ESOP · DOL Form 5500 · 2023

Aztalan Engineering, Inc. ESOP

Data updated 2026-08-25

$614K
Total assets Small plan by assets
68
Participants Small participant base
20th
Percentile by assets National rank
$9,029
Avg per participant Low balance/head
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Official DOL plan name: Aztalan Engineering Employee Stock Ownership Plan · Sponsored by Aztalan Engineering, Inc. · Wisconsin · Manufacturing

$614K in assets, 68 participants

Aztalan Engineering, Inc.'s Aztalan Engineering Employee Stock Ownership Plan reported $614K in total assets and 68 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,519 in Manufacturing (18,722 peers)

Aztalan Engineering, Inc. multi-year trail

Aztalan Engineering, Inc.'s plans moved -90.8% in assets from 2022 to 2023; this filing shows Aztalan Engineering Employee Stock Ownership Plan at $614K / 68 participants.

#1,519
in Manufacturing (18,722 peers)
-90.8%
assets change YoY

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aztalan Engineering Employee Stock Ownership Plan among the smaller filed plans by assets

Aztalan Engineering Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$613,987 20th percentile higher than 20% of 127,068 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 2023

Aztalan Engineering Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aztalan Engineering Employee Stock Ownership Plan is a small filing (68 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aztalan Engineering Employee Stock Ownership Plan reported net income fell from -$638K in the plan year 2022 filing to -$6M in the plan year 2023 filing.
  • Aztalan Engineering Employee Stock Ownership Plan end-of-year assets fell from $7M in the plan year 2022 filing to $614K in the plan year 2023 filing.
  • Aztalan Engineering Employee Stock Ownership Plan reported participants rose from 51 in the plan year 2022 filing to 68 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391306719 · Aztalan Engineering, Inc. PY 2023 · ESOP

Aztalan Engineering Employee Stock Ownership Plan · $614K · 68 · 20th

  • EBSA $614K
  • EBSA 68
  • EBSA 20th
  • EBSA ESOP
  • EBSA near Versailles Savings and Loan Company Employee Stock Ownership Plan
  • EBSA ind #1519

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 →

Aztalan Engineering Employee Stock Ownership Plan in the asset neighbourhood

Aztalan Engineering Employee Stock Ownership PlanAztalan Engineering Employee…$614KVersailles Savings and Loan Company Employee Stock Ownership PlanVersailles Savings and Loan …$614KThe Arlee Group Employee Stock Ownership PlanThe Arlee Group Employee Sto…$613KTraulsen & Co., Inc. Employee Stock Ownership PlanTraulsen & Co., Inc. Employe…$611KAlpha-Omega Training and Compliance, Inc. Employee Stock Ownership PlanAlpha-Omega Training and Com…$611K
End-of-year total assets ($M) among Aztalan Engineering Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Aztalan Engineering, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Aztalan Engineering, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$614K 90.78366614910001% vs 2022
2023 filing year
$0M$2M$4M$6M$8M 20222023 $6.66M $0.61M ▼ -90.8%
Year Plans Participants Total Assets
2022 1 51 $7M
2023 1 68 $614K

Aztalan Engineering, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)-$2M
Net Income-$6M
Employer EIN391306719
Plan Effective Date2008-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Aztalan Engineering Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Aztalan Engineering Employee Stock Ownership Plan, Total assets ($B): 0.000613987 · Participants: 68Aztalan Engineering Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.551413763 · Participants: 6108Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.700244908 · Participants: 2837Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.511365241 · Participants: 1624Ki Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.331023295 · Participants: 228Trachte Building Systems Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.31506565 · Participants: 808Wausau Supply Company Employee Stock Ownership Plan
Aztalan Engineering Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Aztalan Engineering Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Versailles Savings and Loan Company Employee Stock Ownership Plan in OH ($614K); by covered participants it is Project Management Solutions, Inc. Employee Stock Ownership Plan in OH (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Aztalan Engineering Employee Stock Ownership Plan assets move in 2023? ▼
Aztalan Engineering Employee Stock Ownership Plan contracted severely - down 90.8% during 2023, from $7M to $614K. Reported net income was -$6M.
How have Aztalan Engineering, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Aztalan Engineering, Inc.'s sponsor-wide assets declined 90.8%, from $7M to $614K.
Where does Aztalan Engineering Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Aztalan Engineering Employee Stock Ownership Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Aztalan Engineering Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Versailles Savings and Loan Company Employee Stock Ownership Plan in OH ($614K, 8 participants).
Which ESOP plans cover a similar participant headcount to Aztalan Engineering Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Project Management Solutions, Inc. Employee Stock Ownership Plan in OH (68 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391306719.

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.