ESOP · DOL Form 5500 · 2024

Ownersedge Inc. ESOP

Data updated 2026-08-25

$82M
Total assets Below avg plan size
269
Participants Below avg headcount
89th
Percentile by assets National rank
$304,461
Avg per participant High balance/head
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Official DOL plan name: Ownersedge Employee Stock Ownership Plan · Sponsored by Ownersedge Inc. · Wisconsin · Information & Media

$82M in assets, 269 participants

Ownersedge Inc.'s Ownersedge Employee Stock Ownership Plan reported $82M in total assets and 269 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.

  • #2,379 in Information & Media (2,822 peers)

Coverage in Wisconsin

Ownersedge Employee Stock Ownership Plan covers 269 participants in Wisconsin, about 48% of the average Wisconsin filer (state average ~563 per filing). Assets: $82M.

#2,379
in Information & Media (2,822 peers)
+7.1%
assets growth YoY
0.8×
vs typical plan assets (national mean)

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

Ownersedge Employee Stock Ownership Plan vs every filed plan by assets

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

$81,899,927 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

Ownersedge 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. Ownersedge Employee Stock Ownership Plan sits mid-pack in the medium band (269 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ownersedge Employee Stock Ownership Plan reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Ownersedge Employee Stock Ownership Plan end-of-year assets rose from $76M in the plan year 2023 filing to $82M in the plan year 2024 filing.
  • Ownersedge Employee Stock Ownership Plan reported participants fell from 277 in the plan year 2023 filing to 269 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 472035141 · Ownersedge Inc. PY 2024 · ESOP

Ownersedge Employee Stock Ownership Plan · $82M · 269 · 89th

  • BOOK $82M
  • BOOK 269
  • BOOK 89th
  • BOOK ESOP
  • BOOK near Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan
  • BOOK ind #2379

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 →

Ownersedge Employee Stock Ownership Plan in the asset neighbourhood

Cogent, Inc. Employee Stock Ownership PlanCogent, Inc. Employee Stock …$82MOwnersedge Employee Stock Ownership PlanOwnersedge Employee Stock Ow…$82MCape Cod Lumber Co., Inc. Employee Stock Ownership PlanCape Cod Lumber Co., Inc. Em…$82MStructural Component Systems, Inc. Employee Stock Ownership Plan and TrustStructural Component Systems…$82MCives Corporation Employee Stock Ownership PlanCives Corporation Employee S…$82M
End-of-year total assets ($M) among Ownersedge Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$65M
Net Income$5M
Employer EIN472035141
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ownersedge Inc.)

Sponsor-wide plan assets over time

All Ownersedge Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$107M 22.696079944865673% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $86.9M $107M ▲ +22.7%
Year Plans Participants Total Assets
2022 2 586 $87M
2023 2 593 $97M
2024 2 563 $107M

Nearby ESOP Plans in Wisconsin

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

Ownersedge Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Ownersedge Employee Stock Ownership Plan, Total assets ($B): 0.081899927 · Participants: 269Ownersedge 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
Ownersedge Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Ownersedge Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan in MA ($82M); by covered participants it is Kta-Tator Inc, Employee Stock Ownership Plan in PA (269 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (269 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 Ownersedge Employee Stock Ownership Plan assets move in 2024? ▼
Ownersedge Employee Stock Ownership Plan grew at a solid clip - up 7.1% during 2024, from $76M to $82M. Reported net income was $5M.
How have Ownersedge Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ownersedge Inc.'s sponsor-wide assets grew 22.7%, from $87M to $107M.
Where does Ownersedge Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ownersedge 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 Ownersedge Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan in MA ($82M, 90 participants).
Which ESOP plans cover a similar participant headcount to Ownersedge Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Kta-Tator Inc, Employee Stock Ownership Plan in PA (269 participants, $19M 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 472035141.

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.