ESOP · DOL Form 5500 · 2023

Regal Machine, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
59
Participants Small participant base
57th
Percentile by assets National rank
$156,956
Avg per participant Above avg balance/head
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Official DOL plan name: Regal Machine, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Regal Machine, Inc. · Minnesota · Manufacturing

$9M in assets, 59 participants

Regal Machine, Inc.'s Regal Machine, Inc. Employee Stock Ownership Plan and Trust reported $9M in total assets and 59 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #7,989 in Manufacturing (18,722 peers)

Regal Machine, Inc. multi-year trail

Regal Machine, Inc.'s plans moved +50.2% in assets from 2022 to 2024; this filing shows Regal Machine, Inc. Employee Stock Ownership Plan and Trust at $9M / 59 participants.

#7,989
in Manufacturing (18,722 peers)
+18.8%
assets growth YoY

Regal Machine, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Regal Machine, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,260,402 Top 43% higher than 57% of 127,068 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 2023

Regal Machine, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Regal Machine, Inc. Employee Stock Ownership Plan and Trust is a small filing (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Regal Machine, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Regal Machine, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 47 in the plan year 2022 filing to 59 in the plan year 2023 filing.
  • Regal Machine, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 411439284 · Regal Machine, Inc. PY 2023 · ESOP

Regal Machine, Inc. Employee Stock Ownership Plan and Trust · $9M · 59 · 57th

  • NET $9M
  • NET 59
  • NET 57th
  • NET ESOP
  • NET near Albion General Contractors, Inc. Employee Stock Ownership
  • NET ind #7989

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 →

Regal Machine, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Albion General Contractors, Inc. Employee Stock OwnershipAlbion General Contractors, …$9MGentry Brothers, Inc. Employee Stock Ownership PlanGentry Brothers, Inc. Employ…$9MNorthern Construction Holding, Inc. Employee Stock Ownership PlanNorthern Construction Holdin…$9MRegal Machine, Inc. Employee Stock Ownership Plan and TrustRegal Machine, Inc. Employee…$9MMve Group, Inc. Employee Stock Ownership PlanMve Group, Inc. Employee Sto…$9M
End-of-year total assets ($M) among Regal Machine, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Regal Machine, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Regal Machine, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 50.223177999803184% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.79M $11.7M ▲ +50.3%
Year Plans Participants Total Assets
2022 1 47 $8M
2023 1 59 $9M
2024 1 61 $12M

Regal Machine, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN411439284
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Minnesota

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

Regal Machine, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Regal Machine, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 9.260402 · Participants: 59Regal Machine, Inc. Employee Stock Ownership Plan and TrustAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 899.073238 · Participants: 11644Andersen Corporation Employee Stock Ownership PlanKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 497.538965 · Participants: 789Kingdom Enterprises, Inc. Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 432.374379 · Participants: 446Landscape Structures, Inc. Employee Stock Ownership Plan and TrustHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 431.874919 · Participants: 4575Hormel Foods Corporation Joint Earnings Profit Sharing TrustForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 426.610266 · Participants: 412Force America Inc. Employee Stock Ownership Plan
Regal Machine, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Regal Machine, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Regal Machine, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Albion General Contractors, Inc. Employee Stock Ownership in GA ($9M); by covered participants it is Generations Bank Employee Stock Ownership Plan in NY (59 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (59 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.

Frequently Asked Questions

How did Regal Machine, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Regal Machine, Inc. Employee Stock Ownership Plan and Trust grew sharply - up 18.8% during 2023, from $8M to $9M. Reported net income was $1M.
How have Regal Machine, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Regal Machine, Inc.'s sponsor-wide assets grew 50.2%, from $8M to $12M.
Which ESOP plans are similar in size to Regal Machine, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Albion General Contractors, Inc. Employee Stock Ownership in GA ($9M, 27 participants).
Which ESOP plans cover a similar participant headcount to Regal Machine, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Generations Bank Employee Stock Ownership Plan in NY (59 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411439284.

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.