LUNSETH PLUMBING AND HEATING CO. ESOP
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
LUNSETH PLUMBING & HEATING COMPANY
This Other plan holds $42M in total assets and serves 126 participants as of 2022. It is sponsored by LUNSETH PLUMBING & HEATING COMPANY in North Dakota. The plan reported positive net income of $8M for the year.
What the Filing Says About LUNSETH PLUMBING AND HEATING CO. ESOP
LUNSETH PLUMBING AND HEATING CO. ESOP is a Other retirement plan sponsored by LUNSETH PLUMBING & HEATING COMPANY, headquartered in North Dakota. As of the 2022 Form 5500 filing, the plan reports $42M in total end-of-year assets and covers 126 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 450160050, and the plan has been effective since 2009-04-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $34M at the beginning of 2022 to $42M at year-end — a gain of 22.5%. Net assets (after liabilities) closed the year at $41M, with reported net income of $8M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $34M |
| Total Assets (End of Year) | $42M |
| Net Assets (End of Year) | $41M |
| Net Income | $8M |
| Plan Type | Other |
| Employer EIN | 450160050 |
| Plan Effective Date | 2009-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (LUNSETH PLUMBING & HEATING COMPANY)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 126 | $42M |
| 2023 | 1 | 112 | $55M |
| 2024 | 1 | 112 | $71M |
Nearby Other Plans in North Dakota
Peer Other plans — same state, same plan type — ranked by total assets.
- BORDER STATES INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN $1.2B · 2,973
- SCHEELS EMPLOYEE STOCK OWNERSHIP PLAN $838M · 4,597
- DAKOTA SUPPLY GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN $230M · 767
- CLARK EQUIPMENT COMPANY - MELROE DIVISION, GWINNER, ND PLANT HOURLY-RATE EMPLOYEES' PENSION PLAN $104M · 1,028
- STATE BANKSHARES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST $76M · 1,617
Related Data
Guides
Related Data on Other Portals
Frequently Asked Questions
How much money is in the LUNSETH PLUMBING AND HEATING CO. ESOP? ▼
What type of plan is LUNSETH PLUMBING AND HEATING CO. ESOP? ▼
Who sponsors the LUNSETH PLUMBING AND HEATING CO. ESOP? ▼
How did LUNSETH PLUMBING AND HEATING CO. ESOP perform in 2022? ▼
Where can I find official filings for LUNSETH PLUMBING AND HEATING CO. ESOP? ▼
How does LUNSETH PLUMBING AND HEATING CO. ESOP compare to other plans? ▼
Explore PlainRetire
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 450160050.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.