P. Fabricating Co. Inc. Employee Stock Ownership Plan · Sponsored by U.P. Fabricating Co. Inc. · Michigan · Manufacturing

$465K in assets, 31 participants

U.P. Fabricating Co. Inc.'s U.P. Fabricating Co. Inc. Employee Stock Ownership Plan reported $465K in total assets and 31 participants in its 2024 DOL Form 5500 filing, ranking in the 17th 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.

  • #1,171 in Manufacturing (17,777 peers)

U.P. Fabricating Co. Inc. multi-year trail

U.P. Fabricating Co. Inc.'s plans moved +205.6% in assets from 2022 to 2024; this filing shows U.P. Fabricating Co. Inc. Employee Stock Ownership Plan at $465K / 31 participants.

#1,171
in Manufacturing (17,777 peers)
+127.8%
assets growth YoY

U.P. Fabricating Co. Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

U.P. Fabricating Co. Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$464,756 17th percentile higher than 17% 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

U.P. Fabricating Co. Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. U.P. Fabricating Co. Inc. Employee Stock Ownership Plan is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • U.P. Fabricating Co. Inc. Employee Stock Ownership Plan reported net income rose from $52K in the plan year 2023 filing to $261K in the plan year 2024 filing.
  • U.P. Fabricating Co. Inc. Employee Stock Ownership Plan end-of-year assets rose from $204K in the plan year 2023 filing to $465K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 382059226 · U.P. Fabricating Co. Inc. PY 2024 · ESOP

U.P. Fabricating Co. Inc. Employee Stock Ownership Plan · $465K · 31 · 17th

  • TYPE $465K
  • NET 31
  • BOOK 17th
  • VS-ST ESOP
  • BOY near Compressed Air Power Employee Stock Ownership Plan
  • SCH ind #1171

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 Michigan →

U.P. Fabricating Co. Inc. Employee Stock Ownership Plan in the asset neighbourhood

Herregan Distributors, Inc. Employee Stock Ownership PlanHerregan Distributors, Inc. …$470KU.P. Fabricating Co. Inc. Employee Stock Ownership PlanU.P. Fabricating Co. Inc. Em…$465KCompressed Air Power Employee Stock Ownership PlanCompressed Air Power Employe…$461KJ.T. Chapman Company Stock Bonus Employee Stock Ownership Plan & TrustJ.T. Chapman Company Stock B…$460KArmon, Inc Employee Stock Ownership PlanArmon, Inc Employee Stock Ow…$458K
End-of-year total assets ($M) among U.P. Fabricating Co. Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

U.P. Fabricating Co. Inc. multi-year asset trail

Sponsor-wide plan assets over time

All U.P. Fabricating Co. Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$465K 205.5574914037383% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.15M $0.46M ▲ +206.7%
Year Plans Participants Total Assets
2022 1 31 $152K
2023 1 31 $204K
2024 1 31 $465K

U.P. Fabricating Co. Inc. filing trail (2024)

Total Assets (Beginning of Year)$204K
Net Assets (End of Year)$465K
Net Income$261K
Employer EIN382059226
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Michigan

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

U.P. Fabricating Co. Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -0.500.511.52 Total assets ($B) Participants U.P. Fabricating Co. Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000464756 · Participants: 31U.P. Fabricating Co. Inc. Employee Stock Ownership PlanMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.551258212 · Participants: 1780Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.899849551 · Participants: 1936The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.452711138 · Participants: 1284Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.410252812 · Participants: 218Motor City Electric Co. Employee Stock Ownership PlanLee Contracting, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.250474411 · Participants: 565Lee Contracting, Inc. Employee Stock Ownership Plan
U.P. Fabricating Co. Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare U.P. Fabricating Co. Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

U.P. Fabricating Co. Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Michigan, the nearest ESOP by assets is Compressed Air Power Employee Stock Ownership Plan in AZ ($461K); by covered participants it is The American National Bank of Beaver Dam Employee Stock Ownership Plan in WI (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 U.P. Fabricating Co. Inc. Employee Stock Ownership Plan assets move in 2024? ▼
U.P. Fabricating Co. Inc. Employee Stock Ownership Plan surged - up 127.8% during 2024, from $204K to $465K. Reported net income was $261K.
How have U.P. Fabricating Co. Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), U.P. Fabricating Co. Inc.'s sponsor-wide assets grew 205.6%, from $152K to $465K.
Where does U.P. Fabricating Co. Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
U.P. Fabricating Co. Inc. Employee Stock Ownership Plan ranks in the 17th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to U.P. Fabricating Co. Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Compressed Air Power Employee Stock Ownership Plan in AZ ($461K, 17 participants).
Which ESOP plans cover a similar participant headcount to U.P. Fabricating Co. Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The American National Bank of Beaver Dam Employee Stock Ownership Plan in WI (31 participants, $6M 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 382059226.

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.