ESOP · DOL Form 5500 · 2023

Mendota Holdings, Inc ESOP

Data updated 2026-08-25

$58M
Total assets Below avg plan size
168
Participants Small participant base
87th
Percentile by assets National rank
$344,853
Avg per participant High balance/head
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Official DOL plan name: Inside Edge Employee Stock Ownership Plan · Sponsored by Mendota Holdings, Inc · Minnesota · Construction

$58M in assets, 168 participants

Mendota Holdings, Inc's Inside Edge Employee Stock Ownership Plan reported $58M in total assets and 168 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,666 in Construction (9,030 peers)

Coverage in Minnesota

Inside Edge Employee Stock Ownership Plan covers 168 participants in Minnesota, about 15% of the average Minnesota filer (state average ~1,126 per filing). Assets: $58M.

#7,666
in Construction (9,030 peers)
-5.2%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Inside Edge Employee Stock Ownership Plan's outsized position by total assets

Inside Edge Employee Stock Ownership Plan vs every filed plan by assets

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

$57,935,380 Top 13% higher than 87% 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

Inside Edge 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. Inside Edge Employee Stock Ownership Plan sits mid-pack in the medium band (168 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Inside Edge Employee Stock Ownership Plan reported net income fell from $39M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Inside Edge Employee Stock Ownership Plan reported participants rose from 111 in the plan year 2022 filing to 168 in the plan year 2023 filing.
  • Inside Edge Employee Stock Ownership Plan end-of-year assets fell from $61M in the plan year 2022 filing to $58M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 431993827 · Mendota Holdings, Inc PY 2023 · ESOP

Inside Edge Employee Stock Ownership Plan · $58M · 168 · 87th

  • PHOTO $58M
  • IND 168
  • EOY 87th
  • 5500 ESOP
  • ASSETS near Robin Industries, Inc. Employee Stock Ownership Plan
  • PCT ind #7666

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 →

Inside Edge Employee Stock Ownership Plan in the asset neighbourhood

Inside Edge Employee Stock Ownership PlanInside Edge Employee Stock O…$58MRobin Industries, Inc. Employee Stock Ownership PlanRobin Industries, Inc. Emplo…$58MThe Peak Holdings Corporation Employee Stock Ownership PlanThe Peak Holdings Corporatio…$58MSeverson Group Employee Stock Ownership PlanSeverson Group Employee Stoc…$58MThalhimer, Inc. Employee Stock Ownership Plan and TrustThalhimer, Inc. Employee Sto…$58M
End-of-year total assets ($M) among Inside Edge Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$42M
Net Income-$3M
Employer EIN431993827
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mendota Holdings, Inc)

Sponsor-wide plan assets over time

All Mendota Holdings, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$43M 29.550844906087697% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $61.1M $43M ▼ -29.5%
Year Plans Participants Total Assets
2022 1 111 $61M
2023 1 168 $58M
2024 1 202 $43M

Nearby ESOP Plans in Minnesota

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

Inside Edge Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 02004006008001000 Total assets ($M) Participants Inside Edge Employee Stock Ownership Plan, Total assets ($M): 57.93538 · Participants: 168Inside Edge 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
Inside Edge Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants

Inside Edge Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Robin Industries, Inc. Employee Stock Ownership Plan in OH ($58M); by covered participants it is Kitware, Inc. Employee Ownership Plan in NY (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Inside Edge Employee Stock Ownership Plan assets move in 2023?
Inside Edge Employee Stock Ownership Plan pulled back noticeably - down 5.2% during 2023, from $61M to $58M. Reported net income was -$3M.
How have Mendota Holdings, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Mendota Holdings, Inc's sponsor-wide assets declined 29.6%, from $61M to $43M.
Where does Inside Edge Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Inside Edge Employee Stock Ownership Plan ranks in the 87th 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 Inside Edge Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Robin Industries, Inc. Employee Stock Ownership Plan in OH ($58M, 365 participants).
Which ESOP plans cover a similar participant headcount to Inside Edge Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Kitware, Inc. Employee Ownership Plan in NY (168 participants, $15M in assets).