ESOP · DOL Form 5500 · 2023
Fei Inc ESOP
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 90
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $359,546
- Avg per participant High balance/head
Official DOL plan name: Fei, Inc. 2013 Second Restated Employee Stock Ownership Plan and Trust · Sponsored by Fei Inc · North Dakota · Wholesale Trade
$32M in assets, 90 participants
Fei Inc's Fei, Inc. 2013 Second Restated Employee Stock Ownership Plan and Trust reported $32M in total assets and 90 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #5,031 in Wholesale Trade (6,309 peers)
Where Fei, Inc. 2013 Second Restated Employee Stock Ownership Plan and Trust sits by assets
Fei, Inc. 2013 Second Restated Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $32M for 90 participants (~$359,546/participant), up 17.3% in 2023.
- #5,031
- in Wholesale Trade (6,309 peers)
- +17.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Fei, Inc. 2013 Second Restated Employee Stock Ownership Plan and Trust's outsized position by total assets
Fei, Inc. 2013 Second Restated Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$32,359,179 Top 20% higher than 80% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Fei, Inc. 2013 Second Restated 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. Fei, Inc. 2013 Second Restated Employee Stock Ownership Plan and Trust is a small filing (90 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Fei, Inc. 2013 Second Restated Employee Stock Ownership Plan and Trust reported net income rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Fei, Inc. 2013 Second Restated Employee Stock Ownership Plan and Trust end-of-year assets rose from $28M in the plan year 2022 filing to $32M in the plan year 2023 filing.
- Fei, Inc. 2013 Second Restated Employee Stock Ownership Plan and Trust reported participants rose from 86 in the plan year 2022 filing to 90 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 411626638 · Fei Inc PY 2023 · ESOP
Fei, Inc. 2013 Second Restated Employee Stock Ownership Plan and Trust · $32M · 90 · 80th
- NET $32M
- BOOK 90
- VS-ST 80th
- BOY ESOP
- SCH near Ben Tire Distributors, Ltd. Employee Stock Ownership Plan
- EBSA ind #5031
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 North Dakota →
Fei, Inc. 2013 Second Restated Employee Stock Ownership Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $5M |
| Employer EIN | 411626638 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fei Inc)
Sponsor-wide plan assets over time
All Fei Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 20.973742352930255% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 86 | $28M |
| 2023 | 1 | 90 | $32M |
| 2024 | 1 | 93 | $33M |
Nearby ESOP Plans in North Dakota
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Border States Industries, Inc. Employee Stock Ownership Plan $1.2B · 2,973
- Scheels Employee Stock Ownership Plan $838M · 4,597
- Dakota Supply Group, Inc. Employee Stock Ownership Plan $230M · 767
- Ulteig, Inc. Employee Stock Ownership Plan $159M · 901
- Frontier Precision, Inc Employee Stock Ownership Plan $87M · 90
Fei, Inc. 2013 Second Restated Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside North Dakota, the nearest ESOP by assets is Ben Tire Distributors, Ltd. Employee Stock Ownership Plan in IN ($32M); by covered participants it is Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan in TX (90 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
- Ben Tire Distributors, Ltd. Employee Stock Ownership Plan (IN) $32M · 208
- Main Brothers Oil Company, Inc. Employee Stock Ownership Plan (NY) $32M · 81
- The Corken Steel Products Company Employee Stock Ownership Plan (KY) $32M · 322
- Downes Holding Company, Inc. Employee Stock Ownership Plan (CT) $32M · 38
Similar participant headcount
Nearest other-state filings by covered participants (90 participants); asset peers above are excluded.
- Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan (TX) 90 · 0 off
- Peoples Financial Corporation Employee Stock Ownership Plan (MS) 90 · 0 off
- Ennis Electric Company, Inc. Employee Stock Ownership Plan and Trust (VA) 90 · 0 off
- Design Solutions & Integration Inc. Employee Stock Ownership Plan (SD) 90 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.