ESOP · DOL Form 5500 · 2023
Northern Habilitative Services, Inc. of Chisholm ESOP
Data updated 2026-08-11
- $11M
- Total assets
- 157
- Participants
- 60th
- Percentile by assets
- $67,557
- Avg per participant
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.
- 60th percentile by assets (of 127,072 plans)
- #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.
- $11M
- total plan assets (2023 EOY)
- 157
- covered participants
- 60th
- percentile by assets (of 127,072 plans)
- $67,557
- avg assets per participant
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.
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Northern Habilitative Services Employee Stock Ownership Plan reports 157 participants - about 14% of that state average ($11M EOY assets).
Minnesota filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $3M |
| Employer EIN | 411635304 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northern Habilitative Services, Inc. of Chisholm)
| 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
- Andersen Corporation Employee Stock Ownership Plan $899M · 11,644
- Kingdom Enterprises, Inc. Employee Stock Ownership Plan $498M · 789
- Landscape Structures, Inc. Employee Stock Ownership Plan and Trust $432M · 446
- Hormel Foods Corporation Joint Earnings Profit Sharing Trust $432M · 4,575
- Force America Inc. Employee Stock Ownership Plan $427M · 412
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Northern Habilitative Services Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Northern Habilitative Services Employee Stock Ownership Plan assets move in 2023? ▼
How have Northern Habilitative Services, Inc. of Chisholm plan assets changed over time? ▼
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Filing takeaways
Ways to act on Northern Habilitative Services Employee Stock Ownership Plan's numbers.
- By total assets, Northern Habilitative Services Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Minnesota. Compare plans
- Northern Habilitative Services, Inc. of Chisholm's sponsor-wide assets have grown 63.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans