ESOP · DOL Form 5500 · 2023
Ulland Brothers, Inc. ESOP
Data updated 2026-08-25
- $91M
- Total assets Below avg plan size
- 58
- Participants Small participant base
- 91st
- Percentile by assets National rank
- $1.6M
- Avg per participant High balance/head
Official DOL plan name: Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan · Sponsored by Ulland Brothers, Inc. · Minnesota · Construction
$91M in assets, 58 participants
Ulland Brothers, Inc.'s Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan reported $91M in total assets and 58 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #8,028 in Construction (9,030 peers)
Where Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan sits by assets
Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $91M for 58 participants (~$1.6M/participant), up 21.0% in 2023.
- #8,028
- in Construction (9,030 peers)
- +21.0%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan's outsized position by total assets
Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$91,396,420 Top 9% higher than 91% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan is a small filing (58 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan end-of-year assets rose from $76M in the plan year 2022 filing to $91M in the plan year 2023 filing.
- Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan reported net income rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan reported participants rose from 53 in the plan year 2022 filing to 58 in the plan year 2023 filing.
DOL schedule card
Filing strip 410741712 · Ulland Brothers, Inc. PY 2023 · ESOP
Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan · $91M · 58 · 91st
- BOOK $91M
- VS-ST 58
- BOY 91st
- SCH ESOP
- EBSA near Interstate Personnel Services, Inc. Employee Stock Ownership Plan
- PART ind #8028
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 →
Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $76M |
|---|---|
| Net Assets (End of Year) | $87M |
| Net Income | $16M |
| Employer EIN | 410741712 |
| Plan Effective Date | 2004-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ulland Brothers, Inc.)
Sponsor-wide plan assets over time
All Ulland Brothers, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $118M 55.7742655615242% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 53 | $76M |
| 2023 | 1 | 58 | $91M |
| 2024 | 1 | 62 | $118M |
Nearby ESOP Plans in Minnesota
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Andersen Corporation Employee Stock Ownership Plan $899M · 11,644
- Kingdom Enterprises, Inc. Employee Stock Ownership Plan $498M · 789
- Landscape Structures, Inc. Employee Stock Ownership Plan and Trust $432M · 446
- Hormel Foods Corporation Joint Earnings Profit Sharing Trust $432M · 4,575
- Force America Inc. Employee Stock Ownership Plan $427M · 412
Ulland Brothers, Inc. 2012 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 Interstate Personnel Services, Inc. Employee Stock Ownership Plan in KY ($91M); by covered participants it is First Union Financial Corporation Employee Stock Ownership Plan in AR (58 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($91M here).
- Interstate Personnel Services, Inc. Employee Stock Ownership Plan (KY) $91M · 826
- Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust (CA) $92M · 145
- Cornerstone Controls, Inc. Employee Stock Ownership Plan (IN) $91M · 139
- Ksm Business Services, Inc. Employee Stock Ownership Plan (IN) $92M · 488
Similar participant headcount
Nearest other-state filings by covered participants (58 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.