ESOP · DOL Form 5500 · 2024

E.C. Styberg Engineering Company ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
42
Participants Small participant base
57th
Percentile by assets National rank
$255,951
Avg per participant Above avg balance/head
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Official DOL plan name: E.C. Styberg Engineering Company Employee Stock Ownership Plan · Sponsored by E.C. Styberg Engineering Company · Wisconsin · Manufacturing

$11M in assets, 42 participants

E.C. Styberg Engineering Company's E.C. Styberg Engineering Company Employee Stock Ownership Plan reported $11M in total assets and 42 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #7,726 in Manufacturing (17,777 peers)

2024 asset change

E.C. Styberg Engineering Company Employee Stock Ownership Plan pulled back noticeably 8.8% in 2024 ($12M → $11M) for 42 participants.

#7,726
in Manufacturing (17,777 peers)
-8.8%
assets change YoY

The plan reported a net loss of $943K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

E.C. Styberg Engineering Company Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

E.C. Styberg Engineering Company Employee Stock Ownership Plan vs every filed plan by assets

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

$10,749,937 Top 43% higher than 57% 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

E.C. Styberg Engineering Company 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. E.C. Styberg Engineering Company Employee Stock Ownership Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • E.C. Styberg Engineering Company Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to -$943K in the plan year 2024 filing.
  • E.C. Styberg Engineering Company Employee Stock Ownership Plan reported participants fell from 49 in the plan year 2023 filing to 42 in the plan year 2024 filing.
  • E.C. Styberg Engineering Company Employee Stock Ownership Plan end-of-year assets fell from $12M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 390644639 · E.C. Styberg Engineering Company PY 2024 · ESOP

E.C. Styberg Engineering Company Employee Stock Ownership Plan · $11M · 42 · 57th

  • EBSA $11M
  • PART 42
  • TYPE 57th
  • NET ESOP
  • BOOK near Wo Partners Holdings, Inc. Employee Stock Ownership Plan
  • VS-ST ind #7726

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 →

E.C. Styberg Engineering Company Employee Stock Ownership Plan in the asset neighbourhood

Renkim Corporation Employee Stock Ownership PlanRenkim Corporation Employee …$11MValley Premier Bank Employee Stock Ownership Plan & TrustValley Premier Bank Employee…$11MAirco Mechanical, Inc. Stock Bonus Employee Stock Ownership PlanAirco Mechanical, Inc. Stock…$11ME.C. Styberg Engineering Company Employee Stock Ownership PlanE.C. Styberg Engineering Com…$11MWo Partners Holdings, Inc. Employee Stock Ownership PlanWo Partners Holdings, Inc. E…$11M
End-of-year total assets ($M) among E.C. Styberg Engineering Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

E.C. Styberg Engineering Company years around the 2024 move

Sponsor-wide plan assets over time

All E.C. Styberg Engineering Company plans reported in each filing year

Latest sponsor-wide plan assets
$34M 0.6310030201511764% vs 2022
2024 filing year
$33M$34M$35M$36M$37M 202220232024 $33.7M $33.9M ▲ +0.6%
Year Plans Participants Total Assets
2022 2 176 $34M
2023 2 167 $37M
2024 2 169 $34M

2024 asset-move particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$943K
Employer EIN390644639
Plan Effective Date2013-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

E.C. Styberg Engineering Company Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants E.C. Styberg Engineering Company Employee Stock Ownership Plan, Total assets ($B): 0.010749937 · Participants: 42E.C. Styberg Engineering Company 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
E.C. Styberg Engineering Company Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare E.C. Styberg Engineering Company Employee Stock Ownership Plan side-by-side with 3 peers →

E.C. Styberg Engineering Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Wo Partners Holdings, Inc. Employee Stock Ownership Plan in FL ($11M); by covered participants it is Sdg Architects, Inc. ESOP in CA (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 E.C. Styberg Engineering Company Employee Stock Ownership Plan assets move in 2024? ▼
E.C. Styberg Engineering Company Employee Stock Ownership Plan pulled back noticeably - down 8.8% during 2024, from $12M to $11M. Reported net income was -$943K.
How have E.C. Styberg Engineering Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), E.C. Styberg Engineering Company's sponsor-wide assets grew 0.6%, from $34M to $34M.
Which ESOP plans are similar in size to E.C. Styberg Engineering Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Wo Partners Holdings, Inc. Employee Stock Ownership Plan in FL ($11M, 4,663 participants).
Which ESOP plans cover a similar participant headcount to E.C. Styberg Engineering Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sdg Architects, Inc. ESOP in CA (42 participants, $4M 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 390644639.

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.