ESOP · DOL Form 5500 · 2022

Ehlers and Associates, Inc. ESOP

Data updated 2026-08-25

$23M
Total assets Small plan by assets
78
Participants Small participant base
79th
Percentile by assets National rank
$289,913
Avg per participant High balance/head
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Official DOL plan name: Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Ehlers and Associates, Inc. · Minnesota · Finance & Insurance

$23M in assets, 78 participants

Ehlers and Associates, Inc.'s Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust reported $23M in total assets and 78 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,148 in Finance & Insurance (9,261 peers)

Where Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust sits by assets

Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $23M for 78 participants (~$289,913/participant), down 0.6% in 2022.

#6,148
in Finance & Insurance (9,261 peers)
-0.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $134K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$22,613,220 Top 21% higher than 79% 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

Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust is a small filing (78 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 410837545 · Ehlers and Associates, Inc. PY 2022 · ESOP

Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust · $23M · 78 · 79th

  • BOY $23M
  • BOY 78
  • BOY 79th
  • BOY ESOP
  • BOY near Ewing-Foley, Inc. Employee Stock Ownership Plan
  • BOY ind #6148

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 Minnesota →

Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Stg Design Employee Stock Ownership PlanStg Design Employee Stock Ow…$23MEhlers and Associates, Inc. Employee Stock Ownership Plan and TrustEhlers and Associates, Inc. …$23MEwing-Foley, Inc. Employee Stock Ownership PlanEwing-Foley, Inc. Employee S…$23MCitizens Bank Employee Stock Ownership and Retirement Savings PlanCitizens Bank Employee Stock…$23MBuse Timber & Sales, Inc. Employee Stock Ownership PlanBuse Timber & Sales, Inc. Em…$23M
End-of-year total assets ($M) among Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$23M
Net Income-$134K
Employer EIN410837545
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ehlers and Associates, Inc.)

Sponsor-wide plan assets over time

All Ehlers and Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 40.09245476760939% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.6M $31.7M ▲ +40.1%
Year Plans Participants Total Assets
2022 1 78 $23M
2023 1 80 $28M
2024 1 83 $32M

Nearby ESOP Plans in Minnesota

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

Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000 -2000200400600800 Total assets ($M) Participants Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 22.61322 · Participants: 78Ehlers and Associates, Inc. Employee Stock Ownership Plan and TrustAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 646.711049 · Participants: 9416Andersen Corporation Employee Stock Ownership PlanHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 486.260676 · Participants: 4373Hormel Foods Corporation Joint Earnings Profit Sharing TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 399.591486 · Participants: 801Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 332.65286 · Participants: 359Force America Inc. Employee Stock Ownership PlanPolaris Inc. Employee Stock Ownership Plan, Total assets ($M): 313.049552 · Participants: 7981Polaris Inc. Employee Stock Ownership Plan
Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Minnesota, the nearest ESOP by assets is Ewing-Foley, Inc. Employee Stock Ownership Plan in CA ($23M); by covered participants it is Busch Products, Inc. Employee Stock Ownership Plan in NY (78 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (78 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 Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust held essentially flat - down 0.6% during 2022, from $23M to $23M. Reported net income was -$134K.
How have Ehlers and Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ehlers and Associates, Inc.'s sponsor-wide assets grew 40.1%, from $23M to $32M.
Where does Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust ranks in the 79th 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 Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Ewing-Foley, Inc. Employee Stock Ownership Plan in CA ($23M, 89 participants).
Which ESOP plans cover a similar participant headcount to Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Busch Products, Inc. Employee Stock Ownership Plan in NY (78 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 410837545.

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.