ESOP · DOL Form 5500 · 2023

Broadhead Enterprises, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
89
Participants Small participant base
40th
Percentile by assets National rank
$44,393
Avg per participant Low balance/head
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Official DOL plan name: Broadhead Enterprises, Inc. Employee Stock Ownership Plan · Sponsored by Broadhead Enterprises, Inc. · Minnesota · Professional & Technical Services

$4M in assets, 89 participants

Broadhead Enterprises, Inc.'s Broadhead Enterprises, Inc. Employee Stock Ownership Plan reported $4M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,596 in Professional & Technical Services (20,321 peers)

Broadhead Enterprises, Inc. multi-year trail

Broadhead Enterprises, Inc.'s plans moved +451.4% in assets from 2022 to 2024; this filing shows Broadhead Enterprises, Inc. Employee Stock Ownership Plan at $4M / 89 participants.

#7,596
in Professional & Technical Services (20,321 peers)
+1.4%
assets growth YoY

Broadhead Enterprises, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Broadhead Enterprises, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,951,000 40th percentile higher than 40% 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

Broadhead Enterprises, 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. Broadhead Enterprises, Inc. Employee Stock Ownership Plan is a small filing (89 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Broadhead Enterprises, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to $55K in the plan year 2023 filing.
  • Broadhead Enterprises, Inc. Employee Stock Ownership Plan reported participants rose from 47 in the plan year 2022 filing to 89 in the plan year 2023 filing.
  • Broadhead Enterprises, Inc. Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 823595309 · Broadhead Enterprises, Inc. PY 2023 · ESOP

Broadhead Enterprises, Inc. Employee Stock Ownership Plan · $4M · 89 · 40th

  • NET $4M
  • NET 89
  • NET 40th
  • NET ESOP
  • NET near Rudolph Brothers & Co. Employee Stock Ownership Plan
  • NET ind #7596

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 →

Broadhead Enterprises, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Elward ESOP Plan & Trust$4MCommunity Clinical Research, Inc. Employee Stock Ownership PlanCommunity Clinical Research,…$4MBroadhead Enterprises, Inc. Employee Stock Ownership PlanBroadhead Enterprises, Inc. …$4MRudolph Brothers & Co. Employee Stock Ownership PlanRudolph Brothers & Co. Emplo…$4MOcp Contractors, Inc. Employee Stock Ownership PlanOcp Contractors, Inc. Employ…$4M
End-of-year total assets ($M) among Broadhead Enterprises, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Broadhead Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Broadhead Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 451.40574321245623% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $3.9M $21.5M ▲ +450.8%
Year Plans Participants Total Assets
2022 1 47 $4M
2023 2 229 $19M
2024 2 327 $21M

Broadhead Enterprises, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$55K
Employer EIN823595309
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Minnesota

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

Broadhead Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Broadhead Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 3.951 · Participants: 89Broadhead Enterprises, Inc. Employee Stock Ownership PlanAndersen 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
Broadhead Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Broadhead Enterprises, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest ESOP by assets is Rudolph Brothers & Co. Employee Stock Ownership Plan in OH ($4M); by covered participants it is Pyramax Bank Employee Stock Ownership Plan in WI (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 Broadhead Enterprises, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Broadhead Enterprises, Inc. Employee Stock Ownership Plan edged up modestly - up 1.4% during 2023, from $4M to $4M. Reported net income was $55K.
How have Broadhead Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Broadhead Enterprises, Inc.'s sponsor-wide assets grew 451.4%, from $4M to $21M.
Which ESOP plans are similar in size to Broadhead Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rudolph Brothers & Co. Employee Stock Ownership Plan in OH ($4M, 44 participants).
Which ESOP plans cover a similar participant headcount to Broadhead Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pyramax Bank Employee Stock Ownership Plan in WI (89 participants, $4M 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 823595309.

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.