ESOP · DOL Form 5500 · 2022
Polaris Inc. ESOP
Data updated 2026-08-06
- $313M
- Total assets
- 7,981
- Participants
- 97th
- Percentile by assets
- $39,224
- Avg per participant
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.
- 97th percentile by assets (of 139,258 plans)
- #19,596 in Manufacturing (20,629 peers)
Coverage in Minnesota
Polaris Inc. Employee Stock Ownership Plan covers 7,981 participants in Minnesota, 6.9x the typical Minnesota plan (state average ~1,161 per filing). Assets: $313M.
- $313M
- total plan assets (2022 EOY)
- 7,981
- covered participants
- 97th
- percentile by assets (of 139,258 plans)
- $39,224
- avg assets per participant
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.
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,161 participants across 2,725 plans. Polaris Inc. Employee Stock Ownership Plan reports 7,981 participants - 6.9x that state average ($313M EOY assets).
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.)
| 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.
Polaris Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
- 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 $11.6T held by all Form 5500 filers in the national rollup , and 0.009% of 89,805,449 covered participants) - about $39,224 per participant (29% 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)
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Polaris Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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How have Polaris Inc. plan assets changed over time? ▼
Where does Polaris Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Polaris Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Polaris Inc. Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Minnesota. Compare plans
- Polaris Inc.'s sponsor-wide assets have declined 41.5% since 2022 across 3 plan years on file. More Manufacturing plans