ESOP · DOL Form 5500 · 2023
Bremer Financial Corporation ESOP
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 1,479
- Participants Near avg headcount
- 73rd
- Percentile by assets National rank
- $14,145
- Avg per participant Low balance/head
Official DOL plan name: Bremer Financial Corporation Employee Stock Ownership Plan · Sponsored by Bremer Financial Corporation · Minnesota · Finance & Insurance
$21M in assets, 1,479 participants
Bremer Financial Corporation's Bremer Financial Corporation Employee Stock Ownership Plan reported $21M in total assets and 1,479 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #5,347 in Finance & Insurance (8,869 peers)
Bremer Financial Corporation multi-year trail
Bremer Financial Corporation's plans moved +10.0% in assets from 2022 to 2024; this filing shows Bremer Financial Corporation Employee Stock Ownership Plan at $21M / 1,479 participants.
- #5,347
- in Finance & Insurance (8,869 peers)
- -14.9%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bremer Financial Corporation Employee Stock Ownership Plan's outsized position by total assets
Bremer Financial Corporation Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,921,085 Top 27% higher than 73% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Bremer Financial Corporation Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bremer Financial Corporation Employee Stock Ownership Plan lands in the large band (1,479 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bremer Financial Corporation Employee Stock Ownership Plan reported net income fell from $672K in the plan year 2022 filing to -$4M in the plan year 2023 filing.
- Bremer Financial Corporation Employee Stock Ownership Plan end-of-year assets fell from $25M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Bremer Financial Corporation Employee Stock Ownership Plan reported participants fell from 1,607 in the plan year 2022 filing to 1,479 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 410715583 · Bremer Financial Corporation PY 2023 · ESOP
Bremer Financial Corporation Employee Stock Ownership Plan · $21M · 1,479 · 73rd
- EOY $21M
- 5500 1,479
- ASSETS 73rd
- PCT ESOP
- EIN near Architectural Nexus, Inc. Employee Stock Ownership Plan and Trust
- RANK ind #5347
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 →
Bremer Financial Corporation Employee Stock Ownership Plan in the asset neighbourhood
Bremer Financial Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Bremer Financial Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $699M 10.018525119425716% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 4,468 | $635M |
| 2023 | 3 | 4,234 | $692M |
| 2024 | 3 | 4,217 | $699M |
Bremer Financial Corporation filing trail (2023)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | -$4M |
| Employer EIN | 410715583 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Minnesota
Peer ESOP plans, same state, same plan type, ranked by total assets.
- 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
Bremer Financial Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Minnesota, the nearest ESOP by assets is Architectural Nexus, Inc. Employee Stock Ownership Plan and Trust in UT ($21M); by covered participants it is D.a. Davidson Companies Employee Stock Ownership Plan in MT (1,474 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,479 participants); asset peers above are excluded.
- D.a. Davidson Companies Employee Stock Ownership Plan (MT) 1,474 · 5 off
- National Health Corp Leveraged Employee Stock Ownership Plan (TN) 1,470 · 9 off
- Tuff Shed, Inc. Employee Stock Ownership Plan (CO) 1,490 · 11 off
- Csc Employee Stock Ownership Plan (CA) 1,462 · 17 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.