ESOP · DOL Form 5500 · 2024
Universal Technologies of Wisconsin, Inc ESOP
Data updated 2026-08-25
- $25M
- Total assets Small plan by assets
- 83
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $295,798
- Avg per participant High balance/head
Official DOL plan name: Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan · Sponsored by Universal Technologies of Wisconsin, Inc · Wisconsin · Manufacturing
$25M in assets, 83 participants
Universal Technologies of Wisconsin, Inc's Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan reported $25M in total assets and 83 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #11,448 in Manufacturing (17,777 peers)
Universal Technologies of Wisconsin, Inc multi-year trail
Universal Technologies of Wisconsin, Inc's plans moved +100.2% in assets from 2022 to 2024; this filing shows Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan at $25M / 83 participants.
- #11,448
- in Manufacturing (17,777 peers)
- +19.1%
- assets growth YoY
Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan's outsized position by total assets
Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$24,551,204 Top 26% higher than 74% 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
Universal Technologies of Wisconsin, 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. Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan is a small filing (83 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan end-of-year assets rose from $21M in the plan year 2023 filing to $25M in the plan year 2024 filing.
- Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan reported participants fell from 93 in the plan year 2023 filing to 83 in the plan year 2024 filing.
DOL schedule card
Filing strip 390172770 · Universal Technologies of Wisconsin, Inc PY 2024 · ESOP
Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan · $25M · 83 · 74th
- VS-ST $25M
- VS-ST 83
- VS-ST 74th
- VS-ST ESOP
- VS-ST near Lawrence Fabric Structures Inc. Employee Stock Ownership Plan
- VS-ST ind #11448
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 →
Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Universal Technologies of Wisconsin, Inc multi-year asset trail
Sponsor-wide plan assets over time
All Universal Technologies of Wisconsin, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 100.15231595279168% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 105 | $19M |
| 2023 | 1 | 93 | $21M |
| 2024 | 2 | 173 | $38M |
Universal Technologies of Wisconsin, Inc filing trail (2024)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $4M |
| Employer EIN | 390172770 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
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
- Trachte Building Systems Employee Stock Ownership Plan $315M · 266
Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is Lawrence Fabric Structures Inc. Employee Stock Ownership Plan in MO ($25M); by covered participants it is Sgh Redglaze Holdings, Inc. Employee Stock Ownership Plan in NE (83 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Lawrence Fabric Structures Inc. Employee Stock Ownership Plan (MO) $25M · 65
- Tates Rents, Inc. Employee Stock Ownership Plan and Trust (ID) $25M · 120
- Ziebart International Corporation Employee Stock Ownership Plan (MI) $25M · 90
- Cooper Roofing & Solar, Inc. Employee Stock Ownership Plan (NV) $24M · 301
Similar participant headcount
Nearest other-state filings by covered participants (83 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.