ESOP · DOL Form 5500 · 2022

Northern Tree Holdco, Inc. ESOP

Data updated 2026-08-11

$26M
Total assets
142
Participants
81st
Percentile by assets
$185,216
Avg per participant
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Official DOL plan name: Northern Tree Holdco, Inc. Employee Stock Ownership Plan · Sponsored by Northern Tree Holdco, Inc. · Massachusetts · Administrative & Support Services

$26M in assets, 142 participants

Northern Tree Holdco, Inc.'s Northern Tree Holdco, Inc. Employee Stock Ownership Plan reported $26M in total assets and 142 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • 81st percentile by assets (of 139,126 plans)
  • #4,497 in Administrative & Support Services (4,927 peers)

Coverage in Massachusetts

Northern Tree Holdco, Inc. Employee Stock Ownership Plan covers 142 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $26M.

$26M
total plan assets (2022 EOY)
142
covered participants
81st
percentile by assets (of 139,126 plans)
$185,216
avg assets per participant

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Northern Tree Holdco, Inc. Employee Stock Ownership Plan sits by total assets

Northern Tree Holdco, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$26,300,665 Top 19% higher than 81% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Massachusetts
Industry
Administrative & Support Services

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Northern Tree Holdco, Inc. Employee Stock Ownership Plan reports 142 participants - about 22% of that state average ($26M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)-$89M
Net Income-$13M
Employer EIN851665706
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northern Tree Holdco, Inc.)

$24M$26M$28M$30M$32M$34M 202220232024 $26.3M $31.5M ▲ +19.8%
Total plan assets by year, all Northern Tree Holdco, Inc. plans on file
Year Plans Participants Total Assets
2022 1 142 $26M
2023 1 165 $28M
2024 1 157 $32M

Nearby ESOP Plans in Massachusetts

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

Northern Tree Holdco, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0100020003000 0200400600 Total assets ($M) Participants Northern Tree Holdco…, Total assets ($M): 26.300665 · Participants: 142Northern Tree Holdco…Consigli Building Gr…, Total assets ($M): 495.023943 · Participants: 1315Consigli Building Gr…The Gillette Company…, Total assets ($M): 380.839397 · Participants: 193The Gillette Company…Abt Associates Inc. …, Total assets ($M): 312.177588 · Participants: 2426Abt Associates Inc. …New England Biolabs,…, Total assets ($M): 272.105333 · Participants: 386New England Biolabs,…Eastern Bank Employe…, Total assets ($M): 258.836117 · Participants: 1646Eastern Bank Employe…
Northern Tree Holdco, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Northern Tree Holdco, Inc. Employee Stoc… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Northern Tree Holdco, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Northern Tree Holdco, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Northern Tree Holdco, Inc. Employee Stock Ownership Plan contracted severely - down 34.4% during 2022, from $40M to $26M. Reported net income was -$13M.
How have Northern Tree Holdco, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northern Tree Holdco, Inc.'s sponsor-wide assets grew 19.8%, from $26M to $32M.
Where does Northern Tree Holdco, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Northern Tree Holdco, Inc. Employee Stock Ownership Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Northern Tree Holdco, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Solaray Corporation Employee Stock Ownership Plan in HI ($26M, 76 participants).

Next read for Northern Tree Holdco, Inc. Employee Stoc…

Filing takeaways

Ways to act on Northern Tree Holdco, Inc. Employee Stock Ownership Plan's numbers.

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 851665706.

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.