ESOP · DOL Form 5500 · 2022

Ulteig, Inc. ESOP

Data updated 2026-08-25

$137M
Total assets Near avg plan size
778
Participants Near avg headcount
94th
Percentile by assets National rank
$176,561
Avg per participant Above avg balance/head
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Official DOL plan name: Ulteig, Inc. Employee Stock Ownership Plan · Sponsored by Ulteig, Inc. · North Dakota · Professional & Technical Services

$137M in assets, 778 participants

Ulteig, Inc.'s Ulteig, Inc. Employee Stock Ownership Plan reported $137M in total assets and 778 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #20,561 in Professional & Technical Services (21,562 peers)

Where Ulteig, Inc. Employee Stock Ownership Plan sits by assets

Ulteig, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $137M for 778 participants (~$176,561/participant), up 18.1% in 2022.

#20,561
in Professional & Technical Services (21,562 peers)
+18.1%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Ulteig, Inc. Employee Stock Ownership Plan's outsized position by total assets

Ulteig, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$137,364,473 Top 6% higher than 94% 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

Ulteig, Inc. 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. Ulteig, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (778 participants).

Published 5500 schedule card

Filing strip 450220725 · Ulteig, Inc. PY 2022 · ESOP

Ulteig, Inc. Employee Stock Ownership Plan · $137M · 778 · 94th

  • VS-ST $137M
  • BOY 778
  • SCH 94th
  • EBSA ESOP
  • PART near Dixie Plywood and Lumber Company Employee Stock Ownership Plan
  • TYPE ind #20561

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 North Dakota →

Ulteig, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Cci Systems, Inc. Employee Stock Ownership PlanCci Systems, Inc. Employee S…$139MMax Auto Supply Company Employee Stock Ownership PlanMax Auto Supply Company Empl…$139MDixie Plywood and Lumber Company Employee Stock Ownership PlanDixie Plywood and Lumber Com…$137MUlteig, Inc. Employee Stock Ownership PlanUlteig, Inc. Employee Stock …$137MArmstrong Garden Centers, Inc. Employee Stock Ownership PlanArmstrong Garden Centers, In…$136M
End-of-year total assets ($M) among Ulteig, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$116M
Net Assets (End of Year)$137M
Net Income$21M
Employer EIN450220725
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ulteig, Inc.)

Sponsor-wide plan assets over time

All Ulteig, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$105M 46.75074269846792% vs 2022
2024 filing year
$50M$100M$150M$200M$250M 202220232024 $197M $105M ▼ -46.7%
Year Plans Participants Total Assets
2022 2 1,577 $197M
2023 1 930 $79M
2024 1 1,135 $105M

Nearby ESOP Plans in North Dakota

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

Ulteig, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Dakota, assets vs. participants Scatter plot of 6 data points. 01000200030004000 00.511.5 Total assets ($B) Participants Ulteig, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.137364473 · Participants: 778Ulteig, Inc. Employee Stock Ownership PlanBorder States Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.106185018 · Participants: 2781Border States Industries, Inc. Employee Stock Ownership PlanScheels Employee Stock Ownership Plan, Total assets ($B): 0.761655102 · Participants: 3187Scheels Employee Stock Ownership PlanDakota Supply Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.234297255 · Participants: 616Dakota Supply Group, Inc. Employee Stock Ownership PlanUlteig, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.137364473 · Participants: 778Ulteig, Inc. Employee Stock Ownership PlanState Bankshares Employee Stock Ownership Plan and Trust, Total assets ($B): 0.080609309 · Participants: 1432State Bankshares Employee Stock Ownership Plan and Trust
Ulteig, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Dakota, assets vs. participants
Compare Ulteig, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Ulteig, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Dakota, the nearest ESOP by assets is Dixie Plywood and Lumber Company Employee Stock Ownership Plan in GA ($137M); by covered participants it is Gulf Coast Bank & Trust Company Employee Stock Ownership Plan in LA (779 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (778 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 Ulteig, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Ulteig, Inc. Employee Stock Ownership Plan grew sharply - up 18.1% during 2022, from $116M to $137M. Reported net income was $21M.
How have Ulteig, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ulteig, Inc.'s sponsor-wide assets declined 46.8%, from $197M to $105M.
Where does Ulteig, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ulteig, Inc. Employee Stock Ownership Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Ulteig, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dixie Plywood and Lumber Company Employee Stock Ownership Plan in GA ($137M, 314 participants).
Which ESOP plans cover a similar participant headcount to Ulteig, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Gulf Coast Bank & Trust Company Employee Stock Ownership Plan in LA (779 participants, $111M 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 450220725.

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.