ESOP · DOL Form 5500 · 2022

Ulland Brothers, Inc. ESOP

Data updated 2026-08-11

$76M
Total assets
53
Participants
91st
Percentile by assets
$1.4M
Avg per participant
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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.

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

$76M
total plan assets (2022 EOY)
53
covered participants
91st
percentile by assets (of 139,126 plans)
$1.4M
avg assets per participant
State
Industry

Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan vs the 2022 asset distribution

By assets, Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan 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)$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.)

$60M$80M$100M$120M$140M 202220232024 $75.5M $118M ▲ +55.8%
Total plan assets by year, all Ulland Brothers, Inc. plans on file
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

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…Andersen Corporation…Hormel Foods Corpora…Kingdom Enterprises,…Force America Inc. E…Polaris Inc. Employe…
Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan by total assets, not by location.

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).

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Ways to act on Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan's numbers.

  • By total assets, Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan 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
  • Ulland Brothers, Inc.'s sponsor-wide assets have grown 55.8% since 2022 across 3 plan years on file. More Construction plans