ESOP · DOL Form 5500 · 2022

Northern Factory Sales, Inc. ESOP

Data updated 2026-08-11

$77M
Total assets
85
Participants
91st
Percentile by assets
$901,794
Avg per participant
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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.

  • 91st percentile by assets (of 139,126 plans)
  • #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.

$77M
total plan assets (2022 EOY)
85
covered participants
91st
percentile by assets (of 139,126 plans)
$901,794
avg assets per participant
State
Industry

Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust vs the 2022 asset distribution

By assets, Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust outranks 91% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

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.)

$75M$80M$85M$90M 202220232024 $76.7M $84.3M ▲ +10.0%
Total plan assets by year, all Northern Factory Sales, Inc. plans on file
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

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 Sal…Andersen Corporation…Hormel Foods Corpora…Kingdom Enterprises,…Force America Inc. E…Polaris Inc. Employe…
Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.

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).

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Ways to act on Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust's numbers.

  • By total assets, Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Minnesota. Compare plans
  • Northern Factory Sales, Inc.'s sponsor-wide assets have grown 10.0% since 2022 across 3 plan years on file. More Wholesale Trade plans