ESOP · DOL Form 5500 · 2022
Fei Inc ESOP
Data updated 2026-08-11
- $28M
- Total assets
- 86
- Participants
- 82nd
- Percentile by assets
- $320,658
- Avg per participant
Official DOL plan name: Fei, Inc. 2013 Second Restated Employee Stock Ownership Plan and Trust · Sponsored by Fei Inc · North Dakota · Wholesale Trade
$28M in assets, 86 participants
Fei Inc's Fei, Inc. 2013 Second Restated Employee Stock Ownership Plan and Trust reported $28M in total assets and 86 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.
- 82nd percentile by assets (of 139,126 plans)
- #5,545 in Wholesale Trade (6,843 peers)
Where Fei, Inc. 2013 Second Restated Employee Stock Ownership Plan and Trust sits by assets
Fei, Inc. 2013 Second Restated Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $28M for 86 participants (~$320,658/participant), up 13.9% in 2022.
- $28M
- total plan assets (2022 EOY)
- 86
- covered participants
- 82nd
- percentile by assets (of 139,126 plans)
- $320,658
- avg assets per participant
Fei, Inc. 2013 Second Restated Employee Stock Ownership Plan and Trust vs the 2022 asset distribution
By assets, Fei, Inc. 2013 Second Restated Employee Stock Ownership Plan and Trust outranks 82% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $3M |
| Employer EIN | 411626638 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fei Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 86 | $28M |
| 2023 | 1 | 90 | $32M |
| 2024 | 1 | 93 | $33M |
Nearby ESOP Plans in North Dakota
Peer ESOP plans, same state, same plan type, ranked by total assets.
Fei, Inc. 2013 Second Restated Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in North Dakota, assets vs. participants
- Border States Industries, Inc. Employee Stock Ownership Plan $1.1B · 2,781
- Scheels Employee Stock Ownership Plan $762M · 3,187
- Dakota Supply Group, Inc. Employee Stock Ownership Plan $234M · 616
- Ulteig, Inc. Employee Stock Ownership Plan $137M · 778
- Ulteig, Inc. Employee Stock Ownership Plan $137M · 778
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Fei, Inc. 2013 Second Restated Employee Stock Ownership Plan and Trust by total assets, not by location.
- Howards Appliances, Inc. Employee Stock Ownership Plan (CA) $28M · 167
- Wall Holdings, Inc. & Affiliates Employee Stock Ownership Plan (VA) $28M · 198
- Lightspeed Technologies, Inc. Employee Stock Ownership Plan (OR) $28M · 55
- America's Gardening Resource, Inc. Employee Stock Ownership Plan (VT) $28M · 215
Frequently Asked Questions
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Ways to act on Fei, Inc. 2013 Second Restated Employee Stock Ownership Plan and Trust's numbers.
- By total assets, Fei, Inc. 2013 Second Restated Employee Stock Ownership Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in North Dakota. Compare plans
- Fei Inc's sponsor-wide assets have grown 21.0% since 2022 across 3 plan years on file. More Wholesale Trade plans