ESOP · DOL Form 5500 · 2022
Polaris Inc. ESOP
Data updated 2026-08-25
- $313M
- Total assets Above avg plan size
- 7,981
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $39,224
- Avg per participant Low balance/head
Official DOL plan name: Polaris Inc. Employee Stock Ownership Plan · Sponsored by Polaris Inc. · Minnesota · Manufacturing
$313M in assets, 7,981 participants
Polaris Inc.'s Polaris Inc. Employee Stock Ownership Plan reported $313M in total assets and 7,981 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #19,572 in Manufacturing (20,602 peers)
Coverage in Minnesota
Polaris Inc. Employee Stock Ownership Plan covers 7,981 participants in Minnesota, 7.1x the typical Minnesota plan (state average ~1,126 per filing). Assets: $313M.
- #19,572
- in Manufacturing (20,602 peers)
- -8.8%
- assets change YoY
- 3.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Polaris Inc. Employee Stock Ownership Plan's outsized position by total assets
Polaris Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$313,049,552 Top 3% higher than 97% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Polaris Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Polaris Inc. Employee Stock Ownership Plan lands in the large band (7,981 participants).
EBSA filing schedule strip
Filing strip 411790959 · Polaris Inc. PY 2022 · ESOP
Polaris Inc. Employee Stock Ownership Plan · $313M · 7,981 · 97th
- PHOTO $313M
- PHOTO 7,981
- PHOTO 97th
- PHOTO ESOP
- PHOTO near Abt Associates Inc. Employees Stock Ownership Plan
- PHOTO ind #19572
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 →
Polaris Inc. Employee Stock Ownership Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $343M |
|---|---|
| Net Assets (End of Year) | $313M |
| Net Income | -$27M |
| Employer EIN | 411790959 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Polaris Inc.)
Sponsor-wide plan assets over time
All Polaris Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $183M 41.5428574068044% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,981 | $313M |
| 2023 | 1 | 8,758 | $293M |
| 2024 | 1 | 9,360 | $183M |
Nearby ESOP Plans in Minnesota
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Andersen Corporation Employee Stock Ownership Plan $647M · 9,416
- Hormel Foods Corporation Joint Earnings Profit Sharing Trust $486M · 4,373
- Kingdom Enterprises, Inc. Employee Stock Ownership Plan $400M · 801
- Force America Inc. Employee Stock Ownership Plan $333M · 359
- Landscape Structures, Inc. Employee Stock Ownership Plan and Trust $289M · 402
Scale composition for Polaris Inc. Employee Stock Ownership Plan
Polaris Inc. Employee Stock Ownership Plan reports $313M in end-of-year assets across 7,981 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $39,224 per participant (28% of the national average assets-per-participant) . Net income for plan year 2022 was -$27M.
This plan identity (EIN 411790959, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $313M to $183M (-41.5%) while covered participants moved from 7,981 to 9,360 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,981 | $313M | This page |
| 2023 | 8,758 | $293M | Open filing |
| 2024 · index core | 9,360 | $183M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Polaris Inc. Employee Stock Ownership Plan (ESOP, $183M, 9,360 participants)
Polaris Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Minnesota, the nearest ESOP by assets is Abt Associates Inc. Employees Stock Ownership Plan in MA ($312M); by covered participants it is K-Va-T Employees Profit Sharing and Stock Ownership Plan in VA (8,100 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($313M here).
Similar participant headcount
Nearest other-state filings by covered participants (7,981 participants); asset peers above are excluded.
- K-Va-T Employees Profit Sharing and Stock Ownership Plan (VA) 8,100 · 119 off
- Parsons Employee Stock Ownership Plan (CA) 7,804 · 177 off
- Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan (OK) 8,221 · 240 off
- W.L. Gore & Associates, Inc. Restated Associate Stock Ownership Plan (DE) 7,617 · 364 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.