ESOP · DOL Form 5500 · 2022
Andersen Corporation ESOP
Data updated 2026-08-25
- $647M
- Total assets Above avg plan size
- 9,416
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $68,682
- Avg per participant Below avg balance/head
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.
- #20,008 in Manufacturing (20,602 peers)
Coverage in Minnesota
Andersen Corporation Employee Stock Ownership Plan covers 9,416 participants in Minnesota, 8.4x the typical Minnesota plan (state average ~1,126 per filing). Assets: $647M.
- #20,008
- in Manufacturing (20,602 peers)
- -15.8%
- assets change YoY
- 6.5×
- vs typical plan assets (national mean)
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.
Andersen Corporation Employee Stock Ownership Plan's outsized position by total assets
Andersen Corporation Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$646,711,049 Top 2% higher than 98% 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
Andersen Corporation 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. Andersen Corporation Employee Stock Ownership Plan lands in the large band (9,416 participants).
Published 5500 schedule card
Filing strip 410123208 · Andersen Corporation PY 2022 · ESOP
Andersen Corporation Employee Stock Ownership Plan · $647M · 9,416 · 98th
- 5500 $647M
- 5500 9,416
- 5500 98th
- 5500 ESOP
- 5500 near Woodman's Employees' Profit Sharing and Stock Ownership Plan
- 5500 ind #20008
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 →
Andersen Corporation Employee Stock Ownership Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Andersen Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.2B 25.87036995396942% vs 2022
- 2024 filing year
| 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.
- 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 (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 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)
Andersen Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Minnesota, the nearest ESOP by assets is Woodman's Employees' Profit Sharing and Stock Ownership Plan in WI ($640M); by covered participants it is Ori 401(k) Savings and Profit Sharing Plan in IL (10,023 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($647M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (9,416 participants); asset peers above are excluded.
- Ori 401(k) Savings and Profit Sharing Plan (IL) 10,023 · 607 off
- Lockheed Martin Corporation Basic Benefit Plan for Hourly Employees (MD) 10,270 · 854 off
- Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan (OK) 8,221 · 1,195 off
- K-Va-T Employees Profit Sharing and Stock Ownership Plan (VA) 8,100 · 1,316 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.