ESOP · DOL Form 5500 · 2023

Northern Adjusters, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
24
Participants Small participant base
30th
Percentile by assets National rank
$81,952
Avg per participant Below avg balance/head
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Official DOL plan name: Northern Adjusters, Inc. Employee Stock Ownership Plan · Sponsored by Northern Adjusters, Inc. · Alaska · Finance & Insurance

$2M in assets, 24 participants

Northern Adjusters, Inc.'s Northern Adjusters, Inc. Employee Stock Ownership Plan reported $2M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,820 in Finance & Insurance (8,869 peers)

Northern Adjusters, Inc. multi-year trail

Northern Adjusters, Inc.'s plans moved +12.3% in assets from 2022 to 2024; this filing shows Northern Adjusters, Inc. Employee Stock Ownership Plan at $2M / 24 participants.

#1,820
in Finance & Insurance (8,869 peers)
-4.4%
assets change YoY

Northern Adjusters, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Northern Adjusters, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,966,839 30th percentile higher than 30% 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

Northern Adjusters, Inc. 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. Northern Adjusters, Inc. Employee Stock Ownership Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Northern Adjusters, Inc. Employee Stock Ownership Plan reported net income fell from $466K in the plan year 2022 filing to $4K in the plan year 2023 filing.
  • Northern Adjusters, Inc. Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Northern Adjusters, Inc. Employee Stock Ownership Plan reported participants fell from 25 in the plan year 2022 filing to 24 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 920036847 · Northern Adjusters, Inc. PY 2023 · ESOP

Northern Adjusters, Inc. Employee Stock Ownership Plan · $2M · 24 · 30th

  • PART $2M
  • PART 24
  • PART 30th
  • PART ESOP
  • PART near Keck & Wood, Inc. Employee Stock Ownership Plan & Trust
  • PART ind #1820

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 Alaska →

Northern Adjusters, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Northern Adjusters, Inc. Employee Stock Ownership PlanNorthern Adjusters, Inc. Emp…$2MKeck & Wood, Inc. Employee Stock Ownership Plan & TrustKeck & Wood, Inc. Employee S…$2MDurbin Bennett Tax Advisors, Inc. Employee Stock Ownership PlanDurbin Bennett Tax Advisors,…$2MDynamic Engineering, Inc. 2013 Amended and and Restated Employee Stock Ownership PlanDynamic Engineering, Inc. 20…$2MFirst Federal Savings Bank Employee Stock Ownership Plan, as Amended and RestatedFirst Federal Savings Bank E…$2M
End-of-year total assets ($M) among Northern Adjusters, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Northern Adjusters, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Northern Adjusters, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 12.28454393106961% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M 202220232024 $2.06M $2.31M ▲ +12.1%
Year Plans Participants Total Assets
2022 1 25 $2M
2023 1 24 $2M
2024 1 20 $2M

Northern Adjusters, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$682K
Net Income$4K
Employer EIN920036847
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Alaska

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

Northern Adjusters, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alaska, assets vs. participants Scatter plot of 6 data points. 050100150 -1001020304050 Total assets ($M) Participants Northern Adjusters, Inc. Employee Stock Ownership Plan, Total assets ($M): 1.966839 · Participants: 24Northern Adjusters, Inc. Employee Stock Ownership PlanAlaska Rubber & Supply, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 41.82456 · Participants: 135Alaska Rubber & Supply, Inc. Employee Stock Ownership Plan and TrustCornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 36.793483 · Participants: 37Cornerstone Holdings, Inc. Employee Stock Ownership Plan and TrustAlaska Garden and Pet Supply, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 30.126746 · Participants: 47Alaska Garden and Pet Supply, Inc. Employee Stock Ownership Plan and TrustSagaya Corporation Employee Stock Ownership Plan, Total assets ($M): 21.99761 · Participants: 105Sagaya Corporation Employee Stock Ownership PlanAlaska Rent-a-Car, Inc. Employee Stock Ownership Plan, Total assets ($M): 15.483711 · Participants: 137Alaska Rent-a-Car, Inc. Employee Stock Ownership Plan
Northern Adjusters, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alaska, assets vs. participants
Compare Northern Adjusters, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Northern Adjusters, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Alaska, the nearest ESOP by assets is Keck & Wood, Inc. Employee Stock Ownership Plan & Trust in GA ($2M); by covered participants it is Valador, Inc. Employee Stock Bonus Plan in WV (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Northern Adjusters, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Northern Adjusters, Inc. Employee Stock Ownership Plan edged down modestly - down 4.4% during 2023, from $2M to $2M. Reported net income was $4K.
How have Northern Adjusters, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northern Adjusters, Inc.'s sponsor-wide assets grew 12.3%, from $2M to $2M.
Which ESOP plans are similar in size to Northern Adjusters, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Keck & Wood, Inc. Employee Stock Ownership Plan & Trust in GA ($2M, 48 participants).
Which ESOP plans cover a similar participant headcount to Northern Adjusters, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Valador, Inc. Employee Stock Bonus Plan in WV (24 participants, N/A 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 920036847.

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.