ESOP · DOL Form 5500 · 2022
Andersen Corporation ESOP
Data updated 2026-08-06
- $647M
- Total assets
- 9,416
- Participants
- 98th
- Percentile by assets
- $68,682
- Avg per participant
Official DOL plan name: Andersen Corporation Employee Stock Ownership Plan · Sponsored by Andersen Corporation · Minnesota · Manufacturing
$647M in assets, 9,416 participants
Andersen Corporation's Andersen Corporation Employee Stock Ownership Plan reported $647M in total assets and 9,416 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,258 plans)
- #20,034 in Manufacturing (20,629 peers)
Coverage in Minnesota
Andersen Corporation Employee Stock Ownership Plan covers 9,416 participants in Minnesota, 8.1x the typical Minnesota plan (state average ~1,161 per filing). Assets: $647M.
- $647M
- total plan assets (2022 EOY)
- 9,416
- covered participants
- 98th
- percentile by assets (of 139,258 plans)
- $68,682
- avg assets per participant
The plan reported a net loss of $125M 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. Andersen Corporation Employee Stock Ownership Plan reports 9,416 participants - 8.1x that state average ($647M EOY assets).
Minnesota filing particulars
| Total Assets (Beginning of Year) | $768M |
|---|---|
| Net Assets (End of Year) | $638M |
| Net Income | -$125M |
| Employer EIN | 410123208 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Andersen Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 22,011 | $2.6B |
| 2023 | 4 | 25,560 | $3.1B |
| 2024 | 4 | 26,820 | $3.2B |
Nearby ESOP Plans in Minnesota
Peer ESOP plans, same state, same plan type, ranked by total assets.
Andersen Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
- 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
- Landscape Structures, Inc. Employee Stock Ownership Plan and Trust $289M · 402
Scale composition for Andersen Corporation Employee Stock Ownership Plan
Andersen Corporation Employee Stock Ownership Plan reports $647M in end-of-year assets across 9,416 participants (0.006% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.010% of 89,805,449 covered participants) - about $68,682 per participant (50% of the national average assets-per-participant) . Net income for plan year 2022 was -$125M.
This plan identity (EIN 410123208, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $647M to $963M (+48.9%) while covered participants moved from 9,416 to 12,104 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,416 | $647M | This page |
| 2023 | 11,644 | $899M | Open filing |
| 2024 · index core | 12,104 | $963M | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Andersen 401(k) Plan (401(k), $1.5B, 13,115 participants)
- Andersen Corporation Employee Stock Ownership Plan (ESOP, $963M, 12,104 participants)
- Andersen Corporation Employees' Pension and Retirement Plan (Defined Benefit (Pension), $773M, 1,594 participants)
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Andersen Corporation Employee Stock Ownership Plan by total assets, not by location.
- Woodman's Employees' Profit Sharing and Stock Ownership Plan (WI) $640M · 2,608
- The Sundt Companies Employee Stock Ownership Plan (AZ) $654M · 1,879
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan (FL) $662M · 14,200
- Employee Owned Brands, Inc. Employee Stock Ownership Plan (IA) $686M · 781
Frequently Asked Questions
How did Andersen Corporation Employee Stock Ownership Plan assets move in 2022? ▼
How have Andersen Corporation plan assets changed over time? ▼
Where does Andersen Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Andersen Corporation Employee Stock Ownership Plan? ▼
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Filing takeaways
Ways to act on Andersen Corporation Employee Stock Ownership Plan's numbers.
- By total assets, Andersen Corporation 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
- Andersen Corporation's sponsor-wide assets have grown 25.9% since 2022 across 3 plan years on file. More Manufacturing plans