ESOP · DOL Form 5500 · 2022
Toltz King Duvall Anderson and Associates Incorporated ESOP
Data updated 2026-08-11
- $46M
- Total assets
- 317
- Participants
- 87th
- Percentile by assets
- $143,945
- Avg per participant
Official DOL plan name: Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan · Sponsored by Toltz King Duvall Anderson and Associates Incorporated · Minnesota · Professional & Technical Services
$46M in assets, 317 participants
Toltz King Duvall Anderson and Associates Incorporated's Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan reported $46M in total assets and 317 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- 87th percentile by assets (of 139,126 plans)
- #19,005 in Professional & Technical Services (21,562 peers)
Coverage in Minnesota
Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan covers 317 participants in Minnesota, about 28% of the average Minnesota filer (state average ~1,126 per filing). Assets: $46M.
- $46M
- total plan assets (2022 EOY)
- 317
- covered participants
- 87th
- percentile by assets (of 139,126 plans)
- $143,945
- avg assets per participant
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan reports 317 participants - about 28% of that state average ($46M EOY assets).
Minnesota filing particulars
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $3M |
| Employer EIN | 410579540 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Toltz King Duvall Anderson and Associates Incorporated)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 629 | $94M |
| 2023 | 2 | 688 | $111M |
| 2024 | 2 | 759 | $126M |
Nearby ESOP Plans in Minnesota
Peer ESOP plans, same state, same plan type, ranked by total assets.
Toltz King Duvall Anderson and Associates Incorpor 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
- Polaris Inc. Employee Stock Ownership Plan $313M · 7,981
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan's numbers.
- By total assets, Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Minnesota. Compare plans
- Toltz King Duvall Anderson and Associates Incorporated's sponsor-wide assets have grown 34.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans