ESOP · DOL Form 5500 · 2024
Union Grove Lumber & True Value Company ESOP
Data updated 2026-08-25
- $762K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $152,453
- Avg per participant Above avg balance/head
Official DOL plan name: Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust · Sponsored by Union Grove Lumber & True Value Company · Wisconsin · Retail Trade
$762K in assets, 5 participants
Union Grove Lumber & True Value Company's Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust reported $762K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.
- #2,637 in Retail Trade (8,048 peers)
Union Grove Lumber & True Value Company multi-year trail
Union Grove Lumber & True Value Company's plans moved +42.8% in assets from 2022 to 2024; this filing shows Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust at $762K / 5 participants.
- #2,637
- in Retail Trade (8,048 peers)
- +48.2%
- assets growth YoY
Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets
Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$762,263 21st percentile higher than 21% 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
Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust reported net income rose from -$19K in the plan year 2023 filing to $248K in the plan year 2024 filing.
- Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust end-of-year assets rose from $514K in the plan year 2023 filing to $762K in the plan year 2024 filing.
- Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust reported participants fell from 6 in the plan year 2023 filing to 5 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 390669030 · Union Grove Lumber & True Value Company PY 2024 · ESOP
Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust · $762K · 5 · 21st
- EIN $762K
- RANK 5
- PHOTO 21st
- IND ESOP
- EOY near Quantumdigital, Inc. Employee Stock Ownership Plan
- 5500 ind #2637
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 →
Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Union Grove Lumber & True Value Company multi-year asset trail
Sponsor-wide plan assets over time
All Union Grove Lumber & True Value Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $762K 42.795350449125635% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $534K |
| 2023 | 1 | 6 | $514K |
| 2024 | 1 | 5 | $762K |
Union Grove Lumber & True Value Company filing trail (2024)
| Total Assets (Beginning of Year) | $514K |
|---|---|
| Net Assets (End of Year) | $762K |
| Net Income | $248K |
| Employer EIN | 390669030 |
| Plan Effective Date | 1977-01-01 |
| 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
Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is Quantumdigital, Inc. Employee Stock Ownership Plan in TX ($764K); by covered participants it is Hts Inc. Employee Stock Ownership Plan in AZ (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($762K here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.