Other
2023 plan-year Other DOL Form 5500

Inside Edge Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Mendota Holdings, Inc Β· Minnesota Β· Construction

What the 2023 filing shows

Inside Edge Employee Stock Ownership Plan holds $58M for 168 participants - about $344,853 per participant, down 5.2% over the 2023 plan year.

$58M
total plan assets (2023 EOY)
168
covered participants
$344,853
avg assets per participant
-5.2%
assets change YoY

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

Total Assets (2023)
$58M
Participants
168
State
Industry
Construction

What the Filing Says About Inside Edge Employee Stock Ownership Plan

Inside Edge Employee Stock Ownership Plan is a Other retirement plan sponsored by Mendota Holdings, Inc, headquartered in Minnesota. As of the 2023 Form 5500 filing, the plan reports $58M in total end-of-year assets and covers 168 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 431993827, and the plan has been effective since 2014-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $61M at the beginning of 2023 to $58M at year-end β€” a decline of 5.2%. Net assets (after liabilities) closed the year at $42M, with reported net income of $-2,639,901 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$61M
Total Assets (End of Year)$58M
Net Assets (End of Year)$42M
Net Income$-2,639,901
Plan TypeOther
Employer EIN431993827
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mendota Holdings, Inc)

Year Plans Participants Total Assets
2022 1 111 $61M
2023 1 168 $58M
2024 1 202 $43M

Nearby Other Plans in Minnesota

Peer Other plans β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the Inside Edge Employee Stock Ownership Plan?
As of the 2023 Form 5500 filing, Inside Edge Employee Stock Ownership Plan holds $58M in total assets with 168 participants. It is sponsored by Mendota Holdings, Inc.
What type of plan is Inside Edge Employee Stock Ownership Plan?
Inside Edge Employee Stock Ownership Plan is a Other plan. It has been effective since 2014-01-01. The plan is filed with the U.S. Department of Labor under EIN 431993827.
Who sponsors the Inside Edge Employee Stock Ownership Plan?
Inside Edge Employee Stock Ownership Plan is sponsored by Mendota Holdings, Inc, located in Minnesota. The sponsor's EIN is 431993827 and the plan operates in the Construction industry.
How did Inside Edge Employee Stock Ownership Plan perform in 2023?
Inside Edge Employee Stock Ownership Plan declined by 5.2% during 2023, moving from $61M to $58M in total assets. Net income was $-2,639,901.
Where can I find official filings for Inside Edge Employee Stock Ownership Plan?
Official Form 5500 filings for Inside Edge Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 431993827 or plan name at efast.dol.gov.
How does Inside Edge Employee Stock Ownership Plan compare to other plans?
You can compare Inside Edge Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Minnesota on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 431993827.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.