ESOP · DOL Form 5500 · 2022

Stubbe & Associates, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
118
Participants Small participant base
42nd
Percentile by assets National rank
$27,728
Avg per participant Low balance/head
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Official DOL plan name: Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan · Sponsored by Stubbe & Associates, Inc. · Minnesota · Healthcare & Social Assistance

$3M in assets, 118 participants

Stubbe & Associates, Inc.'s Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan reported $3M in total assets and 118 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #9,275 in Healthcare & Social Assistance (20,060 peers)

Coverage in Minnesota

Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan covers 118 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $3M.

#9,275
in Healthcare & Social Assistance (20,060 peers)
+21.1%
assets growth YoY

Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan vs every filed plan by assets

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

$3,271,926 42nd percentile higher than 42% 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

Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan 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. Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan sits mid-pack in the medium band (118 participants).

Plan-year Form 5500 strip

Filing strip 411546926 · Stubbe & Associates, Inc. PY 2022 · ESOP

Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan · $3M · 118 · 42nd

  • PART $3M
  • PART 118
  • PART 42nd
  • PART ESOP
  • PART near Kennon Products, Inc. Employee Stock Ownership Plan
  • PART ind #9275

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 →

Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan in the asset neighbourhood

Louisville Tin & Stove Company Employee Stock Ownership PlanLouisville Tin & Stove Compa…$3MStubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership PlanStubbe & Associates, Inc. 20…$3MKennon Products, Inc. Employee Stock Ownership PlanKennon Products, Inc. Employ…$3MBishamon Industries Corporation Employee Stock Ownership PlanBishamon Industries Corporat…$3MImperial Woodworks, Inc. Employee Stock Ownership PlanImperial Woodworks, Inc. Emp…$3M
End-of-year total assets ($M) among Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$638K
Employer EIN411546926
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stubbe & Associates, Inc.)

Sponsor-wide plan assets over time

All Stubbe & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 6.278840847182189% vs 2022
2024 filing year
$14M$15M$16M$17M 202220232024 $15.6M $14.6M ▼ -6.3%
Year Plans Participants Total Assets
2022 2 235 $16M
2023 2 234 $16M
2024 2 250 $15M

Nearby ESOP Plans in Minnesota

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

Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000 -2000200400600800 Total assets ($M) Participants Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 3.271926 · Participants: 118Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership PlanAndersen 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
Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan side-by-side with 3 peers →

Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Kennon Products, Inc. Employee Stock Ownership Plan in WY ($3M); by covered participants it is Thea Holdings Employee Stock Ownership Plan in NJ (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan assets move in 2022? ▼
Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan grew sharply - up 21.1% during 2022, from $3M to $3M. Reported net income was $638K.
How have Stubbe & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stubbe & Associates, Inc.'s sponsor-wide assets declined 6.3%, from $16M to $15M.
Which ESOP plans are similar in size to Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kennon Products, Inc. Employee Stock Ownership Plan in WY ($3M, 52 participants).
Which ESOP plans cover a similar participant headcount to Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Thea Holdings Employee Stock Ownership Plan in NJ (118 participants, $2M 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 411546926.

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.