ESOP · DOL Form 5500 · 2023

Northern Habilitative Services, Inc. of Chisholm ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
157
Participants Small participant base
60th
Percentile by assets National rank
$67,557
Avg per participant Below avg balance/head
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Official DOL plan name: Northern Habilitative Services Employee Stock Ownership Plan · Sponsored by Northern Habilitative Services, Inc. of Chisholm · Minnesota · Healthcare & Social Assistance

$11M in assets, 157 participants

Northern Habilitative Services, Inc. of Chisholm's Northern Habilitative Services Employee Stock Ownership Plan reported $11M in total assets and 157 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,565 in Healthcare & Social Assistance (17,684 peers)

Coverage in Minnesota

Northern Habilitative Services Employee Stock Ownership Plan covers 157 participants in Minnesota, about 14% of the average Minnesota filer (state average ~1,126 per filing). Assets: $11M.

#11,565
in Healthcare & Social Assistance (17,684 peers)
+46.1%
assets growth YoY

Northern Habilitative Services Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Northern Habilitative Services Employee Stock Ownership Plan vs every filed plan by assets

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

$10,606,499 Top 40% higher than 60% 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

Northern Habilitative Services 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. Northern Habilitative Services Employee Stock Ownership Plan sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Northern Habilitative Services Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Northern Habilitative Services Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Northern Habilitative Services Employee Stock Ownership Plan reported participants rose from 150 in the plan year 2022 filing to 157 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 411635304 · Northern Habilitative Services, Inc. of Chisholm PY 2023 · ESOP

Northern Habilitative Services Employee Stock Ownership Plan · $11M · 157 · 60th

  • RANK $11M
  • RANK 157
  • RANK 60th
  • RANK ESOP
  • RANK near Bna Bank Employee Stock Ownership Plan
  • RANK ind #11565

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 →

Northern Habilitative Services Employee Stock Ownership Plan in the asset neighbourhood

Schmidt & Bartelt, Inc. Employee Stock Ownership PlanSchmidt & Bartelt, Inc. Empl…$11MNorthern Habilitative Services Employee Stock Ownership PlanNorthern Habilitative Servic…$11MBna Bank Employee Stock Ownership PlanBna Bank Employee Stock Owne…$11MKoberstein Holdings, Inc. Employee Stock Ownership Plan & TrustKoberstein Holdings, Inc. Em…$11MDazey's, Inc. Employee Stock Ownership PlanDazey's, Inc. Employee Stock…$11M
End-of-year total assets ($M) among Northern Habilitative Services Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN411635304
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northern Habilitative Services, Inc. of Chisholm)

Sponsor-wide plan assets over time

All Northern Habilitative Services, Inc. of Chisholm plans reported in each filing year

Latest sponsor-wide plan assets
$15M 63.321553812878975% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.01M $14.7M ▲ +63.3%
Year Plans Participants Total Assets
2022 2 302 $9M
2023 1 157 $11M
2024 1 163 $15M

Nearby ESOP Plans in Minnesota

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

Northern Habilitative Services Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Northern Habilitative Services Employee Stock Ownership Plan, Total assets ($M): 10.606499 · Participants: 157Northern Habilitative Services 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
Northern Habilitative Services Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Northern Habilitative Services Employee Stock Ownership Plan side-by-side with 3 peers →

Northern Habilitative Services Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Bna Bank Employee Stock Ownership Plan in MS ($11M); by covered participants it is Cornerstone Systems, Inc. Employee Stock Ownership Plan in TN (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Northern Habilitative Services Employee Stock Ownership Plan assets move in 2023? ▼
Northern Habilitative Services Employee Stock Ownership Plan surged - up 46.1% during 2023, from $7M to $11M. Reported net income was $3M.
How have Northern Habilitative Services, Inc. of Chisholm plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northern Habilitative Services, Inc. of Chisholm's sponsor-wide assets grew 63.3%, from $9M to $15M.
Which ESOP plans are similar in size to Northern Habilitative Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bna Bank Employee Stock Ownership Plan in MS ($11M, 89 participants).
Which ESOP plans cover a similar participant headcount to Northern Habilitative Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cornerstone Systems, Inc. Employee Stock Ownership Plan in TN (157 participants, $44M 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 411635304.

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.