ESOP · DOL Form 5500 · 2022

Nusource Holdings, Inc Employee Stock Ownership Plan ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
88
Participants Small participant base
31st
Percentile by assets National rank
$18,182
Avg per participant Low balance/head
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Official DOL plan name: Nusource Holdings, Inc Employee Stock Ownership Plan · Sponsored by Nusource Holdings, Inc Employee Stock Ownership Plan · Minnesota · Retail Trade

$2M in assets, 88 participants

Nusource Holdings, Inc Employee Stock Ownership Plan's Nusource Holdings, Inc Employee Stock Ownership Plan reported $2M in total assets and 88 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #3,834 in Retail Trade (9,519 peers)

Nusource Holdings, Inc Employee Stock Ownership Plan multi-year trail

Nusource Holdings, Inc Employee Stock Ownership Plan's plans moved +770.6% in assets from 2022 to 2024; this filing shows Nusource Holdings, Inc Employee Stock Ownership Plan at $2M / 88 participants.

#3,834
in Retail Trade (9,519 peers)
+42.9%
assets growth YoY

Nusource Holdings, Inc Employee Stock Ownership Plan among the smaller filed plans by assets

Nusource Holdings, Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$1,600,000 31st percentile higher than 31% 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

Nusource Holdings, Inc 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. Nusource Holdings, Inc Employee Stock Ownership Plan is a small filing (88 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 861283844 · Nusource Holdings, Inc Employee Stock Ownership Plan PY 2022 · ESOP

Nusource Holdings, Inc Employee Stock Ownership Plan · $2M · 88 · 31st

  • BOOK $2M
  • VS-ST 88
  • BOY 31st
  • SCH ESOP
  • EBSA near Bryan Construction, Inc. Employee Stock Ownership Plan
  • PART ind #3834

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 →

Nusource Holdings, Inc Employee Stock Ownership Plan in the asset neighbourhood

Vance Outdoors Employee Stock Ownership PlanVance Outdoors Employee Stoc…$2MPac Con Glazing, Inc Employee Stock Ownership Plan and TrustPac Con Glazing, Inc Employe…$2MCommunity It Innovators, Inc. Employee Stock Ownership PlanCommunity It Innovators, Inc…$2MNusource Holdings, Inc Employee Stock Ownership PlanNusource Holdings, Inc Emplo…$2MBryan Construction, Inc. Employee Stock Ownership PlanBryan Construction, Inc. Emp…$2M
End-of-year total assets ($M) among Nusource Holdings, Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Nusource Holdings, Inc Employee Stock Ownership Plan multi-year asset trail

Sponsor-wide plan assets over time

All Nusource Holdings, Inc Employee Stock Ownership Plan plans reported in each filing year

Latest sponsor-wide plan assets
$14M 770.625% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $1.6M $13.9M ▲ +770.6%
Year Plans Participants Total Assets
2022 1 88 $2M
2023 1 94 $5M
2024 1 102 $14M

Nusource Holdings, Inc Employee Stock Ownership Plan filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$497K
Employer EIN861283844
Plan Effective Date2021-01-29
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Minnesota

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

Nusource Holdings, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000 -2000200400600800 Total assets ($M) Participants Nusource Holdings, Inc Employee Stock Ownership Plan, Total assets ($M): 1.6 · Participants: 88Nusource Holdings, Inc 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
Nusource Holdings, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Nusource Holdings, Inc Employee Stock Ownership Plan side-by-side with 3 peers →

Nusource Holdings, Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Bryan Construction, Inc. Employee Stock Ownership Plan in CO ($2M); by covered participants it is Waste Gas Fabricating Co., Inc. Employee Stock Ownership Plan in PA (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 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 Nusource Holdings, Inc Employee Stock Ownership Plan assets move in 2022? ▼
Nusource Holdings, Inc Employee Stock Ownership Plan surged - up 42.9% during 2022, from $1M to $2M. Reported net income was $497K.
How have Nusource Holdings, Inc Employee Stock Ownership Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nusource Holdings, Inc Employee Stock Ownership Plan's sponsor-wide assets grew 770.6%, from $2M to $14M.
Which ESOP plans are similar in size to Nusource Holdings, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bryan Construction, Inc. Employee Stock Ownership Plan in CO ($2M, 57 participants).
Which ESOP plans cover a similar participant headcount to Nusource Holdings, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Waste Gas Fabricating Co., Inc. Employee Stock Ownership Plan in PA (88 participants, $44M 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 861283844.

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.