ESOP · DOL Form 5500 · 2023
Entrepreneurs Financial Services, Inc. ESOP
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $246,909
- Avg per participant Above avg balance/head
Official DOL plan name: Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Entrepreneurs Financial Services, Inc. · Minnesota · Finance & Insurance
$1M in assets, 6 participants
Entrepreneurs Financial Services, Inc.'s Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust reported $1M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.
- #1,608 in Finance & Insurance (8,869 peers)
Entrepreneurs Financial Services, Inc. multi-year trail
Entrepreneurs Financial Services, Inc.'s plans moved +60.4% in assets from 2022 to 2024; this filing shows Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust at $1M / 6 participants.
- #1,608
- in Finance & Insurance (8,869 peers)
- +28.9%
- assets growth YoY
Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets
Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,481,456 27th percentile higher than 27% 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
Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 3 in the plan year 2022 filing to 6 in the plan year 2023 filing.
- Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $228K in the plan year 2022 filing to $332K in the plan year 2023 filing.
- Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 861342298 · Entrepreneurs Financial Services, Inc. PY 2023 · ESOP
Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust · $1M · 6 · 27th
- RANK $1M
- RANK 6
- RANK 27th
- RANK ESOP
- RANK near The Platt Brothers & Company Employee Stock Ownership Plan
- RANK ind #1608
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 →
Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Entrepreneurs Financial Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Entrepreneurs Financial Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 60.391934786560995% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $1M |
| 2023 | 1 | 6 | $1M |
| 2024 | 1 | 12 | $2M |
Entrepreneurs Financial Services, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $332K |
| Employer EIN | 861342298 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Minnesota
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Andersen Corporation Employee Stock Ownership Plan $899M · 11,644
- Kingdom Enterprises, Inc. Employee Stock Ownership Plan $498M · 789
- Landscape Structures, Inc. Employee Stock Ownership Plan and Trust $432M · 446
- Hormel Foods Corporation Joint Earnings Profit Sharing Trust $432M · 4,575
- Force America Inc. Employee Stock Ownership Plan $427M · 412
Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Minnesota, the nearest ESOP by assets is The Platt Brothers & Company Employee Stock Ownership Plan in CT ($1M); by covered participants it is First Guaranty Bank Employee Stock Ownership Plan in LA (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
- The Platt Brothers & Company Employee Stock Ownership Plan (CT) $1M · 71
- Technology Management Company Employees' Stock Ownership Plan and Trust (NM) $1M · 7
- Michael Mccutcheon Construction Company, Inc. Employee Stock Ownership Plan (CA) $1M · 15
- Bios Companies, Inc. Employee Stock Ownership Plan (OK) $1M · 794
Similar participant headcount
Nearest other-state filings by covered participants (6 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.