Filings through .
ESOP Partners LLC
Matched across 5 name variants in the filings
ESOP Partners LLC summary
ESOP Partners LLC appears on 15 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.6B in assets for 8,552 participants. The median client plan holds $37.3M. Most client plans are sponsored in WI, CA and FL. The largest clients by plan assets are Woodman's Food Market, Inc., Scott Electric Company and Electronic Theatre Controls, Inc.. Plans reported $266K in direct and indirect compensation paid to ESOP Partners LLC. The median is $12K per plan.
- Participants
- 8,552
- Median plan assets
- $37.3M
- Median plan participants
- 264
- Median fees per plan
- $12K
- Schedule C direct + indirect
Top 15 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Woodman's Food Market, Inc. | WI | $796M | 3,397 |
| Scott Electric Company | PA | $265M | 595 |
| Electronic Theatre Controls, Inc. | WI | $175M | 1,142 |
| Glasfloss Industries, Inc. | TX | $115M | 884 |
| M.A. Ford Mfg. Co., Inc. | IA | $87.9M | 264 |
| Boston, Inc. | WI | $53.8M | 693 |
| Infoverity Holding Co. | OH | $46.2M | 209 |
| Midwest Bancorporation, Inc | MO | $37.3M | 233 |
| Eder Flag Manufacturing Company, Inc. | WI | $31.3M | 152 |
| CSG Consultants, Inc. | CA | $9.1M | 305 |
| High Touch Holdings, Inc. | KS | $6.8M | 169 |
| Shepard Exposition Services, Inc. | GA | $6.0M | 509 |
| People's Bank of Commerce | OR | $3K | 0 |
| Guardian Fleet Services, Inc. | FL | $0 | 0 |
| Ecm Holding Group, Inc. | WI | $0 | 0 |
- WIParticipants 3,397
- PAParticipants 595
- WIParticipants 1,142
- TXParticipants 884
- M.A. Ford Mfg. Co., Inc.$87.9MIAParticipants 264
- Boston, Inc.$53.8MWIParticipants 693
- Infoverity Holding Co.$46.2MOHParticipants 209
- MOParticipants 233
- WIParticipants 152
- CAParticipants 305
- KSParticipants 169
- GAParticipants 509
- ORParticipants 0
- FLParticipants 0
- WIParticipants 0
Top client states
- WI5 plans
- CA1 plan
- FL1 plan
- GA1 plan
- IA1 plan
Frequently asked questions
- Who uses ESOP Partners LLC?
- 15 retirement plans list ESOP Partners LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Woodman's Food Market, Inc., Scott Electric Company, Electronic Theatre Controls, Inc., Glasfloss Industries, Inc. and M.A. Ford Mfg. Co., Inc.. Most client plans are sponsored in WI, CA and FL.
- How many plans does ESOP Partners LLC serve?
- ESOP Partners LLC serves 15 retirement plans with $1.6B in plan assets and 8,552 participants, based on the latest Form 5500 filings through 2024.
- What does ESOP Partners LLC charge?
- Plans reported $266K in total Schedule C compensation paid to ESOP Partners LLC. The median plan paid $12K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Esop Partners as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 1 |
Target-date series
None.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.