ESOP · DOL Form 5500 · 2023

Health Dimensions Rehabilitation, Inc ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
41
Participants Small participant base
48th
Percentile by assets National rank
$148,307
Avg per participant Above avg balance/head
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Official DOL plan name: Health Dimensions Rehabilitation, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Health Dimensions Rehabilitation, Inc · Minnesota · Healthcare & Social Assistance

$6M in assets, 41 participants

Health Dimensions Rehabilitation, Inc's Health Dimensions Rehabilitation, Inc. Employee Stock Ownership Plan and Trust reported $6M in total assets and 41 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,371 in Healthcare & Social Assistance (17,684 peers)

Health Dimensions Rehabilitation, Inc multi-year trail

Health Dimensions Rehabilitation, Inc's plans moved -41.9% in assets from 2022 to 2024; this filing shows Health Dimensions Rehabilitation, Inc. Employee Stock Ownership Plan and Trust at $6M / 41 participants.

#9,371
in Healthcare & Social Assistance (17,684 peers)
-13.7%
assets change YoY

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

Health Dimensions Rehabilitation, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Health Dimensions Rehabilitation, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$6,080,597 48th percentile higher than 48% 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

Health Dimensions Rehabilitation, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Health Dimensions Rehabilitation, Inc. Employee Stock Ownership Plan and Trust is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Health Dimensions Rehabilitation, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$4M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Health Dimensions Rehabilitation, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 51 in the plan year 2022 filing to 41 in the plan year 2023 filing.
  • Health Dimensions Rehabilitation, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $7M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 411590671 · Health Dimensions Rehabilitation, Inc PY 2023 · ESOP

Health Dimensions Rehabilitation, Inc. Employee Stock Ownership Plan and Trust · $6M · 41 · 48th

  • ASSETS $6M
  • ASSETS 41
  • ASSETS 48th
  • ASSETS ESOP
  • ASSETS near California Boiler, Inc. Employee Stock Ownership Plan
  • ASSETS ind #9371

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 →

Health Dimensions Rehabilitation, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Health Dimensions Rehabilitation, Inc. Employee Stock Ownership Plan and TrustHealth Dimensions Rehabilita…$6MCalifornia Boiler, Inc. Employee Stock Ownership PlanCalifornia Boiler, Inc. Empl…$6MBlossom Valley Construction Inc. Employee Stock Ownership Plan and TrustBlossom Valley Construction …$6MHigman Equipment Company, Inc. Employee Stock Ownership Plan and Trust AgreementHigman Equipment Company, In…$6MRichard, Wayne & Roberts, Inc. Employee Stock Ownership PlanRichard, Wayne & Roberts, In…$6M
End-of-year total assets ($M) among Health Dimensions Rehabilitation, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Health Dimensions Rehabilitation, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Health Dimensions Rehabilitation, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$6M 41.924822172788375% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $9.73M $5.65M ▼ -41.9%
Year Plans Participants Total Assets
2022 2 138 $10M
2023 2 114 $9M
2024 1 42 $6M

Health Dimensions Rehabilitation, Inc filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$2M
Net Income-$3M
Employer EIN411590671
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Minnesota

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

Health Dimensions Rehabilitation, Inc. 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 ($M) Participants Health Dimensions Rehabilitation, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 6.080597 · Participants: 41Health Dimensions Rehabilitation, Inc. Employee Stock Ownership Plan and TrustAndersen 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
Health Dimensions Rehabilitation, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants

Health Dimensions Rehabilitation, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is California Boiler, Inc. Employee Stock Ownership Plan in CA ($6M); by covered participants it is Quantumdigital, Inc. Employee Stock Ownership Plan in TX (41 participants). Same-state nearby plans are listed separately above.

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 Health Dimensions Rehabilitation, Inc. Employee Stock Ownership Plan and Trust assets move in 2023?
Health Dimensions Rehabilitation, Inc. Employee Stock Ownership Plan and Trust pulled back noticeably - down 13.7% during 2023, from $7M to $6M. Reported net income was -$3M.
How have Health Dimensions Rehabilitation, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Health Dimensions Rehabilitation, Inc's sponsor-wide assets declined 41.9%, from $10M to $6M.
Which ESOP plans are similar in size to Health Dimensions Rehabilitation, Inc. Employee Stock Ownership Plan and Trust?
Among ESOP plans in other states, the closest by assets is California Boiler, Inc. Employee Stock Ownership Plan in CA ($6M, 176 participants).
Which ESOP plans cover a similar participant headcount to Health Dimensions Rehabilitation, Inc. Employee Stock Ownership Plan and Trust?
Among ESOP plans in other states, the closest by covered participants is Quantumdigital, Inc. Employee Stock Ownership Plan in TX (41 participants, $2M in assets).