ESOP · DOL Form 5500 · 2022

Entrepreneurs Financial Services, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
26th
Percentile by assets National rank
$383,193
Avg per participant High balance/head
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Official DOL plan name: Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Entrepreneurs Financial Services, Inc. · Minnesota · Finance & Insurance

$1M in assets, 3 participants

Entrepreneurs Financial Services, Inc.'s Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust reported $1M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #1,627 in Finance & Insurance (9,261 peers)

Entrepreneurs Financial Services, Inc. multi-year trail

Entrepreneurs Financial Services, Inc.'s plans moved +60.4% in assets from 2022 to 2024; this filing shows Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust at $1M / 3 participants.

#1,627
in Finance & Insurance (9,261 peers)
+24.8%
assets growth YoY

Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$1,149,579 26th percentile higher than 26% 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

Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 861342298 · Entrepreneurs Financial Services, Inc. PY 2022 · ESOP

Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust · $1M · 3 · 26th

  • RANK $1M
  • PHOTO 3
  • IND 26th
  • EOY ESOP
  • 5500 near Quandel Consultants Employee Stock Ownership Plan
  • ASSETS ind #1627

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 →

Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and TrustEntrepreneurs Financial Serv…$1MQuandel Consultants Employee Stock Ownership PlanQuandel Consultants Employee…$1MSchroeder Iron Corporation Employee Stock Ownership PlanSchroeder Iron Corporation E…$1MO'neal's Feeders Supply Inc. Employee Stock Ownership PlanO'neal's Feeders Supply Inc.…$1MDsr, Inc. Employee Stock Ownership Plan and TrustDsr, Inc. Employee Stock Own…$1M
End-of-year total assets ($M) among Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Entrepreneurs Financial Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Entrepreneurs Financial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 60.391934786560995% vs 2022
2024 filing year
$1M$1.5M$2M 202220232024 $1.15M $1.84M ▲ +60.0%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 6 $1M
2024 1 12 $2M

Entrepreneurs Financial Services, Inc. filing trail (2022)

Total Assets (Beginning of Year)$921K
Net Assets (End of Year)$1M
Net Income$228K
Employer EIN861342298
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.

Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000 -2000200400600800 Total assets ($M) Participants Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 1.149579 · Participants: 3Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and TrustAndersen 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
Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Quandel Consultants Employee Stock Ownership Plan in IL ($1M); by covered participants it is Holman Aviation Company Employee Stock Ownership Plan in MT (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust grew sharply - up 24.8% during 2022, from $921K to $1M. Reported net income was $228K.
How have Entrepreneurs Financial Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Entrepreneurs Financial Services, Inc.'s sponsor-wide assets grew 60.4%, from $1M to $2M.
Which ESOP plans are similar in size to Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Quandel Consultants Employee Stock Ownership Plan in IL ($1M, 30 participants).
Which ESOP plans cover a similar participant headcount to Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Holman Aviation Company Employee Stock Ownership Plan in MT (3 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 861342298.

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.