ESOP · DOL Form 5500 · 2023
Stubbe & Associates, Inc. ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 117
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $24,841
- Avg per participant Low balance/head
Official DOL plan name: Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan · Sponsored by Stubbe & Associates, Inc. · Minnesota · Healthcare & Social Assistance
$3M in assets, 117 participants
Stubbe & Associates, Inc.'s Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan reported $3M in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.
- #6,370 in Healthcare & Social Assistance (17,684 peers)
Coverage in Minnesota
Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan covers 117 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $3M.
- #6,370
- in Healthcare & Social Assistance (17,684 peers)
- -11.2%
- assets change YoY
The plan reported a net loss of $394K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,906,395 35th percentile higher than 35% 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
Stubbe & Associates, Inc. 2011 Amended and Restated 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. Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan sits mid-pack in the medium band (117 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan reported net income fell from $638K in the plan year 2022 filing to -$394K in the plan year 2023 filing.
- Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 411546926 · Stubbe & Associates, Inc. PY 2023 · ESOP
Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan · $3M · 117 · 35th
- VS-ST $3M
- BOY 117
- SCH 35th
- EBSA ESOP
- PART near Blueforce, Inc. Employee Stock Ownership Plan
- TYPE ind #6370
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 →
Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$394K |
| Employer EIN | 411546926 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stubbe & Associates, Inc.)
Sponsor-wide plan assets over time
All Stubbe & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 6.278840847182189% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 235 | $16M |
| 2023 | 2 | 234 | $16M |
| 2024 | 2 | 250 | $15M |
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
Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Minnesota, the nearest ESOP by assets is Blueforce, Inc. Employee Stock Ownership Plan in VA ($3M); by covered participants it is Jth Industrial, Inc. Employee Stock Ownership Plan in TN (117 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (117 participants); asset peers above are excluded.
- Jth Industrial, Inc. Employee Stock Ownership Plan (TN) 117 · 0 off
- G2 Software Systems, Inc. Employee Stock Ownership Plan (CA) 117 · 0 off
- Cramer & Associates, Inc. Employee Stock Ownership Plan (IA) 117 · 0 off
- Baker Engineering and Risk Consultants, Inc. Employee Stock Ownership Plan (TX) 117 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.