ESOP · DOL Form 5500 · 2022

Nelson-Rudie & Associates, Inc. ESOP

Data updated 2026-08-25

$975K
Total assets Small plan by assets
46
Participants Small participant base
25th
Percentile by assets National rank
$21,196
Avg per participant Low balance/head
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Official DOL plan name: Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Nelson-Rudie & Associates, Inc. · Minnesota · Professional & Technical Services

$975K in assets, 46 participants

Nelson-Rudie & Associates, Inc.'s Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan reported $975K in total assets and 46 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,510 in Professional & Technical Services (21,562 peers)

Nelson-Rudie & Associates, Inc. multi-year trail

Nelson-Rudie & Associates, Inc.'s plans moved +410.3% in assets from 2022 to 2024; this filing shows Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan at $975K / 46 participants.

#4,510
in Professional & Technical Services (21,562 peers)
+7.1%
assets growth YoY

Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$975,000 25th percentile higher than 25% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan is a small filing (46 participants) on this national headcount ladder.

DOL schedule card

Filing strip 411276371 · Nelson-Rudie & Associates, Inc. PY 2022 · ESOP

Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan · $975K · 46 · 25th

  • EOY $975K
  • 5500 46
  • ASSETS 25th
  • PCT ESOP
  • EIN near Central Engineering Supply Co. Employee Stock Ownership Plan
  • RANK ind #4510

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 →

Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Nelson-Rudie & Associates, Inc. Employee Stock Ownership PlanNelson-Rudie & Associates, I…$975KLeonhardt Manufacturing Company, Inc. Profit Sharing PlanLeonhardt Manufacturing Comp…$975KDirtonu, Inc. Employee Stock Ownership PlanDirtonu, Inc. Employee Stock…$978KCentral Engineering Supply Co. Employee Stock Ownership PlanCentral Engineering Supply C…$975KThe Home Lumber & Supply Co. Employee Stock Ownership PlanThe Home Lumber & Supply Co.…$973K
End-of-year total assets ($M) among Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Nelson-Rudie & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Nelson-Rudie & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 410.2564102564102% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $0.98M $4.97M ▲ +407.1%
Year Plans Participants Total Assets
2022 1 46 $975K
2023 1 51 $3M
2024 1 50 $5M

Nelson-Rudie & Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$910K
Net Assets (End of Year)-$887K
Net Income$116K
Employer EIN411276371
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Minnesota

Peer ESOP plans, same state, same plan type, ranked by total assets.

Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000 -2000200400600800 Total assets ($M) Participants Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 0.975 · Participants: 46Nelson-Rudie & Associates, Inc. Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 646.711049 · Participants: 9416Andersen Corporation Employee Stock Ownership PlanHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 486.260676 · Participants: 4373Hormel Foods Corporation Joint Earnings Profit Sharing TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 399.591486 · Participants: 801Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 332.65286 · Participants: 359Force America Inc. Employee Stock Ownership PlanPolaris Inc. Employee Stock Ownership Plan, Total assets ($M): 313.049552 · Participants: 7981Polaris Inc. Employee Stock Ownership Plan
Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Central Engineering Supply Co. Employee Stock Ownership Plan in TX ($975K); by covered participants it is Etak Holdings, Inc. Employee Stock Ownership Plan in NC (46 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (46 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan grew at a solid clip - up 7.1% during 2022, from $910K to $975K. Reported net income was $116K.
How have Nelson-Rudie & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nelson-Rudie & Associates, Inc.'s sponsor-wide assets grew 410.3%, from $975K to $5M.
Where does Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which ESOP plans are similar in size to Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Central Engineering Supply Co. Employee Stock Ownership Plan in TX ($975K, 6 participants).
Which ESOP plans cover a similar participant headcount to Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Etak Holdings, Inc. Employee Stock Ownership Plan in NC (46 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411276371.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.