ESOP · DOL Form 5500 · 2022

Ulland Brothers, Inc. ESOP

Data updated 2026-08-25

$76M
Total assets Below avg plan size
53
Participants Small participant base
91st
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan · Sponsored by Ulland Brothers, Inc. · Minnesota · Construction

$76M in assets, 53 participants

Ulland Brothers, Inc.'s Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan reported $76M in total assets and 53 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.

  • #8,899 in Construction (9,927 peers)

Where Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan sits by assets

Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $76M for 53 participants (~$1.4M/participant), up 34.1% in 2022.

#8,899
in Construction (9,927 peers)
+34.1%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan's outsized position by total assets

Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan vs every filed plan by assets

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

$75,543,564 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

Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan is a small filing (53 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 410741712 · Ulland Brothers, Inc. PY 2022 · ESOP

Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan · $76M · 53 · 91st

  • NET $76M
  • BOOK 53
  • VS-ST 91st
  • BOY ESOP
  • SCH near American Mechanical Holdings Employee Stock Ownership Plan
  • EBSA ind #8899

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 →

Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan in the asset neighbourhood

Albert C. Kobayashi, Inc. Employee Stock Ownership PlanAlbert C. Kobayashi, Inc. Em…$76MHowe Electric Construction, Inc. ESOPHowe Electric Construction, …$76MAmerican Mechanical Holdings Employee Stock Ownership PlanAmerican Mechanical Holdings…$76MUlland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership PlanUlland Brothers, Inc. 2012 A…$76MLift, Inc. Employee Stock Ownership PlanLift, Inc. Employee Stock Ow…$75M
End-of-year total assets ($M) among Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$71M
Net Income$14M
Employer EIN410741712
Plan Effective Date2004-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ulland Brothers, Inc.)

Sponsor-wide plan assets over time

All Ulland Brothers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$118M 55.7742655615242% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $75.5M $118M ▲ +55.8%
Year Plans Participants Total Assets
2022 1 53 $76M
2023 1 58 $91M
2024 1 62 $118M

Nearby ESOP Plans in Minnesota

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

Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000 0200400600800 Total assets ($M) Participants Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 75.543564 · Participants: 53Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership PlanAndersen 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
Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan side-by-side with 3 peers →

Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is American Mechanical Holdings Employee Stock Ownership Plan in MD ($76M); by covered participants it is Harman Construction, Inc. Employee Stock Ownership Plan in VA (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 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 Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan assets move in 2022? ▼
Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan surged - up 34.1% during 2022, from $56M to $76M. Reported net income was $14M.
How have Ulland Brothers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ulland Brothers, Inc.'s sponsor-wide assets grew 55.8%, from $76M to $118M.
Where does Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan 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 Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is American Mechanical Holdings Employee Stock Ownership Plan in MD ($76M, 260 participants).
Which ESOP plans cover a similar participant headcount to Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Harman Construction, Inc. Employee Stock Ownership Plan in VA (53 participants, $6M 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 410741712.

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.