ESOP · DOL Form 5500 · 2022

Northern Factory Sales, Inc. ESOP

Data updated 2026-08-25

$77M
Total assets Below avg plan size
85
Participants Small participant base
91st
Percentile by assets National rank
$901,794
Avg per participant High balance/head
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Official DOL plan name: Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Northern Factory Sales, Inc. · Minnesota · Wholesale Trade

$77M in assets, 85 participants

Northern Factory Sales, Inc.'s Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust reported $77M in total assets and 85 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #6,347 in Wholesale Trade (6,843 peers)

Where Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust sits by assets

Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust sits in the top 10% of all filed plans by assets, $77M for 85 participants (~$901,794/participant), up 14.2% in 2022.

#6,347
in Wholesale Trade (6,843 peers)
+14.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$76,652,519 Top 9% higher than 91% of 139,123 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 2022

Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust is a small filing (85 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 411571247 · Northern Factory Sales, Inc. PY 2022 · ESOP

Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust · $77M · 85 · 91st

  • EIN $77M
  • RANK 85
  • PHOTO 91st
  • IND ESOP
  • EOY near Aarete Employee Stock Ownership Plan
  • 5500 ind #6347

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 Minnesota →

Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Berkel & Company Contractors, Inc. Employee Stock Ownership PlanBerkel & Company Contractors…$77MReasor's Holding Company Employee Stock Ownership PlanReasor's Holding Company Emp…$77MAarete Employee Stock Ownership PlanAarete Employee Stock Owners…$77MNorthern Factory Sales, Inc. Employee Stock Ownership Plan and TrustNorthern Factory Sales, Inc.…$77MEnergy Air, Inc. ESOP$76M
End-of-year total assets ($M) among Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$76M
Net Income$10M
Employer EIN411571247
Plan Effective Date2014-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northern Factory Sales, Inc.)

Sponsor-wide plan assets over time

All Northern Factory Sales, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$84M 9.98503649958327% vs 2022
2024 filing year
$75M$80M$85M$90M 202220232024 $76.7M $84.3M ▲ +10.0%
Year Plans Participants Total Assets
2022 1 85 $77M
2023 1 89 $84M
2024 1 90 $84M

Nearby ESOP Plans in Minnesota

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

Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000 0200400600800 Total assets ($M) Participants Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 76.652519 · Participants: 85Northern Factory Sales, Inc. Employee Stock Ownership Plan and TrustAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 646.711049 · Participants: 9416Andersen Corporation Employee Stock Ownership PlanHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 486.260676 · Participants: 4373Hormel Foods Corporation Joint Earnings Profit Sharing TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 399.591486 · Participants: 801Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 332.65286 · Participants: 359Force America Inc. Employee Stock Ownership PlanPolaris Inc. Employee Stock Ownership Plan, Total assets ($M): 313.049552 · Participants: 7981Polaris Inc. Employee Stock Ownership Plan
Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Aarete Employee Stock Ownership Plan in IL ($77M); by covered participants it is Jkj Employee Stock Ownership Plan in PA (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 14.2% during 2022, from $67M to $77M. Reported net income was $10M.
How have Northern Factory Sales, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northern Factory Sales, Inc.'s sponsor-wide assets grew 10.0%, from $77M to $84M.
Where does Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Aarete Employee Stock Ownership Plan in IL ($77M, 177 participants).
Which ESOP plans cover a similar participant headcount to Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Jkj Employee Stock Ownership Plan in PA (85 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411571247.

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.