Plan Ledger DOL Form 5500 · updated monthly

Engineering Industries, Inc. Employee Stock Ownership PlanESOP

ENGINEERING INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN · VERONA, WI · plan year 2025

Reported admin expense ratio · 2025
0.01%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Engineering Industries, Inc. Employee Stock Ownership Plan reported $2,980 in plan administrative expenses for 2025: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $16,813 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.013% to 0.015%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is the 814th-largest of 1,936 plans among Wisconsin employers on file, and the 5,615th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$21,782,885
Participants with balances134
Active participants96
Employer contributions$1,614,000
Employee contributions—
Employer contribution per active participant$16,813
Average account balance$162,559
Benefits paid to participants$1,352,203
Plan auditUnmodified (clean) audit opinion
AuditorWEGNER CPAS, LLP
Plan history2
Yearassets · accounts · employer contribution
2025$21.8M · 134 accts · $1.6M emplr
2024$18.3M · 134 accts · $1.6M emplr
Administrative expenses, itemized · 2025
Trustee / custodial$2,980
Total administrative$2,980
Employer contributions to the Engineering Industries, Inc. Employee Stock Ownership Plan plan · 2025
Employer contribution per active participant$16,813
Median for plans this size$2,666
2025$16,813 per active participant
2024$15,961 per active participant

Engineering Industries, Inc. Employee Stock Ownership Plan's 2025 employer contribution ran above the $2,666 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2025$2,980 · 0.01%
2024$2,457 · 0.01%
Same employer
Similar plansManufacturing · Wisconsin
Marchant-Schmidt, Inc. WI$22.1M · 0.27%
Helgesen Industries, Inc. WI$22.1M · 0.48%
D & S Machine Service, Inc. WI$21.8M · 0.12%
Jarp Industries, Inc. WI$21.5M · 0.33%
Kdv Label, LLC WI$21.5M · 0.30%
McMillan Electric Company WI$21.4M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391098063 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.