ESOP · DOL Form 5500 · 2022

Lunseth Plumbing & Heating Company ESOP

Data updated 2026-08-25

$42M
Total assets Below avg plan size
126
Participants Small participant base
86th
Percentile by assets National rank
$329,793
Avg per participant High balance/head
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Official DOL plan name: Lunseth Plumbing and Heating Co. ESOP · Sponsored by Lunseth Plumbing & Heating Company · North Dakota · Construction

$42M in assets, 126 participants

Lunseth Plumbing & Heating Company's Lunseth Plumbing and Heating Co. ESOP reported $42M in total assets and 126 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #8,411 in Construction (9,927 peers)

Coverage in North Dakota

Lunseth Plumbing and Heating Co. ESOP covers 126 participants in North Dakota, about 25% of the average North Dakota filer (state average ~504 per filing). Assets: $42M.

#8,411
in Construction (9,927 peers)
+22.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Lunseth Plumbing and Heating Co. ESOP's outsized position by total assets

Lunseth Plumbing and Heating Co. ESOP vs every filed plan by assets

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

$41,553,902 Top 14% higher than 86% 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

Lunseth Plumbing and Heating Co. ESOP 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. Lunseth Plumbing and Heating Co. ESOP sits mid-pack in the medium band (126 participants).

Plan-year Form 5500 strip

Filing strip 450160050 · Lunseth Plumbing & Heating Company PY 2022 · ESOP

Lunseth Plumbing and Heating Co. ESOP · $42M · 126 · 86th

  • EIN $42M
  • EIN 126
  • EIN 86th
  • EIN ESOP
  • EIN near Charles D. Jones & Company, Inc. Employee Stock Ownership Plan
  • EIN ind #8411

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 →

Lunseth Plumbing and Heating Co. ESOP in the asset neighbourhood

20/20 Plumbing and Heating, Inc. ESOP20/20 Plumbing and Heating, …$42MCharles D. Jones & Company, Inc. Employee Stock Ownership PlanCharles D. Jones & Company, …$42MCharles D. Jones & Company, Inc. Employee Stock Ownership PlanCharles D. Jones & Company, …$42MLunseth Plumbing and Heating Co. ESOPLunseth Plumbing and Heating…$42MThe American National Bank of Texas Employee Stock Ownership PlanThe American National Bank o…$42M
End-of-year total assets ($M) among Lunseth Plumbing and Heating Co. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

North Dakota filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$41M
Net Income$8M
Employer EIN450160050
Plan Effective Date2009-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lunseth Plumbing & Heating Company)

Sponsor-wide plan assets over time

All Lunseth Plumbing & Heating Company plans reported in each filing year

Latest sponsor-wide plan assets
$71M 70.68535465093025% vs 2022
2024 filing year
$30M$40M$50M$60M$70M$80M 202220232024 $41.6M $70.9M ▲ +70.7%
Year Plans Participants Total Assets
2022 1 126 $42M
2023 1 112 $55M
2024 1 123 $71M

Nearby ESOP Plans in North Dakota

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

Lunseth Plumbing and Heating Co. ESOP vs. nearby ESOP plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.5 Total assets ($B) Participants Lunseth Plumbing and Heating Co. ESOP, Total assets ($B): 0.041553902 · Participants: 126Lunseth Plumbing and Heating Co. ESOPBorder 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 PlanUlteig, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.137364473 · Participants: 778Ulteig, Inc. Employee Stock Ownership Plan
Lunseth Plumbing and Heating Co. ESOP vs. nearby ESOP plans in North Dakota, assets vs. participants
Compare Lunseth Plumbing and Heating Co. ESOP side-by-side with 3 peers →

Lunseth Plumbing and Heating Co. ESOP's out-of-state ESOP peers by assets and headcount

Outside North Dakota, the nearest ESOP by assets is Charles D. Jones & Company, Inc. Employee Stock Ownership Plan in MO ($42M); by covered participants it is Breakside Brewery, Inc. Employee Stock Ownership Plan in OR (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Lunseth Plumbing and Heating Co. ESOP assets move in 2022? ▼
Lunseth Plumbing and Heating Co. ESOP grew sharply - up 22.5% during 2022, from $34M to $42M. Reported net income was $8M.
How have Lunseth Plumbing & Heating Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lunseth Plumbing & Heating Company's sponsor-wide assets grew 70.7%, from $42M to $71M.
Where does Lunseth Plumbing and Heating Co. ESOP rank by assets among Form 5500 filers? ▼
Lunseth Plumbing and Heating Co. ESOP ranks in the 86th 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 Lunseth Plumbing and Heating Co. ESOP? ▼
Among ESOP plans in other states, the closest by assets is Charles D. Jones & Company, Inc. Employee Stock Ownership Plan in MO ($42M, 137 participants).
Which ESOP plans cover a similar participant headcount to Lunseth Plumbing and Heating Co. ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Breakside Brewery, Inc. Employee Stock Ownership Plan in OR (126 participants, $3M 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 450160050.

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.