ESOP · DOL Form 5500 · 2023

Embroidery Library Inc ESOP

Data updated 2026-08-11

$36M
Total assets
30
Participants
82nd
Percentile by assets
$1.2M
Avg per participant
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Official DOL plan name: Embroidery Library, Inc Employee Stock Ownership Plan and Trust · Sponsored by Embroidery Library Inc · Minnesota · Wholesale Trade

$36M in assets, 30 participants

Embroidery Library Inc's Embroidery Library, Inc Employee Stock Ownership Plan and Trust reported $36M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • 82nd percentile by assets (of 127,072 plans)
  • #5,160 in Wholesale Trade (6,309 peers)

Where Embroidery Library, Inc Employee Stock Ownership Plan and Trust sits by assets

Embroidery Library, Inc Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $36M for 30 participants (~$1.2M/participant), down 2.2% in 2023.

$36M
total plan assets (2023 EOY)
30
covered participants
82nd
percentile by assets (of 127,072 plans)
$1.2M
avg assets per participant

The plan reported a net loss of $517K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Embroidery Library, Inc Employee Stock Ownership Plan and Trust reported net income rose from -$9M in the plan year 2022 filing to -$517K in the plan year 2023 filing.
  • Embroidery Library, Inc Employee Stock Ownership Plan and Trust reported participants fell from 32 in the plan year 2022 filing to 30 in the plan year 2023 filing.
  • Embroidery Library, Inc Employee Stock Ownership Plan and Trust end-of-year assets fell from $37M in the plan year 2022 filing to $36M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Embroidery Library, Inc Employee Stock Ownership Plan and Trust vs the 2023 asset distribution

By assets, Embroidery Library, Inc Employee Stock Ownership Plan and Trust outranks 82% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$34M
Net Income-$517K
Employer EIN411594415
Plan Effective Date2000-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Embroidery Library Inc)

$34M$35M$36M$37M$38M 202220232024 $36.9M $34.5M ▼ -6.6%
Total plan assets by year, all Embroidery Library Inc plans on file
Year Plans Participants Total Assets
2022 1 32 $37M
2023 1 30 $36M
2024 1 36 $34M

Nearby ESOP Plans in Minnesota

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

Embroidery Library, Inc Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants

Embroidery Library, 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 Embroidery Library, …Andersen Corporation…Kingdom Enterprises,…Landscape Structures…Hormel Foods Corpora…Force America Inc. E…
Embroidery Library, Inc Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Embroidery Library, Inc Employee Stock Ownership Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Embroidery Library, Inc Employee Stock Ownership Plan and Trust assets move in 2023?
Embroidery Library, Inc Employee Stock Ownership Plan and Trust edged down modestly - down 2.2% during 2023, from $37M to $36M. Reported net income was -$517K.
How have Embroidery Library Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Embroidery Library Inc's sponsor-wide assets declined 6.6%, from $37M to $34M.
Where does Embroidery Library, Inc Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers?
Embroidery Library, Inc Employee Stock Ownership Plan and Trust ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Embroidery Library, Inc Employee Stock Ownership Plan and Trust?
Among ESOP plans in other states, the closest by assets is Madison Investment Employee Stock Ownership Plan in WI ($36M, 76 participants).

Next read for Embroidery Library, Inc Employee Stock O…

Scale reading

Ways to act on Embroidery Library, Inc Employee Stock Ownership Plan and Trust's numbers.

  • By total assets, Embroidery Library, Inc Employee Stock Ownership Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Minnesota. Compare plans
  • Embroidery Library Inc's sponsor-wide assets have declined 6.6% since 2022 across 3 plan years on file. More Wholesale Trade plans