ESOP · DOL Form 5500 · 2022
Ehlers and Associates, Inc. ESOP
Data updated 2026-08-11
- $23M
- Total assets
- 78
- Participants
- 79th
- Percentile by assets
- $289,913
- Avg per participant
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.
- 79th percentile by assets (of 139,126 plans)
- #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.
- $23M
- total plan assets (2022 EOY)
- 78
- covered participants
- 79th
- percentile by assets (of 139,126 plans)
- $289,913
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust outranks 79% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | -$134K |
| Employer EIN | 410837545 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ehlers and Associates, Inc.)
| 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
- Andersen Corporation Employee Stock Ownership Plan $647M · 9,416
- Hormel Foods Corporation Joint Earnings Profit Sharing Trust $486M · 4,373
- Kingdom Enterprises, Inc. Employee Stock Ownership Plan $400M · 801
- Force America Inc. Employee Stock Ownership Plan $333M · 359
- Polaris Inc. Employee Stock Ownership Plan $313M · 7,981
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.
Frequently Asked Questions
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Ways to act on Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust's numbers.
- By total assets, Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Minnesota. Compare plans
- Ehlers and Associates, Inc.'s sponsor-wide assets have grown 40.1% since 2022 across 3 plan years on file. More Finance & Insurance plans