ESOP · DOL Form 5500 · 2024
Steinhafels Holding Company, Inc. ESOP
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 432
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $33,575
- Avg per participant Low balance/head
Official DOL plan name: Steinhafels Holding Company, Inc. Employee Stock Ownership Plan · Sponsored by Steinhafels Holding Company, Inc. · Wisconsin · Retail Trade
$15M in assets, 432 participants
Steinhafels Holding Company, Inc.'s Steinhafels Holding Company, Inc. Employee Stock Ownership Plan reported $15M in total assets and 432 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #6,008 in Retail Trade (8,048 peers)
Steinhafels Holding Company, Inc. multi-year trail
Steinhafels Holding Company, Inc.'s plans moved -57.0% in assets from 2022 to 2024; this filing shows Steinhafels Holding Company, Inc. Employee Stock Ownership Plan at $15M / 432 participants.
- #6,008
- in Retail Trade (8,048 peers)
- -34.9%
- assets change YoY
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Steinhafels Holding Company, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers
Steinhafels Holding Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,504,253 Top 36% higher than 64% 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
Steinhafels Holding Company, Inc. 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. Steinhafels Holding Company, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (432 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Steinhafels Holding Company, Inc. Employee Stock Ownership Plan end-of-year assets fell from $22M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Steinhafels Holding Company, Inc. Employee Stock Ownership Plan reported net income rose from -$11M in the plan year 2023 filing to -$8M in the plan year 2024 filing.
- Steinhafels Holding Company, Inc. Employee Stock Ownership Plan reported participants fell from 450 in the plan year 2023 filing to 432 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 862586895 · Steinhafels Holding Company, Inc. PY 2024 · ESOP
Steinhafels Holding Company, Inc. Employee Stock Ownership Plan · $15M · 432 · 64th
- ASSETS $15M
- ASSETS 432
- ASSETS 64th
- ASSETS ESOP
- ASSETS near R & R Millwork, Inc. Employee Stock Ownership Plan
- ASSETS ind #6008
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 →
Steinhafels Holding Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Steinhafels Holding Company, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Steinhafels Holding Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 57.01184225435166% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 416 | $34M |
| 2023 | 1 | 450 | $22M |
| 2024 | 1 | 432 | $15M |
Steinhafels Holding Company, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$8M |
| Employer EIN | 862586895 |
| Plan Effective Date | 2020-07-04 |
| 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
Steinhafels Holding Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is R & R Millwork, Inc. Employee Stock Ownership Plan in TX ($15M); by covered participants it is Roy's Holding's, Inc. Employee Stock Ownership Plan in HI (432 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (432 participants); asset peers above are excluded.
- Roy's Holding's, Inc. Employee Stock Ownership Plan (HI) 432 · 0 off
- American Stock, Savings and Employee Trust (MN) 432 · 0 off
- Gutchess Lumber Employee Stock Ownership Plan (NY) 431 · 1 off
- Cfc ESOP (VT) 431 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.