ESOP · DOL Form 5500 · 2023

Andersen Corporation ESOP

Data updated 2026-08-25

$899M
Total assets Above avg plan size
11,644
Participants Very large workforce
98th
Percentile by assets National rank
$77,213
Avg per participant Below avg balance/head
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Official DOL plan name: Andersen Corporation Employee Stock Ownership Plan · Sponsored by Andersen Corporation · Minnesota · Manufacturing

$899M in assets, 11,644 participants

Andersen Corporation's Andersen Corporation Employee Stock Ownership Plan reported $899M in total assets and 11,644 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #18,220 in Manufacturing (18,722 peers)

Coverage in Minnesota

Andersen Corporation Employee Stock Ownership Plan covers 11,644 participants in Minnesota, 10x the typical Minnesota plan (state average ~1,126 per filing). Assets: $899M.

#18,220
in Manufacturing (18,722 peers)
+39.0%
assets growth YoY
9.0×
vs typical plan assets (national mean)

Andersen Corporation Employee Stock Ownership Plan's outsized position by total assets

Andersen Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$899,073,238 Top 2% higher than 98% 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

Andersen Corporation Employee Stock Ownership Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Andersen Corporation Employee Stock Ownership Plan is a mega filing (11,644 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Andersen Corporation Employee Stock Ownership Plan reported net income rose from -$125M in the plan year 2022 filing to $249M in the plan year 2023 filing.
  • Andersen Corporation Employee Stock Ownership Plan end-of-year assets rose from $647M in the plan year 2022 filing to $899M in the plan year 2023 filing.
  • Andersen Corporation Employee Stock Ownership Plan reported participants rose from 9,416 in the plan year 2022 filing to 11,644 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 410123208 · Andersen Corporation PY 2023 · ESOP

Andersen Corporation Employee Stock Ownership Plan · $899M · 11,644 · 98th

  • BOY $899M
  • BOY 11,644
  • BOY 98th
  • BOY ESOP
  • BOY near Highland Homes Employee Stock Ownership Plan
  • BOY ind #18220

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 →

Andersen Corporation Employee Stock Ownership Plan in the asset neighbourhood

Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Owner…$915MBdo USA Employee Stock Ownership PlanBdo USA Employee Stock Owner…$915MAndersen Corporation Employee Stock Ownership PlanAndersen Corporation Employe…$899MHighland Homes Employee Stock Ownership PlanHighland Homes Employee Stoc…$885MStewart's Shops Corp Employee Stock Ownership PlanStewart's Shops Corp Employe…$877M
End-of-year total assets ($M) among Andersen Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$647M
Net Assets (End of Year)$887M
Net Income$249M
Employer EIN410123208
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Andersen Corporation)

Sponsor-wide plan assets over time

All Andersen Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3.2B 25.87036995396942% vs 2022
2024 filing year
$2.4B$2.6B$2.8B$3B$3.2B$3.4B 202220232024 $2.56B $3.22B ▲ +25.8%
Year Plans Participants Total Assets
2022 4 22,011 $2.6B
2023 4 25,560 $3.1B
2024 4 26,820 $3.2B

Nearby ESOP Plans in Minnesota

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

Andersen Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 2004006008001000 Total assets ($M) Participants Andersen Corporation Employee Stock Ownership Plan, Total assets ($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 PlanPolaris Inc. Employee Stock Ownership Plan, Total assets ($M): 293.122497 · Participants: 8758Polaris Inc. Employee Stock Ownership Plan
Andersen Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Andersen Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Scale composition for Andersen Corporation Employee Stock Ownership Plan

Andersen Corporation Employee Stock Ownership Plan reports $899M in end-of-year assets across 11,644 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $77,213 per participant (56% of the national average assets-per-participant) . Net income for plan year 2023 was $249M.

This plan identity (EIN 410123208, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $647M to $963M (+48.9%) while covered participants moved from 9,416 to 12,104 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 9,416 $647M Open filing
2023 11,644 $899M This page
2024 · index core 12,104 $963M Open filing

The same sponsor also keeps 3 other index-core plans on PlainRetire:

Andersen Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Highland Homes Employee Stock Ownership Plan in TX ($885M); by covered participants it is Sanderson Farms, Inc. and Affiliates ESOP in MS (11,873 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($899M here).

Similar participant headcount

Nearest other-state filings by covered participants (11,644 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 Andersen Corporation Employee Stock Ownership Plan assets move in 2023? ▼
Andersen Corporation Employee Stock Ownership Plan surged - up 39.0% during 2023, from $647M to $899M. Reported net income was $249M.
How have Andersen Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Andersen Corporation's sponsor-wide assets grew 25.9%, from $2.6B to $3.2B.
Where does Andersen Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Andersen Corporation Employee Stock Ownership Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Andersen Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Highland Homes Employee Stock Ownership Plan in TX ($885M, 791 participants).
Which ESOP plans cover a similar participant headcount to Andersen Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sanderson Farms, Inc. and Affiliates ESOP in MS (11,873 participants, $3K 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 410123208.

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.