ESOP · DOL Form 5500 · 2023

Herregan Distributors, Inc. ESOP

Data updated 2026-08-25

$270K
Total assets Small plan by assets
151
Participants Small participant base
13th
Percentile by assets National rank
$1,788
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Herregan Distributors, Inc. Employee Stock Ownership Plan · Sponsored by Herregan Distributors, Inc. · Minnesota · Wholesale Trade

$270K in assets, 151 participants

Herregan Distributors, Inc.'s Herregan Distributors, Inc. Employee Stock Ownership Plan reported $270K in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.

  • #380 in Wholesale Trade (6,309 peers)

Coverage in Minnesota

Herregan Distributors, Inc. Employee Stock Ownership Plan covers 151 participants in Minnesota, about 13% of the average Minnesota filer (state average ~1,126 per filing). Assets: $270K.

#380
in Wholesale Trade (6,309 peers)
-$14M
reported net income

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Herregan Distributors, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Herregan Distributors, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$270,000 13th percentile higher than 13% 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

Herregan Distributors, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Herregan Distributors, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (151 participants).

Published 5500 schedule card

Filing strip 410902579 · Herregan Distributors, Inc. PY 2023 · ESOP

Herregan Distributors, Inc. Employee Stock Ownership Plan · $270K · 151 · 13th

  • BOOK $270K
  • VS-ST 151
  • BOY 13th
  • SCH ESOP
  • EBSA near Eklind Tool Employee Stock Ownership Plan
  • PART ind #380

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 →

Herregan Distributors, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Herregan Distributors, Inc. Employee Stock Ownership PlanHerregan Distributors, Inc. …$270KEklind Tool Employee Stock Ownership PlanEklind Tool Employee Stock O…$269KJacobson Consulting Applications Employee Stock Ownership PlanJacobson Consulting Applicat…$272KAtlapac Trading Company, Inc. Employee Stock Ownership Plan and TrustAtlapac Trading Company, Inc…$268KLjt & Associates, Inc. Profit Sharing PlanLjt & Associates, Inc. Profi…$274K
End-of-year total assets ($M) among Herregan Distributors, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$14M
Net Income-$14M
Employer EIN410902579
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Herregan Distributors, Inc.)

Sponsor-wide plan assets over time

All Herregan Distributors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 38.16209533610262% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $17.3M $23.9M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 151 $17M
2023 2 302 $21M
2024 2 293 $24M

Nearby ESOP Plans in Minnesota

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

Herregan Distributors, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Herregan Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 0.27 · Participants: 151Herregan Distributors, 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
Herregan Distributors, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Herregan Distributors, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest ESOP by assets is Eklind Tool Employee Stock Ownership Plan in IL ($269K); by covered participants it is Ata Engineering, Inc. Employee Stock Ownership Plan in CA (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 have Herregan Distributors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herregan Distributors, Inc.'s sponsor-wide assets grew 38.2%, from $17M to $24M.
Where does Herregan Distributors, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Herregan Distributors, Inc. Employee Stock Ownership Plan ranks in the 13th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Herregan Distributors, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Eklind Tool Employee Stock Ownership Plan in IL ($269K, 35 participants).
Which ESOP plans cover a similar participant headcount to Herregan Distributors, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ata Engineering, Inc. Employee Stock Ownership Plan in CA (151 participants, $17M 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 410902579.

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.