ESOP · DOL Form 5500 · 2023

Rotochopper, Inc. ESOP

Data updated 2026-08-25

$28M
Total assets Below avg plan size
113
Participants Small participant base
78th
Percentile by assets National rank
$245,751
Avg per participant Above avg balance/head
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Official DOL plan name: Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust · Sponsored by Rotochopper, Inc. · Minnesota · Manufacturing

$28M in assets, 113 participants

Rotochopper, Inc.'s Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust reported $28M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #13,028 in Manufacturing (18,722 peers)

Coverage in Minnesota

Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust covers 113 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $28M.

#13,028
in Manufacturing (18,722 peers)
+22.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust's outsized position by total assets

Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$27,769,839 Top 22% higher than 78% 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

Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust 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. Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust reported net income rose from $123K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust end-of-year assets rose from $23M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust reported participants rose from 96 in the plan year 2022 filing to 113 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 392038403 · Rotochopper, Inc. PY 2023 · ESOP

Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust · $28M · 113 · 78th

  • PART $28M
  • PART 113
  • PART 78th
  • PART ESOP
  • PART near Edmund a. Allen Lumber Company Employee Stock Ownership Plan
  • PART ind #13028

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 →

Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust in the asset neighbourhood

Molded Fiber Glass Companies Employees Stock Ownership PlanMolded Fiber Glass Companies…$28MZachary's Chicago Pizza, Inc. Employee Stock Ownership PlanZachary's Chicago Pizza, Inc…$28MRotochopper, Inc. First Restated Employee Stock Ownership Plan and TrustRotochopper, Inc. First Rest…$28MEdmund a. Allen Lumber Company Employee Stock Ownership PlanEdmund a. Allen Lumber Compa…$28MZealandia Holding Company, Inc. Employee Stock Ownership PlanZealandia Holding Company, I…$28M
End-of-year total assets ($M) among Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$5M
Employer EIN392038403
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rotochopper, Inc.)

Sponsor-wide plan assets over time

All Rotochopper, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 23.36599530766408% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $22.6M $27.9M ▲ +23.3%
Year Plans Participants Total Assets
2022 1 96 $23M
2023 1 113 $28M
2024 1 108 $28M

Nearby ESOP Plans in Minnesota

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

Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust, Total assets ($M): 27.769839 · Participants: 113Rotochopper, Inc. First Restated Employee Stock Ownership Plan and TrustAndersen 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
Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Edmund a. Allen Lumber Company Employee Stock Ownership Plan in IL ($28M); by covered participants it is Savanna Industries Employee Stock Ownership Plan in VA (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust grew sharply - up 22.7% during 2023, from $23M to $28M. Reported net income was $5M.
How have Rotochopper, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rotochopper, Inc.'s sponsor-wide assets grew 23.4%, from $23M to $28M.
Where does Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Edmund a. Allen Lumber Company Employee Stock Ownership Plan in IL ($28M, 73 participants).
Which ESOP plans cover a similar participant headcount to Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Savanna Industries Employee Stock Ownership Plan in VA (113 participants, $34M 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 392038403.

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.