ESOP · DOL Form 5500 · 2022

Northern Habilitative Services, Inc. of Chisholm ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
150
Participants Small participant base
58th
Percentile by assets National rank
$48,409
Avg per participant Low balance/head
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Official DOL plan name: Northern Habilitative Services Employee Stock Ownership Plan · Sponsored by Northern Habilitative Services, Inc. of Chisholm · Minnesota · Healthcare & Social Assistance

$7M in assets, 150 participants

Northern Habilitative Services, Inc. of Chisholm's Northern Habilitative Services Employee Stock Ownership Plan reported $7M in total assets and 150 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #12,860 in Healthcare & Social Assistance (20,060 peers)

Coverage in Minnesota

Northern Habilitative Services Employee Stock Ownership Plan covers 150 participants in Minnesota, about 13% of the average Minnesota filer (state average ~1,126 per filing). Assets: $7M.

#12,860
in Healthcare & Social Assistance (20,060 peers)
+26.8%
assets growth YoY

Northern Habilitative Services Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Northern Habilitative Services Employee Stock Ownership Plan vs every filed plan by assets

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

$7,261,413 Top 42% higher than 58% 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

Northern Habilitative Services Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Northern Habilitative Services Employee Stock Ownership Plan sits mid-pack in the medium band (150 participants).

Published 5500 schedule card

Filing strip 411635304 · Northern Habilitative Services, Inc. of Chisholm PY 2022 · ESOP

Northern Habilitative Services Employee Stock Ownership Plan · $7M · 150 · 58th

  • EIN $7M
  • RANK 150
  • PHOTO 58th
  • IND ESOP
  • EOY near Site Supply Employee Stock Ownership Plan
  • 5500 ind #12860

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 →

Northern Habilitative Services Employee Stock Ownership Plan in the asset neighbourhood

Blue Q Employee Stock Ownership Plan and TrustBlue Q Employee Stock Owners…$7MNorthern Habilitative Services Employee Stock Ownership PlanNorthern Habilitative Servic…$7MSite Supply Employee Stock Ownership PlanSite Supply Employee Stock O…$7MMuller Construction Supply, Inc. Employee Stock Ownership PlanMuller Construction Supply, …$7MReed Manufacturing Co., Inc. Employee Stock Ownership PlanReed Manufacturing Co., Inc.…$7M
End-of-year total assets ($M) among Northern Habilitative Services Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN411635304
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northern Habilitative Services, Inc. of Chisholm)

Sponsor-wide plan assets over time

All Northern Habilitative Services, Inc. of Chisholm plans reported in each filing year

Latest sponsor-wide plan assets
$15M 63.321553812878975% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.01M $14.7M ▲ +63.3%
Year Plans Participants Total Assets
2022 2 302 $9M
2023 1 157 $11M
2024 1 163 $15M

Nearby ESOP Plans in Minnesota

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

Northern Habilitative Services Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000 -2000200400600800 Total assets ($M) Participants Northern Habilitative Services Employee Stock Ownership Plan, Total assets ($M): 7.261413 · Participants: 150Northern Habilitative Services 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
Northern Habilitative Services Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Northern Habilitative Services Employee Stock Ownership Plan side-by-side with 3 peers →

Northern Habilitative Services Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Site Supply Employee Stock Ownership Plan in OH ($7M); by covered participants it is Backlund Investment Co. Employee Stock Ownership Plan and Trust in IL (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Northern Habilitative Services Employee Stock Ownership Plan assets move in 2022? ▼
Northern Habilitative Services Employee Stock Ownership Plan grew sharply - up 26.8% during 2022, from $6M to $7M. Reported net income was $2M.
How have Northern Habilitative Services, Inc. of Chisholm plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northern Habilitative Services, Inc. of Chisholm's sponsor-wide assets grew 63.3%, from $9M to $15M.
Which ESOP plans are similar in size to Northern Habilitative Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Site Supply Employee Stock Ownership Plan in OH ($7M, 23 participants).
Which ESOP plans cover a similar participant headcount to Northern Habilitative Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Backlund Investment Co. Employee Stock Ownership Plan and Trust in IL (150 participants, $20M 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 411635304.

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.