ESOP · DOL Form 5500 · 2023

Emerson Management Company ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 2
Participants Small participant base: 28th
Percentile by assets National rank: $782,068
Avg per participant High balance/head

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Official DOL plan name: Emerson Management Company ESOP · Sponsored by Emerson Management Company · Minnesota · Real Estate

$2M in assets, 2 participants

Emerson Management Company's Emerson Management Company ESOP reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

#2,210 in Real Estate (4,727 peers)

What the 2023 filing shows

Emerson Management Company ESOP holds $2M for 2 participants - about $782,068 per participant, in the lower half of filed plans by assets.

#2,210
in Real Estate (4,727 peers): +1.3%
assets growth YoY

Emerson Management Company ESOP among the smaller filed plans by assets

Emerson Management Company ESOP vs every filed plan by assets

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

$1,564,135 28th percentile higher than 28% 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

Emerson Management Company ESOP among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Emerson Management Company ESOP is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Emerson Management Company ESOP reported net income rose from -$39K in the plan year 2022 filing to $20K in the plan year 2023 filing.
Emerson Management Company ESOP end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 411975537 · Emerson Management Company PY 2023 · ESOP

Emerson Management Company ESOP · $2M · 2 · 28th

IND $2M
IND 2
IND 28th
IND ESOP
IND near Bay Ship & Yacht Co. Employee Stock Ownership Plan
IND ind #2210

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 →

End-of-year total assets ($M) among Emerson Management Company ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$20K
Employer EIN	411975537
Plan Effective Date	2000-06-09
Filing Status	FILING RECEIVED

Sponsor Plan History (Emerson Management Company)

Latest sponsor-wide plan assets: $2M 3.176178017252545% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$2M
2023	1	2	$2M
2024	1	2	$2M

Nearby ESOP Plans in Minnesota

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

Emerson Management Company ESOP vs. nearby ESOP plans in Minnesota, assets vs. participants

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

Compare Emerson Management Company ESOP side-by-side with 3 peers →

Emerson Management Company ESOP's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Bay Ship & Yacht Co. Employee Stock Ownership Plan in CA ($2M); by covered participants it is Watts Enterprises, Inc. Employee Stock Ownership Plan in UT (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Watts Enterprises, Inc. Employee Stock Ownership Plan (UT) 2 · 0 off
Pose Group, Inc. Employee Stock Ownership Plan (AL) 2 · 0 off
Ufics Retirement Plan Trust (OR) 2 · 0 off
International Business Advisory Group, Inc. Employee Stock Ownership Plan (CA) 2 · 0 off

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 Emerson Management Company ESOP assets move in 2023? ▼

Emerson Management Company ESOP edged up modestly - up 1.3% during 2023, from $2M to $2M. Reported net income was $20K.

How have Emerson Management Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Emerson Management Company's sponsor-wide assets grew 3.2%, from $2M to $2M.

Which ESOP plans are similar in size to Emerson Management Company ESOP? ▼

Among ESOP plans in other states, the closest by assets is Bay Ship & Yacht Co. Employee Stock Ownership Plan in CA ($2M, 207 participants).

Which ESOP plans cover a similar participant headcount to Emerson Management Company ESOP? ▼

Among ESOP plans in other states, the closest by covered participants is Watts Enterprises, Inc. Employee Stock Ownership Plan in UT (2 participants, $2M 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 411975537.