ESOP · DOL Form 5500 · 2024

Spuncast, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
107
Participants Small participant base
64th
Percentile by assets National rank
$134,497
Avg per participant Near avg balance/head
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Official DOL plan name: Spuncast Inc Employee Stock Ownership Plan · Sponsored by Spuncast, Inc. · Wisconsin · Manufacturing

$14M in assets, 107 participants

Spuncast, Inc.'s Spuncast Inc Employee Stock Ownership Plan reported $14M in total assets and 107 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.

  • #9,121 in Manufacturing (17,777 peers)

Coverage in Wisconsin

Spuncast Inc Employee Stock Ownership Plan covers 107 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $14M.

#9,121
in Manufacturing (17,777 peers)
+5.9%
assets growth YoY

Spuncast Inc Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Spuncast Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$14,391,167 Top 36% higher than 64% 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

Spuncast 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. Spuncast Inc Employee Stock Ownership Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Spuncast Inc Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to $974K in the plan year 2024 filing.
  • Spuncast Inc Employee Stock Ownership Plan reported participants rose from 91 in the plan year 2023 filing to 107 in the plan year 2024 filing.
  • Spuncast Inc Employee Stock Ownership Plan end-of-year assets rose from $14M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 391246768 · Spuncast, Inc. PY 2024 · ESOP

Spuncast Inc Employee Stock Ownership Plan · $14M · 107 · 64th

  • IND $14M
  • EOY 107
  • 5500 64th
  • ASSETS ESOP
  • PCT near Fmh Holdings, Inc. Employee Stock Ownership Plan
  • EIN ind #9121

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 →

Spuncast Inc Employee Stock Ownership Plan in the asset neighbourhood

Mrsl Employee Stock Ownership PlanMrsl Employee Stock Ownershi…$14MLincoln County Bancorp., Inc. Employee Stock Ownership PlanLincoln County Bancorp., Inc…$14MGreen Contracting Company, Inc. Employee Stock Ownership Plan and TrustGreen Contracting Company, I…$14MFmh Holdings, Inc. Employee Stock Ownership PlanFmh Holdings, Inc. Employee …$14MSpuncast Inc Employee Stock Ownership PlanSpuncast Inc Employee Stock …$14M
End-of-year total assets ($M) among Spuncast Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$10M
Net Income$974K
Employer EIN391246768
Plan Effective Date2004-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spuncast, Inc.)

Sponsor-wide plan assets over time

All Spuncast, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 24.80520302613818% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $17.2M $21.4M ▲ +24.8%
Year Plans Participants Total Assets
2022 2 199 $17M
2023 2 205 $21M
2024 2 229 $21M

Nearby ESOP Plans in Wisconsin

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

Spuncast Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Spuncast Inc Employee Stock Ownership Plan, Total assets ($B): 0.014391167 · Participants: 107Spuncast Inc 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
Spuncast Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Spuncast Inc Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Fmh Holdings, Inc. Employee Stock Ownership Plan in VA ($14M); by covered participants it is L.a. Fuess Partners Inc. Employee Stock Ownership Plan in TX (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Spuncast Inc Employee Stock Ownership Plan assets move in 2024? ▼
Spuncast Inc Employee Stock Ownership Plan grew at a solid clip - up 5.9% during 2024, from $14M to $14M. Reported net income was $974K.
How have Spuncast, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spuncast, Inc.'s sponsor-wide assets grew 24.8%, from $17M to $21M.
Which ESOP plans are similar in size to Spuncast Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Fmh Holdings, Inc. Employee Stock Ownership Plan in VA ($14M, 115 participants).
Which ESOP plans cover a similar participant headcount to Spuncast Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is L.a. Fuess Partners Inc. Employee Stock Ownership Plan in TX (107 participants, $17M 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 391246768.

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.