ESOP · DOL Form 5500 · 2024

Employee Benefits Corporation ESOP

Data updated 2026-08-25

$39M
Total assets Below avg plan size
143
Participants Small participant base
81st
Percentile by assets National rank
$275,794
Avg per participant High balance/head
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Official DOL plan name: Employee Benefits Corporation Employee Stock Ownership Plan · Sponsored by Employee Benefits Corporation · Wisconsin · Finance & Insurance

$39M in assets, 143 participants

Employee Benefits Corporation's Employee Benefits Corporation Employee Stock Ownership Plan reported $39M in total assets and 143 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,059 in Finance & Insurance (8,549 peers)

Coverage in Wisconsin

Employee Benefits Corporation Employee Stock Ownership Plan covers 143 participants in Wisconsin, about 25% of the average Wisconsin filer (state average ~563 per filing). Assets: $39M.

#6,059
in Finance & Insurance (8,549 peers)
+14.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Employee Benefits Corporation Employee Stock Ownership Plan's outsized position by total assets

Employee Benefits Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$39,438,504 Top 19% higher than 81% 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

Employee Benefits Corporation 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. Employee Benefits Corporation Employee Stock Ownership Plan sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Employee Benefits Corporation Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Employee Benefits Corporation Employee Stock Ownership Plan end-of-year assets fell from $60M in the plan year 2023 filing to $39M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 392044064 · Employee Benefits Corporation PY 2024 · ESOP

Employee Benefits Corporation Employee Stock Ownership Plan · $39M · 143 · 81st

  • PART $39M
  • PART 143
  • PART 81st
  • PART ESOP
  • PART near Mclean Contracting Company Employee Stock Ownership Plan
  • PART ind #6059

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 →

Employee Benefits Corporation Employee Stock Ownership Plan in the asset neighbourhood

Ctl Engineering, Inc. Employee Stock Ownership PlanCtl Engineering, Inc. Employ…$39MMiller Electric Company Employee Stock Ownership Plan and TrustMiller Electric Company Empl…$39MEmployee Benefits Corporation Employee Stock Ownership PlanEmployee Benefits Corporatio…$39MMclean Contracting Company Employee Stock Ownership PlanMclean Contracting Company E…$39MBlythe Brothers Holdings, Inc. Employee Stock Ownership PlanBlythe Brothers Holdings, In…$39M
End-of-year total assets ($M) among Employee Benefits Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$39M
Net Income$5M
Employer EIN392044064
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Employee Benefits Corporation)

Sponsor-wide plan assets over time

All Employee Benefits Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$127M 71.93699158849728% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $74.1M $127M ▲ +71.9%
Year Plans Participants Total Assets
2022 2 305 $74M
2023 2 314 $79M
2024 3 448 $127M

Nearby ESOP Plans in Wisconsin

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

Employee Benefits Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Employee Benefits Corporation Employee Stock Ownership Plan, Total assets ($B): 0.039438504 · Participants: 143Employee Benefits Corporation 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
Employee Benefits Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Employee Benefits Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Mclean Contracting Company Employee Stock Ownership Plan in MD ($39M); by covered participants it is Charter Construction, Inc. Employee Stock Ownership Plan in WA (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Employee Benefits Corporation Employee Stock Ownership Plan assets move in 2024? ▼
Employee Benefits Corporation Employee Stock Ownership Plan grew at a solid clip - up 14.9% during 2024, from $34M to $39M. Reported net income was $5M.
How have Employee Benefits Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Employee Benefits Corporation's sponsor-wide assets grew 71.9%, from $74M to $127M.
Where does Employee Benefits Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Employee Benefits Corporation Employee Stock Ownership Plan ranks in the 81st 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 Employee Benefits Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mclean Contracting Company Employee Stock Ownership Plan in MD ($39M, 350 participants).
Which ESOP plans cover a similar participant headcount to Employee Benefits Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Charter Construction, Inc. Employee Stock Ownership Plan in WA (143 participants, $9M 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 392044064.

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.