ESOP · DOL Form 5500 · 2022

Short-Elliott-Hendrickson, Inc. ESOP

Data updated 2026-08-06

$99M
Total assets
764
Participants
93rd
Percentile by assets
$129,992
Avg per participant
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Official DOL plan name: Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan · Sponsored by Short-Elliott-Hendrickson, Inc. · Minnesota · Professional & Technical Services

$99M in assets, 764 participants

Short-Elliott-Hendrickson, Inc.'s Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan reported $99M in total assets and 764 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 139,258 plans)
  • #20,237 in Professional & Technical Services (21,577 peers)

Where Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan sits by assets

Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $99M for 764 participants (~$129,992/participant), up 8.8% in 2022.

$99M
total plan assets (2022 EOY)
764
covered participants
93rd
percentile by assets (of 139,258 plans)
$129,992
avg assets per participant

Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan vs the 2022 asset distribution

By assets, Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan outranks 93% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.0x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$86M
Net Income$9M
Employer EIN411251208
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Short-Elliott-Hendrickson, Inc.)

$260M$280M$300M$320M 20222023 $268M $306M ▲ +14.5%
Total plan assets by year, all Short-Elliott-Hendrickson, Inc. plans on file
Year Plans Participants Total Assets
2022 2 1,616 $268M
2023 2 1,723 $306M

Nearby ESOP Plans in Minnesota

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

Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants

Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 0200400600800 Total assets ($M) Participants Short-Elliott-Hendri…Andersen Corporation…Hormel Foods Corpora…Kingdom Enterprises,…Force America Inc. E…Polaris Inc. Employe…
Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan assets move in 2022?
Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan grew at a solid clip - up 8.8% during 2022, from $91M to $99M. Reported net income was $9M.
How have Short-Elliott-Hendrickson, Inc. plan assets changed over time?
Across 2 plan years on file (2022-2023), Short-Elliott-Hendrickson, Inc.'s sponsor-wide assets grew 14.5%, from $268M to $306M.
Where does Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan ranks in the 93rd percentile by end-of-year assets among 139,258 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Touchpoint, Inc. Employee Stock Ownership Plan in PA ($99M, 556 participants).

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