ESOP · DOL Form 5500 · 2023

Ni Holdings, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
151
Participants Small participant base
36th
Percentile by assets National rank
$19,676
Avg per participant Low balance/head
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Official DOL plan name: Ni Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Ni Holdings, Inc. · North Dakota · Finance & Insurance

$3M in assets, 151 participants

Ni Holdings, Inc.'s Ni Holdings, Inc. Employee Stock Ownership Plan reported $3M in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,189 in Finance & Insurance (8,869 peers)

Coverage in North Dakota

Ni Holdings, Inc. Employee Stock Ownership Plan covers 151 participants in North Dakota, about 30% of the average North Dakota filer (state average ~504 per filing). Assets: $3M.

#2,189
in Finance & Insurance (8,869 peers)
-2.6%
assets change YoY

Ni Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Ni Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,971,097 36th percentile higher than 36% 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

Ni Holdings, Inc. 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. Ni Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ni Holdings, Inc. Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to $169K in the plan year 2023 filing.
  • Ni Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 134 in the plan year 2022 filing to 151 in the plan year 2023 filing.
  • Ni Holdings, Inc. 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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 812683619 · Ni Holdings, Inc. PY 2023 · ESOP

Ni Holdings, Inc. Employee Stock Ownership Plan · $3M · 151 · 36th

  • NET $3M
  • BOOK 151
  • VS-ST 36th
  • BOY ESOP
  • SCH near Jokake Construction Services, Inc. Employee Stock Ownership Plan
  • EBSA ind #2189

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 North Dakota →

Ni Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Ni Holdings, Inc. Employee Stock Ownership PlanNi Holdings, Inc. Employee S…$3MJokake Construction Services, Inc. Employee Stock Ownership PlanJokake Construction Services…$3MDavinci Employee Stock Ownership PlanDavinci Employee Stock Owner…$3MSpectrum Comm, Inc. Employee Stock Ownership PlanSpectrum Comm, Inc. Employee…$3MMaco Tool & Engineering, Inc. ESOPMaco Tool & Engineering, Inc…$3M
End-of-year total assets ($M) among Ni Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

North Dakota filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income$169K
Employer EIN812683619
Plan Effective Date2017-02-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Ni Holdings, Inc.)

Sponsor-wide plan assets over time

All Ni Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 4.850828305678364% vs 2022
2024 filing year
$2.9M$3M$3.1M$3.2M$3.3M 202220232024 $3.05M $3.2M ▲ +4.9%
Year Plans Participants Total Assets
2022 1 134 $3M
2023 1 151 $3M
2024 1 124 $3M

Nearby ESOP Plans in North Dakota

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

Ni Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Ni Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002971097 · Participants: 151Ni Holdings, Inc. Employee Stock Ownership PlanBorder States Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.176759361 · Participants: 2973Border States Industries, Inc. Employee Stock Ownership PlanScheels Employee Stock Ownership Plan, Total assets ($B): 0.837710398 · Participants: 4597Scheels Employee Stock Ownership PlanDakota Supply Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.229795263 · Participants: 767Dakota Supply Group, Inc. Employee Stock Ownership PlanUlteig, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.158672448 · Participants: 901Ulteig, Inc. Employee Stock Ownership PlanFrontier Precision, Inc Employee Stock Ownership Plan, Total assets ($B): 0.086685795 · Participants: 90Frontier Precision, Inc Employee Stock Ownership Plan
Ni Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Dakota, assets vs. participants
Compare Ni Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Ni Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Dakota, the nearest ESOP by assets is Jokake Construction Services, Inc. Employee Stock Ownership Plan in AZ ($3M); by covered participants it is Ata Engineering, Inc. Employee Stock Ownership Plan in CA (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Ni Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Ni Holdings, Inc. Employee Stock Ownership Plan edged down modestly - down 2.6% during 2023, from $3M to $3M. Reported net income was $169K.
How have Ni Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ni Holdings, Inc.'s sponsor-wide assets grew 4.9%, from $3M to $3M.
Which ESOP plans are similar in size to Ni Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Jokake Construction Services, Inc. Employee Stock Ownership Plan in AZ ($3M, 26 participants).
Which ESOP plans cover a similar participant headcount to Ni Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ata Engineering, Inc. Employee Stock Ownership Plan in CA (151 participants, $17M 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 812683619.

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.