How much does Ownersedge, Inc. contribute to its ESOP?

In 2024, employer contributions to the Ownersedge, Inc. plan averaged $6,891 per active participant, above the $3,635 median for plans of similar size. Public filings report contribution dollars, not the match formula; the formula is in the plan's summary plan description.

What is the average account balance in the Ownersedge, Inc. 401(k)?

The average participant account balance was $186,335 for plan year 2024, based on 350 accounts.

Ownersedge, Inc.ESOP

Name: Ownersedge, Inc. 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

OWNERSEDGE EMPLOYEE STOCK OWNERSHIP PLAN · WAUKESHA, WI · plan year 2024

Employer contribution per participant · 2024

$6,891

Ownersedge, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $65,217,214 across 350 participant accounts, with employer contributions averaging $6,891 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other information & media employers. By assets it is the 335th-largest of 1,936 plans among Wisconsin employers on file, and the 422nd of 2,199 in information & media.

Plan summary
Net assets, end of year$65,217,214
Participants with balances350
Active participants265
Employer contributions$1,826,174
Employee contributions—
Employer contribution per active participant$6,891
Average account balance$186,335
Benefits paid to participants$2,628,821
Plan auditUnmodified (clean) audit opinion
AuditorVRAKAS S.C.

Plan history3

Yearassets · accounts · employer contribution

2024$65.2M · 350 accts · $1.8M emplr

2023$60.6M · 14 accts · $1.4M emplr

2022$53.8M · 332 accts · $2.2M emplr

Employer contributions to the Ownersedge, Inc. plan · 2024

Employer contribution per active participant$6,891

Median for plans this size$3,635

2024$6,891 per active participant

2023$5,208 per active participant

2022$8,662 per active participant

Ownersedge, Inc.'s 2024 employer contribution ran above the $3,635 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.

Recordkeeper by year2

2024Alerus

2023Alerus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3

2024Not separately reported

2023Not separately reported

2022Not separately reported

All plans at this employer2

OWNERSEDGE, INC. 401(K) PROFIT SHARING PLAN401(k)

OWNERSEDGE EMPLOYEE STOCK OWNERSHIP PLANESOP

Same employer

Ownersedge, Inc.'s health & benefits plan: carriers, premiums & broker pay

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Source: U.S. Department of Labor, Form 5500 series, EIN 472035141 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.