ESOP · DOL Form 5500 · 2022
Border States Industries, Inc. ESOP
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 2,781
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $397,765
- Avg per participant High balance/head
Official DOL plan name: Border States Industries, Inc. Employee Stock Ownership Plan · Sponsored by Border States Industries, Inc. · North Dakota · Wholesale Trade
$1.1B in assets, 2,781 participants
Border States Industries, Inc.'s Border States Industries, Inc. Employee Stock Ownership Plan reported $1.1B in total assets and 2,781 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #6,798 in Wholesale Trade (6,843 peers)
Coverage in North Dakota
Border States Industries, Inc. Employee Stock Ownership Plan covers 2,781 participants in North Dakota, 5.5x the typical North Dakota plan (state average ~504 per filing). Assets: $1.1B.
- #6,798
- in Wholesale Trade (6,843 peers)
- +32.1%
- assets growth YoY
- 11×
- vs typical plan assets (national mean)
Border States Industries, Inc. Employee Stock Ownership Plan's outsized position by total assets
Border States Industries, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,106,185,018 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Border States Industries, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Border States Industries, Inc. Employee Stock Ownership Plan lands in the large band (2,781 participants).
Published 5500 schedule card
Filing strip 450275004 · Border States Industries, Inc. PY 2022 · ESOP
Border States Industries, Inc. Employee Stock Ownership Plan · $1.1B · 2,781 · 99th
- PHOTO $1.1B
- IND 2,781
- EOY 99th
- 5500 ESOP
- ASSETS near Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement
- PCT ind #6798
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 →
Border States Industries, Inc. Employee Stock Ownership Plan in the asset neighbourhood
North Dakota filing particulars
| Total Assets (Beginning of Year) | $838M |
|---|---|
| Net Assets (End of Year) | $1.0B |
| Net Income | $278M |
| Employer EIN | 450275004 |
| Plan Effective Date | 1984-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Border States Industries, Inc.)
Sponsor-wide plan assets over time
All Border States Industries, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.6B 24.35046408252673% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,175 | $1.3B |
| 2023 | 2 | 5,853 | $1.4B |
| 2024 | 2 | 6,351 | $1.6B |
Nearby ESOP Plans in North Dakota
Peer ESOP plans, same state, same plan type, ranked by total assets.
- 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
- State Bankshares Employee Stock Ownership Plan and Trust $81M · 1,432
Border States Industries, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside North Dakota, the nearest ESOP by assets is Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement in PA ($1.2B); by covered participants it is Skogen's Foodliner & Associates Employee Stock Ownership Plan in WI (2,805 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement (PA) $1.2B · 337
- Mcnaughton-Mckay Electric Company Employee Stock Ownership Plan (MI) $1.1B · 1,155
- Kehe Distributors, Inc. Employee Stock Ownership Plan (IL) $1.2B · 3,905
- Mccarthy Employee Stock Ownership Plan (MO) $1.2B · 3,252
Similar participant headcount
Nearest other-state filings by covered participants (2,781 participants); asset peers above are excluded.
- Skogen's Foodliner & Associates Employee Stock Ownership Plan (WI) 2,805 · 24 off
- Miller's Health Systems, Inc. Employee Stock Ownership Plan (IN) 2,817 · 36 off
- The Cato Corporation Employee Stock Ownership Plan (NC) 2,736 · 45 off
- Employee Stock Ownership Plan of the Bank of New York Company, Inc. (PA) 2,732 · 49 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.