ESOP · DOL Form 5500 · 2023

Larson Engineering, Inc. ESOP

Data updated 2026-08-11

$36M
Total assets
195
Participants
82nd
Percentile by assets
$183,012
Avg per participant
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Official DOL plan name: Larson Engineering, Inc. First Restated Employee Stock Ownership Plan and Trust · Sponsored by Larson Engineering, Inc. · Minnesota · Professional & Technical Services

$36M in assets, 195 participants

Larson Engineering, Inc.'s Larson Engineering, Inc. First Restated Employee Stock Ownership Plan and Trust reported $36M in total assets and 195 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • 82nd percentile by assets (of 127,072 plans)
  • #16,715 in Professional & Technical Services (20,321 peers)

Coverage in Minnesota

Larson Engineering, Inc. First Restated Employee Stock Ownership Plan and Trust covers 195 participants in Minnesota, about 17% of the average Minnesota filer (state average ~1,126 per filing). Assets: $36M.

$36M
total plan assets (2023 EOY)
195
covered participants
82nd
percentile by assets (of 127,072 plans)
$183,012
avg assets per participant

Where Larson Engineering, Inc. First Restated Employee Stock Ownership Plan and Trust sits by total assets

Larson Engineering, 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

$35,687,433 Top 18% higher than 82% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Larson Engineering, Inc. First Restated Employee Stock Ownership Plan and Trust reported net income fell from $6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Larson Engineering, Inc. First Restated Employee Stock Ownership Plan and Trust reported participants fell from 215 in the plan year 2022 filing to 195 in the plan year 2023 filing.
  • Larson Engineering, Inc. First Restated Employee Stock Ownership Plan and Trust end-of-year assets rose from $35M in the plan year 2022 filing to $36M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Minnesota
Industry
Professional & Technical Services

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Larson Engineering, Inc. First Restated Employee Stock Ownership Plan and Trust reports 195 participants - about 17% of that state average ($36M EOY assets).

Minnesota filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$25M
Net Income$2M
Employer EIN411396375
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Larson Engineering, Inc.)

$62M$64M$66M$68M$70M$72M 202220232024 $63.9M $70.3M ▲ +10.0%
Total plan assets by year, all Larson Engineering, Inc. plans on file
Year Plans Participants Total Assets
2022 2 409 $64M
2023 2 390 $68M
2024 2 367 $70M

Nearby ESOP Plans in Minnesota

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

Larson Engineering, 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 ($M) Participants Larson Engineering, …, Total assets ($M): 35.687433 · Participants: 195Larson Engineering, …Andersen Corporation…, Total assets ($M): 899.073238 · Participants: 11644Andersen Corporation…Kingdom Enterprises,…, Total assets ($M): 497.538965 · Participants: 789Kingdom Enterprises,…Landscape Structures…, Total assets ($M): 432.374379 · Participants: 446Landscape Structures…Hormel Foods Corpora…, Total assets ($M): 431.874919 · Participants: 4575Hormel Foods Corpora…Force America Inc. E…, Total assets ($M): 426.610266 · Participants: 412Force America Inc. E…
Larson Engineering, Inc. First Restated Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Larson Engineering, Inc. First Restated … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Larson Engineering, Inc. First Restated Employee Stock Ownership Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Larson Engineering, Inc. First Restated Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Larson Engineering, Inc. First Restated Employee Stock Ownership Plan and Trust edged up modestly - up 1.6% during 2023, from $35M to $36M. Reported net income was $2M.
How have Larson Engineering, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Larson Engineering, Inc.'s sponsor-wide assets grew 10.0%, from $64M to $70M.
Where does Larson Engineering, Inc. First Restated Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Larson Engineering, Inc. First Restated Employee Stock Ownership Plan and Trust ranks in the 82nd 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 Larson Engineering, Inc. First Restated Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is First Citizens National Bank Employee Stock Ownership Plan and Trust in TN ($36M, 285 participants).

Next read for Larson Engineering, Inc. First Restated …

Filing takeaways

Ways to act on Larson Engineering, Inc. First Restated Employee Stock Ownership Plan and Trust's numbers.

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 411396375.

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.