ESOP · DOL Form 5500 · 2022
Emerson Management Company ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $772,060
- Avg per participant High balance/head
Official DOL plan name: Emerson Management Company ESOP · Sponsored by Emerson Management Company · Minnesota · Real Estate
$2M in assets, 2 participants
Emerson Management Company's Emerson Management Company ESOP reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.
- #2,432 in Real Estate (5,057 peers)
What the 2022 filing shows
Emerson Management Company ESOP holds $2M for 2 participants - about $772,060 per participant, in the lower half of filed plans by assets.
- #2,432
- in Real Estate (5,057 peers)
- -2.5%
- assets change YoY
The plan reported a net loss of $39K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Emerson Management Company ESOP among the smaller filed plans by assets
Emerson Management Company ESOP vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,544,120 30th percentile higher than 30% 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
Emerson Management Company ESOP among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Emerson Management Company ESOP is a micro filing (2 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 411975537 · Emerson Management Company PY 2022 · ESOP
Emerson Management Company ESOP · $2M · 2 · 30th
- EOY $2M
- EOY 2
- EOY 30th
- EOY ESOP
- EOY near Valco and A&e Employee Stock Ownership Plan
- EOY ind #2432
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 →
Emerson Management Company ESOP in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$39K |
| Employer EIN | 411975537 |
| Plan Effective Date | 2000-06-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Emerson Management Company)
Sponsor-wide plan assets over time
All Emerson Management Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 3.176178017252545% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $2M |
| 2023 | 1 | 2 | $2M |
| 2024 | 1 | 2 | $2M |
Nearby ESOP Plans in Minnesota
Peer ESOP plans, same state, same plan type, ranked by total assets.
- 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
Emerson Management Company ESOP's out-of-state ESOP peers by assets and headcount
Outside Minnesota, the nearest ESOP by assets is Valco and A&e Employee Stock Ownership Plan in OH ($2M); by covered participants it is Bay Cities Pyrotector Employee Stock Ownership Plan in CA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.