ESOP · DOL Form 5500 · 2024
A to Z Machine Company, Inc. ESOP
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 115
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $77,913
- Avg per participant Below avg balance/head
Official DOL plan name: A to Z Machine Company, Inc. Employee Stock Ownership Plan · Sponsored by A to Z Machine Company, Inc. · Wisconsin · Manufacturing
$9M in assets, 115 participants
A to Z Machine Company, Inc.'s A to Z Machine Company, Inc. Employee Stock Ownership Plan reported $9M in total assets and 115 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.
- #6,842 in Manufacturing (17,777 peers)
Coverage in Wisconsin
A to Z Machine Company, Inc. Employee Stock Ownership Plan covers 115 participants in Wisconsin, about 20% of the average Wisconsin filer (state average ~563 per filing). Assets: $9M.
- #6,842
- in Manufacturing (17,777 peers)
- -20.8%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
A to Z Machine Company, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers
A to Z Machine Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,960,000 Top 47% higher than 53% 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
A to Z Machine 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. A to Z Machine Company, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (115 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- A to Z Machine Company, Inc. Employee Stock Ownership Plan reported net income fell from -$2M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- A to Z Machine Company, Inc. Employee Stock Ownership Plan end-of-year assets fell from $11M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- A to Z Machine Company, Inc. Employee Stock Ownership Plan reported participants rose from 109 in the plan year 2023 filing to 115 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 391864014 · A to Z Machine Company, Inc. PY 2024 · ESOP
A to Z Machine Company, Inc. Employee Stock Ownership Plan · $9M · 115 · 53rd
- EIN $9M
- RANK 115
- PHOTO 53rd
- IND ESOP
- EOY near Tile Outlets of America Employee Stock Ownership Plan
- 5500 ind #6842
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 →
A to Z Machine Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | -$2M |
| Net Income | -$2M |
| Employer EIN | 391864014 |
| Plan Effective Date | 2017-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (A to Z Machine Company, Inc.)
Sponsor-wide plan assets over time
All A to Z Machine Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 1.0143632802190565% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 252 | $29M |
| 2023 | 2 | 233 | $30M |
| 2024 | 2 | 244 | $28M |
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
A to Z Machine Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is Tile Outlets of America Employee Stock Ownership Plan in GA ($9M); by covered participants it is Systems Connection of Maryland, Inc. Employee Stock Ownership Plan in MD (115 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (115 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.