ESOP · DOL Form 5500 · 2022
Tollefson Funeral Home, Inc. ESOP
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $278,207
- Avg per participant High balance/head
Official DOL plan name: Tollefson Funeral Home, Inc. ESOP · Sponsored by Tollefson Funeral Home, Inc. · North Dakota · Other Services
$1M in assets, 5 participants
Tollefson Funeral Home, Inc.'s Tollefson Funeral Home, Inc. ESOP reported $1M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.
- #4,406 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, Tollefson Funeral Home, Inc. ESOP ranks #4,406 of 8,398 2022 filers by assets (1443% of the sector average)-$1M for 5 participants.
- #4,406
- in Other Services (8,398 peers)
- +20.1%
- assets growth YoY
Tollefson Funeral Home, Inc. ESOP among the smaller filed plans by assets
Tollefson Funeral Home, Inc. ESOP vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,391,036 29th percentile higher than 29% 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
Tollefson Funeral Home, Inc. ESOP among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tollefson Funeral Home, Inc. ESOP is a micro filing (5 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 450383904 · Tollefson Funeral Home, Inc. PY 2022 · ESOP
Tollefson Funeral Home, Inc. ESOP · $1M · 5 · 29th
- BOY $1M
- BOY 5
- BOY 29th
- BOY ESOP
- BOY near Trauner Consulting Services, Inc. Employee Stock Ownership Plan
- BOY ind #4406
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 →
Tollefson Funeral Home, Inc. ESOP in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $233K |
| Employer EIN | 450383904 |
| Plan Effective Date | 1996-10-17 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tollefson Funeral Home, Inc.)
Sponsor-wide plan assets over time
All Tollefson Funeral Home, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 23.29443666447166% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $1M |
| 2023 | 1 | 5 | $1M |
| 2024 | 1 | 5 | $1M |
Nearby ESOP Plans in North Dakota
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Border States Industries, Inc. Employee Stock Ownership Plan $1.1B · 2,781
- 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
Tollefson Funeral Home, Inc. ESOP's out-of-state ESOP peers by assets and headcount
Outside North Dakota, the nearest ESOP by assets is Trauner Consulting Services, Inc. Employee Stock Ownership Plan in PA ($1M); by covered participants it is The Topeka Blueprint and Supply Company Inc Employees Stock Ownership Plan in KS (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.